Create a Docusign OAuth Token
To streamline the process of signing documents, the customer’s Quik! Master Account must be set up with an OAuth token for the user/customer's Docusign account. The steps below detail how to create a Docusign OAuth token which can be used for making API requests.
Login to the Quik! App:
Bookmark: https://quikformsapp.com and log in.
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Connect to Docusign:
Click the Docusign box.
Choose between Docusign or Docusign Demo.
Follow the prompts to log in to your Docusign account.
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View or manage connections in E-Signature → Docusign Properties.
Legacy Methods
NOTE: The below methods are considered legacy. At this time, they are deprecated and no longer in use. This guide is here for documentation purposes only.
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REST API or Quik! Forms Enterprise ManagerNOTE: Starting September 30 2024, this method will no longer be accepted by Docusign. Existing tokens using this method will still work, but you will not be able to create new tokens using this method. |
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