Regardless of your chosen implementation type, the basic flow for a user should be approximately the same. The recommended steps are listed as 1, 2, 3 and optional steps as a, b, c below:

1. Find Forms
   1. Perform a form search
   2. Display pre-existing form groups
   3. Select forms from a list
2. Choose Clients
   1. Call the QFE Config Web Service to generate a list of client roles by FormIDs
   2. Choose clients (or data sets) to prefill onto Quik! forms
   3. Type data onto a web form to pass to the Quik! form
3. Generate Forms
   1. Choose one or more reps/agents to prefill onto the Quik! form
   2. Determine the order of forms to display
   3. Apply form configurations, append external documents and disply the Quik! HTML form

Sample Process Flow

This process flow is best depicted in the turnkey Sample Website in the next section. This process is further described in a section called "Build Your Application With Web Services"

Process Flow Example

Find Forms

Form Search

Form Groups

Choose Clients

Generate Forms

Screenshots shown are from the Quik! Forms Engine Sample Website, a turnkey solution for deploying this Quik! solution within your application environment.