Quik! Changelog

Clearer errors when saving SSO certificates (2026-10-06)

Tue, 06 Oct 2026 00:00:00 GMT

Authentication: Saving a SAML identity provider certificate now returns an error when the certificate can't be saved, instead of reporting success.

Optional display settings stay optional (2026-10-02)

Fri, 02 Oct 2026 00:00:00 GMT

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.

Reliable relaunch from Saved Forms (2026-09-29)

Tue, 29 Sep 2026 00:00:00 GMT

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.

Changed: Redtail prefill uses Other ID records (2026-09-17)

Thu, 17 Sep 2026 00:00:00 GMT

Redtail: Prefill now fills government ID fields from a client's "Other ID" record when no driver's license is on file.

DRAFT watermark on printed PDFs (2026-09-17)

Thu, 17 Sep 2026 00:00:00 GMT

Forms Engine: PDFs created with the Print button now show the DRAFT watermark when the form was generated in draft mode.

Phone and SMS checks use the method you chose (2026-09-17)

Thu, 17 Sep 2026 00:00:00 GMT

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.

Editable prefilled fields in DocuSign drafts (2026-09-11)

Fri, 11 Sep 2026 00:00:00 GMT

DocuSign: Senders can edit prefilled text fields in Direct to DocuSign drafts.

Changed: Clearer draft watermark (2026-09-11)

Fri, 11 Sep 2026 00:00:00 GMT

Forms Engine: The draft watermark uses clearer review wording, and the footer watermark is removed.

No duplicate prefilled text in DocuSign (2026-09-10)

Thu, 10 Sep 2026 00:00:00 GMT

DocuSign: Prefilled text in Direct to DocuSign no longer appears twice, once on the PDF and again in a DocuSign text tab.

Separate values for repeated forms in DocuSign (2026-09-02)

Wed, 02 Sep 2026 00:00:00 GMT

DocuSign: When a Direct to DocuSign package includes the same form more than once, each copy now keeps its own transfer values.

New: Phone authentication for DocuSign signers (2026-08-31)

Mon, 31 Aug 2026 00:00:00 GMT

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.

Request the same form twice in one call (2026-08-24)

Mon, 24 Aug 2026 00:00:00 GMT

Forms Engine: Requesting the same form twice in one call no longer returns an error. This also fixes loading duplicate forms from Salesforce.

Correct account numbers on MoneyLink in DocuSign (2026-08-24)

Mon, 24 Aug 2026 00:00:00 GMT

DocuSign: In Direct to DocuSign packages with multiple accounts, the MoneyLink form now shows the account number from the correct account.

Field rule defaults in DocuSign checkboxes (2026-08-14)

Fri, 14 Aug 2026 00:00:00 GMT

DocuSign: Default values set with field rules now carry into checkbox and radio selections in Direct to DocuSign.

No identity check for copy-only Joint Agreements recipients (2026-08-14)

Fri, 14 Aug 2026 00:00:00 GMT

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.

Custom logos in Multi-Package review (2026-08-11)

Tue, 11 Aug 2026 00:00:00 GMT

Quik! App: Custom form logos now appear when reviewing forms in a Multi-Package.

Changed: DRAFT watermark in test mode for execute/pdf (2026-08-11)

Tue, 11 Aug 2026 00:00:00 GMT

Forms Engine: execute/pdf now adds the DRAFT watermark when TestFinalFormsMode is on, matching execute/html.

New: Test newly built forms with execute/pdf (2026-08-10)

Mon, 10 Aug 2026 00:00:00 GMT

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.

One document per repeated form in DocuSign (2026-08-10)

Mon, 10 Aug 2026 00:00:00 GMT

DocuSign: Direct to DocuSign creates a separate document for each repeated instance of the same form.

Radio and checkbox marks stay on the right form (2026-08-05)

Wed, 05 Aug 2026 00:00:00 GMT

Forms Engine: Radio and checkbox values meant for a form that isn't in the package no longer mark other forms.

Checkbox and radio values in DocuSign tabs (2026-07-27)

Mon, 27 Jul 2026 00:00:00 GMT

DocuSign: Checkbox and radio selections now carry into DocuSign tabs in Direct to DocuSign, matching the PDF.

New: Edit in E-Sign Platform (2026-07-22)

Wed, 22 Jul 2026 00:00:00 GMT

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.

New: Show Form Details on the Multi-Package e-sign screen (2026-07-22)

Wed, 22 Jul 2026 00:00:00 GMT

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.

New: Linked accounts for extra recipients in execute/html (2026-07-22)

Wed, 22 Jul 2026 00:00:00 GMT

Forms Engine: execute/html accepts linkedAccountConfigurationId on ESignType.Recipients.ExtraRecipients[], so API integrations can set up Joint Agreement recipients.

Email fields in the embedded form viewer (2026-07-16)

Thu, 16 Jul 2026 00:00:00 GMT

Form Groups: Email fields on form group instances are no longer left blank in the embedded form viewer.