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The E-Sign Pop-Up is where you prepare and send forms for e-signature using SIGNiX. You’ll add signers, configure authentication, and customize messaging here. This guide is for users with SIGNiX access enabled in their account.

💡 Tip: Need to e-sign duplicate forms? See How to E-Sign Duplicate Forms.

Prerequisites

• A connected SIGNiX account
  Enterprise accounts may already be connected.

• A Financial Professional record
  Used as the email sender for SIGNiX. Learn how to add a record.

Step-by-Step Instructions

1. Set Up SIGNiX Connection

1. Go to Admin Dashboard.

2. Connect your SIGNiX account under E-Sign Settings.
   Skip if your connection is already active.

2. Add a Financial Professional

1. Create or update a Financial Professional record.

2. Use the name and email you want as the sender of SIGNiX emails.

3. Choose Forms and Add People

1. From the Choose Forms page, select your forms.

2. Add signers if needed.

3. Click Finalize to continue.

4. Select SIGNiX Connection

1. On the Finalize page:

   • Select your SIGNiX account from the E-Sign Connection dropdown.

5. Launch the Forms Viewer

1. Click Launch Forms to open the Quik! Forms Viewer.

2. Fill in form data as needed.

6. Open the E-Sign Pop-Up

1. When ready to e-sign, click Sign in the top menu.

2. The E-Sign Pop-Up will appear.

Using the E-Sign Pop-Up

Each row in the pop-up represents a signer. Configure the following fields:

• Order
  This field determines the order in which signers will receive an email from SIGNiX with the link to the form for e-signature. By default, the order is set as the order in which the signature fields appear on the form. In the above example, the spouse's signature is asked for first on the form, then the Owner 1 signature, etc. You can manually change the order for any transaction by changing the numbers for each row-- the final order is simply determined from lowest number to highest.

• Role
  The roles listed here are determined by which roles have been assigned a signature field on the form itself. They cannot be changed.

• First Name / Last Name / Email
  Names and emails will be automatically pre-filled onto the pop-up with the information entered on the form itself and can be edited as needed. The email entered here is the email to which the SIGNiX envelope link will be sent to. Note that you only need to enter the name and email of the people you actually need an e-signature for. Rows can be left blank if no signature is required for a given transaction.

• Authentication
  Choose a SIGNiX Authentication option for each recipient here. Authentication is used to determine what extra security you would like to assign to each recipient to ensure that they are who they say they are. The lowest security option is Email Only, which will simply instruct SIGNiX to send an email to the recipient to e-sign the form with no extra security validation. The use of some options may require administrative configuration on your SIGNiX account.

  • For more information on each Authentication option, contact your SIGNiX representative.

• SSN / DOB
  Enter the Social Security number and Date of Birth for selected recipients here. These fields are available based on which Authentication option is selected for a recipient. Not all Authentication options will require the use of these fields.

• Verify Code
  Enter the Verify Code for selected recipients here. Verify Code is an alpha-numeric code that a recipient must enter in order to access the forms for e-signature. Whoever fills out the Verify Code field in the E-Sign Pop-Up must communicate what the code is to the recipient through some other means (call, email, etc.) as an added layer of security. This field is available based on which Authentication option is selected for a recipient. Not all Authentication options will require the use of this field.

• Subject / Message
  Customizable email content. Default text:

  Subject:
  Please e-sign these forms (<form dealer name>)

  Message:

   

  The attached forms were completed and prepared for you to sign. <list of form names in current form package> Please sign these forms by clicking the link. <name> (<Form View ID>)

• Send
  Click Send when ready. SIGNiX will email the first signer immediately. You can now close the E-Sign Pop-Up and Form Viewer.