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Quik! supports e-signatures through trusted partners like DocuSign. All Quik! forms are e-signable by default if they include at least one signature field. As a user, you can connect your personal DocuSign account directly in the Finalize screen of the Quik! App. This lets you quickly sign and send forms from almost anywhere.

💡 If you're an Admin, follow the Admin setup guide instead.

Prerequisites

• A DocuSign account (production or demo)

• A form marked as E-Signable: YES

Step-by-Step Instructions

1. Select Your Form

1. From the Dashboard, click Search Forms.

2. Search by company or form name.

3. Select a form that shows YES under E-Signable.

2. Open the Finalize Screen

1. Click the Finalize tab at the top of the screen.

2. Click the red Add Connection button.

3. Connect to DocuSign

1. Choose DocuSign or DocuSign Demo.

2. Follow the login prompts for your DocuSign account.

4. Grant Access

• Click Allow Access to authorize Quik! to manage your documents.

5. Configure Your Connection

• Connection Name: Enter a unique name for this connection.

• Connection Visibility: Choose Public (shared with all users) or Private (only you).

• Select Account: Pick the DocuSign account you want to use.

6. Finalize the Setup

• Click Add to complete the connection.

7. Manage Your Connections

• Go to E-Signature → DocuSign Properties to view or edit your connections.

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