Overview
Admins can connect a DocuSign account to the Quik! App to enable e-signature functionality for their organization. All Quik! forms are e-signable by default if they include at least one signature field. Once connected, any user in your account can sign forms using DocuSign.
✨ Tip: If you're a User (not an Admin), follow this guide instead: How a User Can Connect a DocuSign Account.
Prerequisites
- Admin access to the Quik! App
- An active DocuSign or DocuSign Demo account
📺 Video Guide
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Step-by-Step Instructions
1. Log In to the Quik! App
- Go to https://quikformsapp.com
- Enter your login credentials
2. Access Connection Settings
- Click on Settings in the main navigation menu
- Select E-Signature
- Click Add a Connection
3. Choose Your DocuSign Type
- Select either DocuSign or DocuSign Demo depending on your setup
4. Log In to DocuSign
- Follow the prompts to enter your DocuSign credentials
- Click Allow Access to let Quik! manage documents on your behalf
5. Configure the Connection
- Connection Name: Enter a unique name to identify this connection
-
Connection Visibility: Choose:
- Public (available to all users in your organization)
- Private (only you can use it)
- Select Account: Pick your preferred DocuSign account if multiple are available
6. Finalize the Connection
- Click Add to complete the setup
7. Manage Existing Connections
- Go to E-Signature > DocuSign Properties to view, edit, or delete connections
📝 Optional: Helpful Tips & Extras
- All Quik! forms with a signature field are e-signable by default.
- If a form or library is not e-signable, please contact our Support Team at support@quikforms.com.
Related Articles / Resources
- How to E-Sign a Form in the Quik! App
- Docusign - How to E-Sign Forms Using Fidelity Joint Agreements Feature
- Troubleshooting E-Sign Issues: Where to Find Assistance
- Can I edit Quik! forms in e-signature platforms?