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To implement the SIGNiX pop-up, configure the SIGNiX button to show in the Quik! HTML Viewer.  When a user clicks on the button, the pop-up modal will display over the form interface. The parts of the pop-up are described below:

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1. Order: This  This field determines the order in which signers will receive the email from SIGNiX with the link to the form for e-signature. This The default signing order can be adjusted at run-time by the user, and may use any integer values-- for roles can be found here. Users can manually change the order for any transaction by changing the numbers for each row. The final order is simply determined from lowest number to highest.
   
   
2. Role/First Name/Last Name/Email/SSN/DOB: The : The roles listed here are determined by which roles have been assigned an e-a signature field on the form itself. All associated information (name, email, etc.) They cannot be changed.
   
   
3. First Name/Last Name/Email: Names and Emails will be automatically pre-filled onto the pop-up with the information entered on the form itself, and can be edited as needed.
4. Authentication: This drop-down allows the user to select which method of authentication they require of each signer.  Each authentication type has a different level of security, from SMS codes to LexisNexis data lookups. Depending on which authentication method is selected, other fields in the pop-up may change for that user only. For example, if "Email Only" authentication is selected, the SSN and DOB fields for that role are no longer fillable as that information is no longer required to sign.
5. Verify Code: Here a user may enter an alpha-numeric code that the signer must also enter before signing the form.  This code must be communicated to the signer elsewhere (a separate email, phone call, etc.) before he/she can sign.
6. Sign Now: This option allows the signer for that role to sign the form now, without receiving the form in a separate email.
7. Add Viewer: This button allows the user to send the form to another viewer to simply view the form- they will not have the ability to sign the form with SIGNiX e-signature, only view it.
   1. Viewers are offered the same methods of authentication and a separate verify code (if desired)
   2. Viewers have a separate column called 'Required'. The Required column allows the user to set the levels of responsibility for the viewer. The four options in this column are:
      1. Yes: If this is selected, the viewer must click an Acknowledge button in order for the workflow to proceed. This button indicates that that the viewer acknowledges reading the document.
      2. No: If this is selected, the viewer does not have to click an Acknowledge button in order for the workflow to proceed. There is no way to verify that the viewer opened the document.
      3. Must View: If this is selected, the viewer must click an Acknowledge button in order for the workflow to proceed (same as Yes option).
      4. Must Agree: If this is selected, the viewer must click an Accept button in order for the workflow to proceed. This button indicates that the viewer agrees to the document.
8. Message: Customize the body of the email that signers will receive when they sign the form. As you can see, a default message is included listing the forms and basic instructions. Note: this message is sent to all recipients, including both signers and viewersThe email entered here is the email to which the SIGNiX envelope link will be sent to. Note that users only need to enter the name and email for people they actually need an e-signature for. Rows can be left blank if no signature is required for a given transaction.
   
   
9. Authentication: Choose a SIGNiX Authentication option for each recipient here. Authentication is used to determine what extra security users would like to assign to each recipient to ensure that they are who they say they are. The lowest security option is Email Only, which will simply instruct SIGNiX to send an email to the recipient to e-sign the form with no extra security validation. The use of some options may require administrative configuration on your SIGNiX account. For more information on each Authentication option, contact your SIGNiX representative. Customers can configure the items displayed in the AuthType drop down lists within the esign popup using the SignixAuthTypeShow property.
   
   
10. SSN/DOB: Enter the Social Security number and Date of Birth for selected recipients here. These fields are available based on which Authentication option is selected for a recipient. Not all Authentication options will require use of these fields.
    
    
11. Verify Code: Enter the Verify Code for selected recipients here. Verify Code is an alpha-numeric code that a recipient must enter in order to access the forms for e-signature. Whoever fills out the Verify Code field in the E-Sign Pop-Up must communicate what the code is to the recipient through some other means (call, email, etc.) as an added layer of security. This field is available based on which Authentication option is selected for a recipient. Not all Authentication options will require use of this field.
    
    
12. Subject/Message: This is the subject and message body of the email that each recipient will receive from SIGNiX. Users can customize both, or simply use the default language. 
    
    The default Subject text is the following:
    Please e-sign these forms (<form dealer name>)
    
    The default Message text is the following:
    

    The attached forms were completed and prepared for you to sign.

    <list of form names in current form package>

    Please sign these forms by clicking the link.

    <name>

    (<Form View ID>)
    
    

13. Send: When users are finished configuring all recipients and settings, they click the Send button as the last step, to begin the e-sign process. SIGNiX will immediately send an email to the first ordered recipient once Send is clicked. Users can then close the E-Sign Pop-Up.