The Quik! App now supports Joint Agreements in DocuSign, making it easier to collaborate with business partners and clients. With DocuSign’s eSignature feature, you can efficiently send and manage forms that require multiple parties' signatures, streamlining your workflow.
If you’re a Fidelity user, please note that as of March 31, 2024, Fidelity requires all submissions to use DocuSign’s Joint Agreements feature. This update changes how forms are submitted for all Fidelity clients, so it's important to ensure your account is set up correctly.
📺 Watch the Video: DocuSign eSignature – How to Send a Joint Agreement
📘 Learn More: Create Joint Agreement Networks
🔹 Need Help? For DocuSign-related issues, please contact DocuSign Support. The Quik! team can only assist with items and changes within the Quik! App.
Getting Started
Before using Joint Agreements, contact our support team at support@quikforms.com to request activation for your account.
Next Steps
- Choose Forms
- Add Clients
- Finalize – On the FINALIZE page, select your DocuSign connection from the ESign Connection dropdown.
- Click LAUNCH FORMS and then Sign to open the e-signature pop-up.
After configuring all recipients and settings, click the Send button as the last step to begin the e-sign process.
Tip: Set your Docusign account as the default to avoid manually selecting it each time.
-----------------------------------------------------------------------------------------------------------------------------------------
Docusign
- Once you have clicked Send in your Quik! App, you can log in to your Docusign account.
- From the Docusign Home screen, click the Manage tab at the top and navigate to your Drafts.
After you've reviewed the recipients and messaging, you can click SEND NOW.