Changelog
Changes that are live for every Quik! customer in Production, newest first. History starts in July 2026. Entries that require a change to your integration are marked Action needed.
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Authentication: Saving a SAML identity provider certificate now returns an error when the certificate can't be saved, instead of reporting success.
Forms Engine: execute/html and execute/pdf accept requests that leave out optional display settings again. Starting October 1, these requests returned 400 errors when any of these fields were missing: LogoURL, ESignType, HTMLStyles, HTMLLogoPath, CustomAltButtons, CustomJavaScript, HTMLMinorInstruction, and CustomJavaFileIncludePath.
Quik! App: Newly saved forms now relaunch from Saved Forms without an unexpected error when the package includes a form that can't be e-signed.
Redtail: Prefill now fills government ID fields from a client's "Other ID" record when no driver's license is on file.
Forms Engine: PDFs created with the Print button now show the DRAFT watermark when the form was generated in draft mode.
DocuSign: Phone and SMS identity checks now use the matching DocuSign recipient authentication method, instead of falling back to legacy SMS authentication or an unrelated ID Verification workflow.
DocuSign: Senders can edit prefilled text fields in Direct to DocuSign drafts.
Forms Engine: The draft watermark uses clearer review wording, and the footer watermark is removed.
DocuSign: Prefilled text in Direct to DocuSign no longer appears twice, once on the PDF and again in a DocuSign text tab.
DocuSign: When a Direct to DocuSign package includes the same form more than once, each copy now keeps its own transfer values.
DocuSign: Phone authentication is now an identity verification option on the e-sign screen in the Quik! App and in the form viewer. It appears when your connected DocuSign account has phone authentication turned on.
Forms Engine: Requesting the same form twice in one call no longer returns an error. This also fixes loading duplicate forms from Salesforce.
DocuSign: In Direct to DocuSign packages with multiple accounts, the MoneyLink form now shows the account number from the correct account.
DocuSign: Default values set with field rules now carry into checkbox and radio selections in Direct to DocuSign.
DocuSign: In DocuSign Joint Agreements envelopes, recipients who only receive a copy no longer get Knowledge-Based Authentication when the request sets no identity check.
Quik! App: Custom form logos now appear when reviewing forms in a Multi-Package.
Forms Engine: execute/pdf now adds the DRAFT watermark when TestFinalFormsMode is on, matching execute/html.
Forms Engine: execute/pdf can now generate newly built forms that are still Inactive, so you can review them in your own application before they're published.
DocuSign: Direct to DocuSign creates a separate document for each repeated instance of the same form.
Forms Engine: Radio and checkbox values meant for a form that isn't in the package no longer mark other forms.
DocuSign: Checkbox and radio selections now carry into DocuSign tabs in Direct to DocuSign, matching the PDF.
DocuSign: When you send to DocuSign as a draft from the Quik! App, Edit in E-Sign Platform opens the draft envelope in DocuSign in a new tab.
Quik! App: The e-sign screen for a Multi-Package has a Show Form Details option, so you can see which forms are being signed while you review signers.
Forms Engine: execute/html accepts linkedAccountConfigurationId on ESignType.Recipients.ExtraRecipients[], so API integrations can set up Joint Agreement recipients.
Form Groups: Email fields on form group instances are no longer left blank in the embedded form viewer.
