Can I get e-sign field metadata from Quik!?

Firms may sometimes wish to submit forms for e-signature with integrations outside of Quik!. In these cases, customers can use Quik! to gather a PDF and all relevant e-signature information for submitting to their e-signature vendor. See below for instructions on how to get this data from Quik!.

1. Generate forms using the Execute HTML method

2. Follow the steps on this page to receive an e-sign ready PDF from Quik!

3. Call the GET /fields/esign REST method to get all relevant e-signature field data. Be sure to enter the same Form IDs in the request that were generated in step #1 above.

4. Customers will now have all relevant e-signature data from Quik! and can create their own envelopes/e-sign transactions with their e-sign vendor of choice without the need to use Quik!'s DocuSign or SIGNiX integrations.