| Features | Sub Feature / Properties | Required | Description |
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| Signix E-Signature | - |
| Implemented Signix as a vendor for Electronic Signature on forms. Additional information on Signix can be found on the Signix page in our documentation. |
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| Native E-Signature | - |
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| Native E-Signature support via HTML5 for Tablets and Mobile Devices using a stylus, finger or mouse |
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| Native E-Sign Popup – Displays a signature box with the name of the role that is to sign.
(e.g. “Owner 1 – Sign Here”) |
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| Adds a dynamically generated signature summary page that lists the signers and related data. - See “QFE – Native E-Sign – Signature Summary Information – Mockup.docx”
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| Walk the users through the signing process via a javascript that navigates to each signature field. - Using the signing sort order, displays the signature fields in order to the user. If multiple instances of the same role exist, then show each instance of that role before moving to the next role.
- When the user clicks the SIGN button, positions the first unsigned signature field to the center of the screen. When the user signs and clicks SAVE navigate to the next signature field.
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| Display Sign Page Thumbnails |
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| Display page thumbnails with a signature icon to indicate pages that need signing. - Green icon is for pages where all signatures are complete.
- Yellow icon is for pages where there is at least one unsigned field (whether required or not)
- Red icon is for pages where a signature is required, the field is not signed and the user triggered a submit event.
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| New Field Properties | Field Background Color |
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| Field Background Color – allows customer to set the background color of fields in HTML.
Set Field Background Color Methods – provides various methods to set the background color |
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| Attach File – adds an attach file icon/button next to the field for the user to supply a file attachment. Set to TRUE to display the file attachment button |
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| AttachTitle – optional – the title to display to the user (e.g. “Proof of Citizenship” so user uploads a copy of their ID or birth certificate) |
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| Restrict how many characters can be entered into a field by adding the “maxlength” attribute to the field. |
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| Allows user to set the minimum accepted value for a field by setting the “min” field attribute with a value |
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| Allows user to set the maximum allowed value for a field by setting the “max” field attribute with a value |
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| The pattern attribute specifies a regular expression that the <input> element’s value is checked against by setting the “pattern” attribute with a reg-ex expression value. |
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| if TRUE add the “autocomplete” attribute to the field. Give user the ability to add this feature at the “form” attribute level instead AND the field level. |
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| A required field is evaluated when the submit button is clicked the first time and ignored/bypassed on the second submit button click in a row (if the submit button is clicked and fields are modified, start the two-click count over). |
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| (Required) Specifies a reference field that if not empty makes this field required. |
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| (Optional) Specifies one or more values separated by commas that cause the field to become required when the reference field value matches the values in provided in this property. |
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| TRUE turns on spellcheck for the field by adding the spellcheck=”true” attribute to the field (HTML5 only). |
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| Sets the “placeholder” field attribute with a tool tip value. A default placeholder value should be specified for fields named in the Quik! Field Defintion by using the field description value, |
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| Converts a textbox field into one of the following field types (user must specify relevant values and this feature only affects textboxes) by setting the appropriate input type or HTML element type: Drop-down list - The <select> element defines a drop-down list and the <option> elements defines the options to select. - MultiLine – The <textarea> element defines a multi-line input field (a text area).
- Range – The <input type=”range”> is used for input fields that should contain a value within a range. Must set Min value and Max value.
- Month – The <input type=”month”> allows the user to select a month and year.
- Week – The <input type=”week”> allows the user to select a week and year.
- Time – The <input type=”time”> allows the user to select a time (no time zone).
- DateTime – The <input type=”datetime”> allows the user to select a date and time (with time zone).
- DateTimeLocal – The <input type=”datetime-local”> allows the user to select a date and time (no time zone).
- Email – The <input type=”email”> is used for input fields that should contain an e-mail address.
