Business Challenge
You have generated a form via Quik! (how the form was generated is not relevant for this use case) and would like to send the form to another remote recipient to review and work on (e.g. fill out, e-sign, submit, approve, etc.). The form contains sensitive information, so you want to make sure the information is secure and outside parties cannot access it without permission.
The Quik! Solution
Quik! offers the ability to email a form directly from our HTML form viewer. Emailing a form requires a few items to work:
- You must first configure Quik! to display the Email button on the form (a single setting)
- You must provide a URL for the form to post the form data to
- Your system must store the posted form data and then send an email to the customer with a link to view the form
- When the user clicks the form link your system must retrieve the saved data and call Quik! to display the form again
When a user is ready to email the form she clicks the button and enters the name and email of the recipient. A verification code must be added to ensure security - the recipient must enter the verification code upon opening the form before he or she may view the contents. The form does not need to be completely filled out before emailing (or even filled out at all). The recipient may input information, print the form, submit it for processing and e-sign the form.
Real-World Example
ATM Concepts, Inc. uses Quik! to host forms on their website for customers and prospects. Forms are accessed via links on the site, filled out in the Quik! HTML viewer, and shared for submission and processing.
Applicable Customers
The most common industries who use Quik! to solve this challenge include those who have remote users:
- Financial Services
- Government
- Health Care
- Lending
- Insurance Carriers