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There's a reason so many companies worldwide are replacing wet signatures with e-signatures. E-signature services allow people to quickly and securely sign documents from almost anywhere in the world, getting them signed in minutes, not days or weeks. We believe that Quik! is the fastest and most straightforward way to e-sign a form. All Quik! forms are e-signable by default, as long as they have space for at least one signature on them. Docusign is one of our e-sign partners, and as long as you have an account, you can use the Quik! App to sign any form with Docusign.
How To:
Users adding a Docusign connection will take a different approach than Quik! App Admins.
If you are an Admin, check out this article to get set up: Docusign - How to Connect to an Account (Admin)
As a User, you will set up your Docusign connection in the Finalize screen.
Follow the steps below to get your Docusign account connected:
- From the Dashboard, click on Search Forms.
- Search for the form you wish to use. You can search by company or by the form itself.
- Once you have selected your form, be sure the form says YES under E-Signable.
- Now that you have your form, you can click on the Finalize tab at the top of the screen.
- From the Finalize tab, click on the red Add Connection button.
In this next screen, you will add your Docusign account information.
Connect to Docusign:
- Choose between Docusign or Docusign Demo.
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Follow the prompts to log in to your Docusign account.
Grant Access:
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Click Allow Access to let Quik! manage documents for you.
Configure Your Connection:
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Connection Name: Pick a unique name for your Docusign connection.
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Connection Visibility: Set to Public (for all users) or Private (for yourself).
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Select Account: Choose your preferred Docusign account.
Finalize the Connection:
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Click Add to complete the setup.
Manage Your Connections:
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View or manage connections in E-Signature → Docusign Properties.
See here for steps on how to e-sign with Docusign.