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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:

  1. Find Forms
    1. Perform a form search
    2. Display pre-existing form groups
    3. Select forms from a list
  2. Choose Clients
    1. Call the QFE Quik! Forms Engine Config Web Service to generate a list of client roles by FormIDs
    2. Choose clients (or data sets) to prefill onto Quik! forms
    3. Type data onto a web form to pass to the Quik! form
  3. Generate Forms
    1. Choose one or more reps/agents to prefill onto the Quik! form
    2. Determine the order of forms to display
    3. Apply form configurations, append external documents and disply the Quik! HTML form

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Screenshots shown are from the Quik! Forms Engine Sample Website, a turnkey solution for deploying the QFE Quik! Forms Engine within your application environment.