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Setting up Quik! for both a proof of concept (POC) and for your production usage includes a variety of services and capabilities from our team. This page highlights the various parts of an implementation and how Quik! supports it.

View Our Onboarding Presentation

To view an overview slide deck on this document, please view our PPT slides:

View file
nameCustomer Onboarding - Setup and POC Steps 202407.pdf

Table of Contents

Table of Contents
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Quik! supports the concept of sub-accounts or Parent/Child account relationships. Parent / Child Accounts and User Setup

If your implementation includes offering groups of users (e.g. offices, branches, affiliated companies, or even customers) their own version of your solution that includes Quik!, it may be necessary to have more than one Quik! account. The main reasons for doing this are to keep form library subscriptions, form bundles, reporting, and/or billing separate for each group.

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Quik! supports Docusign and SIGNiX e-sign integrations. These integrations are very robust and include a lot of potential options and configurations (approximately 50 options each). Each configuration option has its own details.

DocuSign Docusign

SIGNiX

Form Copies and Form Group Instances

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