No, Quik! does not allow users to make changes to forms in either DocuSign or SIGNiX. Once a form has been submitted for e-signature, it can only be signed by its recipients. We have a few important reasons for this:
- If fields are fillable, then which fields should be fillable for which signers in the e-sign world? Managing which fields a user can/should complete while e-signing is a very difficult thing to manage. Although signing roles are straight-forward, it's not usually clear which signing party should have the authority to change or enter data on the form. By filling out the form prior to signing, all relevant parties have the opportunity to work on the form before committing to the end result of a signed form (i.e., opening a new account, changing beneficiaries, etc.).
- Controlling when someone can fill in a field vs. when they sign makes compliance and legal enforcement very risky. What happens if one person signs and another adds more info to the form afterwards? Compliance is far easier when the only thing someone can do in the e-sign process is sign a completed document, not change it between signatures.
- Allowing users to fill out forms in an e-sign solution goes against the overall philosophy and methodology of enterprise forms automation. DocuSign and SIGNiX are the signature products and Quik! is the forms product. If the e-sign vendor becomes the forms product, then the user experience degrades and it becomes confusing for the user to know which step should be taken to fill out the form. In addition, any validations that were present in the forms automation process won't/can't be carried over to the e-sign process.
- Integrating forms automation deep into e-sign partner systems is not something the e-sign partners have easily facilitated or even made possible. To build out the capability would be at a very high cost and level of complexity.
Ultimately, transferring the work of filling out a form to the e-sign platform results in far less functionality, loss of control and increased risk.