Overview

The Quik! FormXtract App in Docusign makes it easier to extract data off your completed, signed forms by automatically submitting the documents to FormXtract once your document has been signed. This app is intended for customers who process forms at scale.

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In order to use the FormXtract app in Docusign, the following things must also be set up first:

1. A FormsXtract account at Quik! - Email us at support@quikforms.com to get set up.

   1. Note: Please do not sign up for the Quik! App product on our website.

2. Forms hosted by Quik! - before Before data can be extracted from a form, the form template must first be built by and hosted by Quik!. Forms should be submitted to forms@quikforms.com, including your CustomerID.

3. Docusign Maestro - your Your Docusign account must have access to Maestro and the App Center to use apps. Speak with your account manager at Docusign to get started.

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Step 3: Configure Your Workflow

Get Signatures

1. Click Add a stepStep to introduce a new stage in your workflow.

2. Choose Get Signatures as the trigger.

3. Continue to select a pre-configured form with signature fields.

4. Define the recipients by selecting the variables you set up earlier, such as Name and Email.

5. Click Next and then Apply to configure this step.

Submit the Document with Quik! FormXtract

1. Add another step by clicking Add a step.

2. Select Submit Document with Quik! FormXtract and click Configure.

3. For document storage, select Get Signatures.combinedDocumentsBase64, and then click Next.

4. Choose Default Connection for the connection and select envelopeId for the identifier. Then, click Next.

5. Click the Add Variable dropdown and select Get Signatures.envelopeId to use it as the variable to name the file.

6. Your File Path should now display as:Default Connection/Get Signatures.envelopeId/[Get Signatures.envelopeId].PDF

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