E-Signature Setup

The E-Signature Setup page allows customers to create tokens for using either DocuSign or SIGNiX e-signature services. Both options have the same requirement: you must have a valid account with either provider prior to creating a token for Quik!. 

DocuSign

Enter your DocuSign account username and password in the proper fields. The CustomerUserID is a unique, alphanumeric key that you create. It is not related to any user or customer ID in the Quik! database. This value that you assign will be the value of the AuthUserID (or SenderUserID if using SOBO) when setting up your DocuSign integration in your implementation of the Quik! Forms Engine. Lastly, choose which DocuSign environment (i.e. server) that you would like to create a token for. Again, you must have credentials for the environment in which you are trying to create a token. Quik! allows for unlimited tokens to be created (each with a different CustomerUserID), though there may be limitations with your DocuSign account. 

Once all information has been entered, click Generate to create a token for that CustomerUserID. You will see the token information displayed below, along with a red circle under 'Action', which you can click to delete that token.

Note: In order to use this token generation tool on the Quik! Forms Enterprise Manager, you must be using version 5.5 of the Quik! Forms Engine. For customers using earlier versions, DocuSign tokens must be created with the 5400 or 5300 versions of the associated SOAP web service.  Customers using earlier versions may still use this page to look up their token values, but not to create them.

SIGNiX

Enter your SIGNiX account Username, Password, ClientID, and Sponsor. Choose which SIGNiX environment (i.e. server) that you would will use, and click the 'Generate' button. Note: Credentials are not verified at this stage as they are with DocuSign. If incorrect credentials are entered, you will encounter an error later in the E-Signature integration process when verification occurs. Always to be sure to use correct account credentials.