Background
Customers often have a need to generate forms for households, such that when generating bundles of forms, certain family members’ information prefills one form, and not the other. Similarly, customers often have a need to generate multiple copies of the same form in a single bundle, and prefill different people's data onto the same “role” on each copy.
Form group instances make it easier to logically separate forms according to transactions (e.g. open 3 accounts), whereas form instances are really meant to add duplicate forms into a bundle (e.g. adding extra beneficiaries).
In order to add from group instances in the same generated bundle, there is a method called AddFormIDsGroup.
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Quik! recommends that customers copy and paste the above JSON into the HTMLSettings parameter of the Execute endpoint on Swagger, then open the returned HTML link to see how the first name fields prefill on the forms to aid with understanding how to prefill form group instances. Note: Ensure your account is subscribed to the American Funds form library to test with these forms.
Docusign
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Configurations for Signers and ExtraRecipients
How to Configure Signers with Form Group Instances
In the following scenario, let’s say you have two form groups, both consisting of Form ID 12.
In the first Form Group, John is Owner 1 and Sally is Owner 2.
In the second Form Group, Sally is Owner 1 and John is Owner 2.
Since John and Sally are each assigned multiple roles within the form bundle, we want to ensure that they each receive only one signing event in Docusign. This can be accomplished by configuring the Signers tab within the Recipients section.
See below for sample code:
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Note: In order for the recipient to receive one signing event, their Name, Email, and Order must all match in the E-Sign pop-up. |
How to Configure ExtraRecipients with Form Group Instances
When sending an envelope containing multiple Broker Dealer forms where each Broker Dealer should only receive their respective forms, you can configure ExtraRecipients. For instructions on how to configure this, visit this page: https://efficienttech.atlassian.net/wiki/spaces/QAG/pages/edit-v2/1306492929#Configuring-Document-Visibility-with-Form-Group-Instances
DEPRECATED - Using Form Groups Instances with the Quik! Forms Engine DLL
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