Overview
This article explains how to review each package in a Multi-Package workflow before sending it for e-signature. You’ll learn how to verify forms, check assigned contacts, confirm e-sign compatibility, and preview packages individually or all at once. By the end, you’ll be ready to proceed to the E-Sign step with confidence that all details are correct.
Prerequisites
All required forms added to each package.
A completed Add People step for each package (optional if roles will be filled later).
An active Docusign connection.
Step-by-Step Instructions
1. Select a Package to View
In the Review step, you’ll see tabs for each package (e.g., Package 1, Package 2) at the top of the screen.
Click the tab for the package you want to review.
2. Review the Selected Forms
Review the Selected Forms list.
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If you see the message One or more forms is not ESign-Enabled, at least one form in that package cannot be sent for electronic signature.
- To enable e-signing, find any package with NO in the E-Signable column and click the red X next to each non-e-signable form to remove it.
Once all non-e-signable forms are removed, you’ll be able to select your E-Sign Method from the drop-down at the top.
3. Review the Selected Contacts
Below the Selected Forms section, you’ll see Selected Contacts. This table shows:
Order – The signing sequence for e-signature. (You can adjust this later in the E-Sign step.)
Role – The role assigned to the contact (e.g., Owner 1, Trustee 2).
Contact – The person’s name.
CRM – The CRM source for the contact.
Applicable Forms – The form IDs where this contact’s information will be applied.
💡 This section helps you confirm that the right client is assigned to the correct role and that their data will appear on the intended forms.
4. Choose How to Review the Package(s)
Quik! offers two ways to review your packages:
Option 1 — Review Selected Package
Click Review Selected Package to open the forms for only the package you are currently viewing.
The forms will open in the form viewer in a single browser tab.
Option 2 — Review All Packages
Click Review All Packages to open the forms for every package in your multi-package setup.
Each package will open in the form viewer in its own browser tab.
5. Review in the Form Viewer
In the form viewer, scroll through the forms to verify that all data is correct.
When finished, click Confirm to close the current tab and return to the Review step.
Helpful Tips
Double-Check Roles: Use the Selected Contacts section to ensure every role is correctly filled before sending forms.
One-at-a-Time vs. Bulk Review: If you only need to verify one package, use Review Selected Package to avoid opening multiple tabs.
E-Sign Troubleshooting: If your e-sign method drop-down is disabled, double-check that all forms in the package are e-signable.
Package Indicators: The yellow circle icon next to a package tab means that step is incomplete; a green check means it’s ready to proceed.
Next Step
Once you've finished reviewing all packages, click ESIGN or Next in the top-right corner to continue to the E-Sign step.
➡️ Continue to the next article: How to Send Forms for E-Signature in Multi-Package