To e-sign a form in the Quik! App, the form must meet specific conditions. The form must include at least one signature field and be approved for e-signature by the form owner. You also need to connect an e-sign provider to your account. This guide explains what makes a form e-signable and how to prepare your account for e-signature.
Prerequisites
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A form with at least one signature field
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E-sign permissions granted by the form owner
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A connected DocuSign or SIGNiX account
Step-by-Step Instructions
1. Confirm the Form is E-Signable
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Go to the Search page in the Quik! App.
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Search for the form you want to use.
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Look at the E-SIGNABLE column in the results:
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Green YES means the form is e-signable.
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Red NO means the form is not allowed for e-signature.
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🔒 Form owners control this setting in the Quik! Forms Manager.
2. Connect an E-Sign Provider
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Open the Quik! App Settings.
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Go to E-Signature Connections.
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Choose either DocuSign or SIGNiX and follow the setup instructions.
🛑 Without a connected provider, you will not be able to sign forms, even if they are marked as e-signable.
3. Launch the Form
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Open the e-signable form from your library or bundle.
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The Sign button will appear in the Quik! Form Viewer if:
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The form is marked as e-signable.
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Your account is connected to an e-sign provider.
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4. Check for Bundle Limitations
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If launching a bundle with multiple forms:
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All forms must be e-signable.
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If even one form in the bundle is not allowed for e-signature, the Sign button will not appear.
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