Enable E-Signatures on Forms

Some form owners (i.e. firms that manage a library of forms on Quik!) do not allow all or some of their forms to be e-signed for various reasons. In addition, customer account administrators may not allow certain forms to be e-signed in their organization either. Because of this, there are several levels of validation in the Quik! system that a form must satisfy in order to be e-signable To be clear, "e-signable" means ensuring that the Sign button will appear in the Quik! Form Viewer when generating a given form, allowing a user to e-sign all signature fields on the form(s).

At the customer account level, go to the "Enable E-Signatures on Forms" section in the Quik! Enterprise Manager to configure e-signability settings.

Entire libraries can be enabled at once by clicking the 'E-Signable?' checkbox and then the 'SAVE' button. This will automatically "check" every form as E-Signable. You can see this when you click on the Company name to drill down to the individual form level.

Alternatively, individual forms in a library can be enabled and disabled as exceptions to the library-level setting. Click on the Company name, and on the next page, check or uncheck the checkboxes for each form you would like to enable or disable for e-signature respectively, and click the 'SAVE' button.

There are several important notes about this tool:

• To give form owners and customers the ability to control which forms or companies are enabled for e-signature, a set of tools were developed in the Quik! Forms Manager site and also in the Quik! Forms Enterprise Manager site. Customers who generate forms want the ability to automatically control which forms their users can or cannot sign. Form owners also want the ability to automatically inform customers and users which of their forms can be used with e-signature. To make this work there are two parts:
  1. Quik! Forms Manager - Form owners can indicate if their company and their individual forms are e-signable. In addition both the company level and form level can be set to "Allow Overrides" so a customer can override the form owner's decision. The reason for this override is so customers who have special arrangements with the form owner can more easily turn on or off e-signing for the forms without making the same setting available to all users of the forms.
  2. Quik! Forms Enterprise Manager - Customers can use the form owner's default settings or override those settings (if allowed) to turn e-signing at a company or form on or off. There is no requirement that customers make any changes at this level as they can simply use whatever the default settings are as set by the form owners. In fact, customers should only make changes to e-signability in the Quik! Forms Enterprise Manager to override the default settings the form owner provides.  Otherwise, this section of the Quik! Forms Enterprise Manager can be left alone.
     
     
• For customers who have their own library of forms (in other words, they are both the customer and the form owner), the best practice is to do the following:
  1. In the Quik! Forms Manager site, set the customer company as enabled and do not allow overrides (uncheck the Allow Overrides checkbox).
  2. If any of the customer forms cannot be signed then review those forms and uncheck those specifically.
  3. For all customer forms uncheck the Allow Overrides checkbox at the form level.
  4. With the above settings there is nothing to do in the Quik! Enterprise Manager as the customer forms won't even appear in the list when reviewing the e-sign enablement feature.
     
     
• If you are a form owner, you can restrict e-sign on your forms to only approved companies. See here for details.
• These settings are only considered when ESignTrackingEnabled property is set as TRUE in your implementation. When FALSE, the display of the Sign button is only dependent on whether or not it is explicitly set to display with the HTMLButtonSign.Show property.
  
  
• You must have configured one of our three supported e-signature options (DocuSign, SIGNiX, or Native E-Signature) in your implementation of the Quik! Forms Engine prior to truly enabling e-signature. In other words, even if you make a library or form E-Signable in either the QFM or QFEM, AND you set ESignTrackingEnabled = TRUE, you set you still need to make sure you have set up an integration with DocuSign, SIGNiX, or Quik! Native E-Signature so users can access these services to e-sign their forms.
  
  
• When generating more than 1 form in a bundle, if any of the forms are set as not e-signable in either the Quik! Forms Manager or Quik! Forms Enterprise Manager, then the entire bundle will be considered not e-signable, and the Sign button will not display.
  
  

Please contact Quik! if you have any questions about enabling e-signature for forms.