Regardless of your chosen implementation type, the basic flow for a user should be approximately the same. The recommended steps are listed as 1, 2, 3 and optional steps as a, b, c below:
- Find Forms
- Perform a form search
- Display pre-existing form groups
- Select forms from a list
- Choose Clients
- Call the QFE Quik! Forms Engine Config Web Service to generate a list of client roles by FormIDs
- Choose clients (or data sets) to prefill onto Quik! forms
- Type data onto a web form to pass to the Quik! form
- Generate Forms
- Choose one or more reps/agents to prefill onto the Quik! form
- Determine the order of forms to display
- Apply form configurations, append external documents and disply the Quik! HTML form
...
Screenshots shown are from the Quik! Forms Engine Sample Website, a turnkey solution for deploying the QFE Quik! Forms Engine within your application environment.