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 to be e-signable.

To be clear, "e-signable" means ensuring the Sign button appears 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.

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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, and click the 'SAVE' button.

There are several important notes about this tool:

• A set of tools was developed in the Quik! Forms Manager and Quik! Forms Enterprise Manager sites to give form owners and customers the ability to control which forms or companies are enabled for e-signature. 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 forms can be used with e-signature.

To make this work, there are two parts:

• Quik! Forms Manager—Form owners can indicate if their company and individual forms are e-signable. In addition, the company and form levels can be set to "Allow Overrides" so a customer can override the form owner's decision. This override allows customers with special arrangements with the form owner to more easily turn on or off e-signing for the forms without making the same setting available to all users.

  1. 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. Customers are not required to make any changes at this level, as they can use whatever the default settings are set by the form owners. 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.
     
     

Private Libraries (In other words, customers are both the customer and the form owner)

For customers who have their own library of forms, 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 them and uncheck them.

3. Uncheck the Allow Overrides checkbox for all customer forms 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.

Restricting E-sign

• 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 your implementation sets the ESignTrackingEnabled property as TRUE. 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.

Configuring E-Signature Options

• 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.

Generating Form Bundles

• 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.