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Docusign - How to Connect to an Account (Admin)

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Ben Cortez
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All Quik! forms are e-signable by default as long as they have space for at least one signature on them. DocuSign is one of our e-sign partners, and as long as you have an account, you can use the Quik! App to sign any form with DocuSign. If you see a library or form that is not e-signable, please reach out to our support team at support@quikforms.com. 

 

If you are a User, check out this article to get set up: How a User Can Connect a DocuSign Account

 

How To:

As a Quik! App account Admin, setting up your Docusign connection is easy. Visit Settings > E-Signature->Add a Connection.

If you are a User on your account, check out this helpful article: How a User can Connect a DocuSign Account. 

Admins, please follow the steps below.

Login to the Quik! App:

Navigate to Connection Settings:

  • Go to Settings in the Quik! App.

  • Select E-Signature, then Add a Connection.

Connect to Docusign:

  • Choose between Docusign or Docusign Demo.

  • Follow the prompts to log in to your Docusign account.

Grant Access:

  • Click Allow Access to let Quik! manage documents for you.

Configure Your Connection:

  • Connection Name: Pick a unique name for your Docusign connection.

  • Connection Visibility: Set to Public (for all users) or Private (for yourself).

  • Select Account: Choose your preferred Docusign account.

Finalize the Connection:

  • Click Add to complete the setup.

Manage Your Connections:

  • View or manage connections in E-Signature → Docusign Properties.

 

See here for steps on how to e-sign with DocuSign.

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