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.

This guide provides step-by-step instructions on how to integrate the Quik! FormXtract API, available through the Docusign App Center, into your enterprise workflows. Designed for high-volume document processing, FormXtract enables efficient data extraction from any form, enhancing scalability and reducing costs across your business operations.

Prerequisites

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

1. An account at Quik! - contact support@quikforms.com on how to get set up.

2. Forms hosted by Quik! - 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 Docusign account must have access to Maestro and the App Center to use apps. Speak with your account manager at Docusign to get started.

Step 1: Install Quik! FormXtract Submit Doc

Get started by accessing the Docusign App Center. Here’s how:

1. Visit the Docusign App Center to find and install the Quik! FormXtract application.

2. Once the app is installed, connect your account by logging in with your Quik! master credentials.

   1. Note: These are the same credentials you use to obtain the access token required for accessing the FormXtract API.

Step 2: Create a Workflow

Creating a workflow allows you to automate the document signing process:

1. Navigate to the Create a Docusign Workflow page.

2. Click on Create Workflow.

3. In the Workflow Setup window, add participants who need to act on the workflow. This will include signers and recipients of the Docusign envelope.

   1. Example participants: Owner 1, Owner 2, Advisor 1, Recipient 1.

4. In the Starting Variables section, add essential details like Name and Email, and customize further as per your requirements.

5. Click Save to finalize the initial setup.

Step 3: Configure Your Workflow

Get Signatures

1. Click Add a step 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 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

Review and Publish

1. Click Review & Publish in the top-right corner.

2. Name your workflow.

3. Authorize your account by selecting Authorize My Account and publish your workflow by clicking Publish.

4. Confirm the addition of the new workflow by navigating to Go to Workflows.

   1. Please Note: After you publish a workflow, the status may take a few seconds to update from In Progress to Completed. If the status does not update immediately, you may need to refresh the page to see the changes.

Test Your Workflow

1. Start your workflow by entering an instance name, the recipient's name, and their email.

2. Initiate the process by clicking Start.

3. Once the recipient signs the document, verify the completion in your workflows.

4. You should see a green checkmark indicating completion for both the signature and document submission steps.

Getting Started with FormXtract

Now that you have completed the Quik! FormXtract Submit Doc setup:

• Learn more about processing data from forms with the: FormXtract API Guide

If you have any questions, our support team is ready to help you!