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| New Form Properties | Set Field Background Color |
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| Buttons and Button Name Properties | New Button – Email |
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| Displays an email pop-up window to capture the recipient’s name, email address and a verify code. Verify Code is stored with the Routing Status in tblFormPackageRouteStatus |
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| Renames the Submit button |
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| | SignHideEmptySigners | | |
| | SignMultipleDocs | | |
| | SignOrderLock | | |
| | FieldAttributesManagerTest | | |
| | FieldAttributesManagerOff | | |
| | RoutingRulesOn | | |
| | RoutingRuleFormGroupID | | |
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| | | Turns on Quik!'s native e-signature capability for use with tablets and touch screens |
| HTML4Compatible |
| When TRUE the HTML output will be backwards compatible to HTML 4 browsers including Internet Explorer 8.0 |
| SignHideEmptySigners |
| When TRUE any signing roles on the form that do not have a person's name (first, middle, last or full name) or email address will not be displayed in the e-sign popup |
| SignMultipleDocs |
| When TRUE each Form in the package will be available in it's own PDF within the e-sign envelope vs. a single combined PDF of all forms (when this property is FALSE) |
| SignOrderLock |
| When TRUE the sign order is locked so users cannot change it in the e-sign popup |
| FieldAttributesManagerTest |
| When TRUE any field attribute rules in TEST mode will be included in the HTML form output for testing |
| FieldAttributesManagerOff |
| When TRUE no field attributes in the Field Attributes Manager will be included in the HTML |
| RoutingRulesOn |
| When TRUE routing rules are turned on and applied to the form (for use with ViaForms and FormLinks only) |
| RoutingRuleFormGroupID |
| To run the routing rules associated to a form group, pass the Form Group ID |
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Calculated Field Pop-Up | - |
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| When a user begins editing a value in a calculated field, display a pop-up that shows the underlying fields that calculate the field (e.g. FullName should display Prefix, Fname, Mname, Lname, Suffix fields). Completing the entry re-calculates the field and updates the underlying base fields that populate the rest of the form, including other instances of the calculated field. |
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Custom Alternative Data Buttons | - |
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| The customer can add an Alt Data Button next to any single field name and provide a list of fields to use (similar to a dropdown list but displayed as a “+” button). |
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| DocuSign Integration Enhancements | SignHideEmptySigners |
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| When set to TRUE, hide any signing roles in the E-Sign Popup screen where a Fullname or Fname field exists on the form and contains no value (i.e. no person was entered on the form and is therefore not expected to sign). If no Fname or Fullname field exists for the signing role, then do not hide the role in the E-Sign popup – always show it. |
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| When set to TRUE, put each FormID into the DocuSign envelope as a single PDF. When FALSE (current, default behavior) the form package is delivered to DocuSign as a single PDF. |
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| If TRUE, set the sign order fields as read-only and not editable by the user. |
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| All the roles on the e-sign popup are signers, so the Sign Type should default to “Email To Sign” (in the future other signing options will be added to the dropdown list so this needs to remain a drop-down list). The easiest solution is to remove the “Send Copy” option and force the user to use the “Add Recipient” button to send copies instead. |
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| Clicking the Add Recipient button adds a row to the e-sign popup for additional recipients to receive a copy after all other recipients. |
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| Send On Behalf Of (SOBO) - SOBOFlag
- AuthUserID
- SenderUserID
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| No | (DocuSign Feature) Allows a single user in an account to authenticate for other members of the account. When originally conceived, it was meant for sending fully-defined envelopes only. Since then, most other API functions have been allowed - making this really an "authenticate on behalf of" function instead of just a sending function. - SOBOFlag - Default is false. When true, DocuSign's Send On Behalf Of (SOBO) is enabled.
- AuthUserID - the CustomerUserID in tblESignatureCredentials for the authenticating user
- SenderUserID - the CustomerUserID in tblESignatureCredentials for the sending user
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| | | HTML5Only Output | - | | Setting this option to FALSE forces the engine output to only be in HTML5 code and only works in higher-level browsers, setting it to TRUE generates the existing HTML5 and HTML4 code tags. The Default setting is TRUE (for legacy customers). |
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New HTML Field Types | DropDown Boxes |
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| Convert from existing drop-down in PDF, or convert any field into a drop-down with values |
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| Optional When is set to TRUE, displays the file attachment panel and file attachment image button. Displays a list of attachments to remove or add more. Attachments can be a file that we convert to PDF or a photo captured by their device. |
| | Convert Files to PDF | | |
| | Take Photo and Attach | | |
| in QFV | | | Upload Attachments | | |
| The Quik! Form Viewer now displays a list of attachments that have been added to the form (see the Attachments section on the right side of the form viewer). |
| Upload Attachments |
| Users can upload their own attachments to the form for printing and signing. |
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| Javascripts | Auto-Shrink Text in Textboxes |
| - | | Text in fields now automatically shrink to fit the size of the text field |
| iScroll Modification |
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| By default iScroll is now off and must be turned on if desired for touchscreen devices |
| Disable Print Button |
| - | | | | | The PRINT button is now disabled upon loading the form until all operations are complete (to avoid printing before the document is done loading) |
| Disable Send Button |
| - | | The SEND button is disabled after the user clicks it to avoid double-clicks |
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| Quik! Enterprise Manager Overhaul | Form Groups |
| | | Users can create public-facing form groups for their customer account |
| Form Search |
| | | | Upload Forms | | |
| | Field Attribute Manager | | |
| | Routing Rules | | |
| | Edit Route Message Content | | |
| | Form Links Manager | | |
| | AutoSubscribe | | |
| | Individual Form Subscription | | |
| | Account Setup | | |
| | Implementation Resources | | |
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