Quik! Forms Engine version 5.5 (5500) Features

List of features found in Quik! Forms Engine version 5.5 are below, as seen in the readme.text file included in the Quik! Forms Engine sandbox folder as of 4/16/2019.

• Expanded DocuSign Functionality (Send on Behalf of, 3 integration models, multiple authentication and send types, extra recipients, and more)
• Alt Button Feature (Allows for configuring alternative datasets on a form)
• Custom Field Feature (Tool for manually adding custom fields onto a form)
• Form Copy Instance Feature (Allows user to include multiple copies of a form in a form package)
• 100% HTML Forms

               o             No Adobe software required

               o             No PDF viewer

               o             No third-party software

• View forms across all platforms with supported web browsers
• View, prefill, save, submit, print, e-sign all from one software platform
• Touch-scroll enabled for devices with touchscreens
• Print perfect forms in secure PDF format
• Generate HTML files within any application
• Customer serves HTML files directly to maintain security
• Work offline by saving forms to the user’s browser
• Submit forms for processing to any remote server or via AJAX within same domain
• Customize the look, feel and experience of the forms viewer
• Add custom javascripts to further enhance how forms work
• Test forms before they are published
• Auto-saves forms in the browser when printed or submitted
• Run the Quik! Forms Engine as a web service
• Add external documents to appear in print packages
• Set form viewing expiration date less than 10 days
• New method to load XML data into the software
• Alternative Data Buttons enable users to choose alternate addresses, names, and other data elements.
• Progressively fill forms – when data is entered in the first field that is repeated on another page, the data automatically fills into the other empty fields.
• E-Sign Callback Method with DocuSign

               o             Easiest method to e-sign by having Quik! do all the work and then “call back” to a customer’s URL to pass the EnvelopeID

• Sample Website - Turnkey website with prebuilt features:

               o             Form Search

               o             Form Grouping

               o             Field Mapping (clients and reps)

               o             Split Business

               o             Generate Forms

• PREVIEW Mode

               o             Generate forms for previewing purposes that do not count for form view transactions

• Have Quik! host your generated HTML form on https://QuikForms.com/viewform/

               o             New property: HostFormOnQuik = TRUE

• Set Field Properties in Bulk

               o             Set any field property for all fields for a given role (e.g. “1own”)

               o             Set field property for all fields with a given field name (e.g. “Fname”)

• Modify LoadXML Method

               o             Discards data related to signature fields when loading XML data onto the forms

• Set the Logo URL Property

               o             Set the URL link for the URL in the Quik! Form Viewer

• Disable Alternate Data Buttons
• Print Editable PDFs
• Native E-Signature
• Field Properties

               o             Field Background Color

               o             AttachFile

               o             AttachTitle

               o             MaxFieldLength

               o             MinValue

               o             MaxValue

               o             RegEx

               o             SemiRequired

               o             RequiredByRefField

               o             RequiredByRefFieldValues

               o             FieldType

• Form Properties

               o             Set Field Background Color

               o             AutoComplete

• New Properties

               o             HTMLButtonClearName

               o             HTMLButtonResetName

               o             HTMLButtonSaveName

               o             HTMLButtonLoadName

               o             HTMLButtonSubmitName

               o             HTMLButtonPrintName

               o             HTMLButtonSignName

               o             EnableNativeESign

               o             HTML4Compatible

               o             SignHideEmptySigners

               o             SignMultipleDocs

               o             SignOrderLock

               o             FieldAttributesManagerTest

               o             FieldAttributesManagerOff

               o             RoutingRulesOn

               o             RoutingRuleFormGroupID

• Calculated Field Pop-Up
• Custom Alt Data Buttons
• DocuSign Integration Enhancements

               o             Attachments Enhanced

               o             SignHideEmptySigners

               o             SignMultipleDocs

               o             SignOrderLock

               o             Sign Type Modification

               o             Add Recipient Button

• DropDown List Field Type
• User-Added Attachments

               o             Convert Files to PDF

               o             Attachment List in Form Viewer

               o             Upload Attachments

• Javascripts

               o             Auto-Shrink Text in Textboxes

               o             iScroll Modification

               o             Disable Print Button On Load

               o             Disable Send Button On Load

• Quik! Enterprise Manager Website Upgrades

               o             Form Groups

               o             Form Search

               o             Field Attribute Manager

               o             Routing Rules

               o             Edit Route Message Content

               o             Form Links Manager

               o             AutoSubscribe

               o             Individual Form Subscription

               o             Account Setup

               o             Implementation Resources

• Signix E-Sign Integration

               o             Full integration with Signix features

               o             Refactored e-sign code for DocuSign, Signix and Native E-Sign

• Dynamic Image Insertion

               o             Dynamic image fields display logos and other images

               o             Insert 2-D barcodes that display in PDFs

• Householding

               o             Generate form packages with multiple accounts' paperwork

• SaveJavascript

               o             Enabled the SaveJavascript to function (previously unsupported feature)

• Generate PDF

               o             Generate completed PDF files instead of HTML