Fill Financial Documents for Account Openings

Feathery maintains a library of 40,000+ financial PDF forms across major financial institutions that allow for automated filling and e-signature. Collect the information in your Feathery workflow and then automatically fill that information into a set of financial PDF forms.

Getting Started

Navigate to the Feathery form that you want to set up. Click on the Integrations tab and navigate to the Quik integration. Follow the configuration guide below, and once configured, click Connect to activate your integration and the form filling workflow.

Authenticate

Open the Quik integration and input your Quik account credentials. If you do not specify account credentials, a test account will be used by default.

Choose Forms to Fill

Specify if you want to choose a static list of Quik PDF forms to fill out or dynamically configure the forms, ordering, and prefill logic. The second option is useful for more complex use cases that have complex mapping rules and need to pull from third-party systems like CRMs.

Static Form IDs

Specify a list of Quik PDF form IDs that you'd like to connect to your Feathery form workflow. You can also make specific forms conditional by appending :<FieldId> to the Quik PDF form ID you specify. Here, FieldId refers to a field within your Feathery form. These Quik PDF forms will only be included and filled out if your submission has a value for the field corresponding to <FieldId>.

Dynamic Form Order and Prefill

In this approach, the included forms, order, grouping, and data prefill configuration are all specified via a data structure stored into a hidden field. This is useful for advanced mappings that might also need to integrate with third-party data sources like a CRM. This hidden field will need to be constructed via advanced logic.

The base format of the hidden field is [{"forms": [{"id": <Form ID>}]}], where <Form ID> is the ID of a Quik form to include. Each object in the array corresponds to a bundle of forms that will be filled with separate data. The forms will be filled and displayed in the same order that they're in within the array.

If your Salesforce account is connected and you have a Salesforce prefill mapping specified, you may also include a salesforce_prefill property in the format [{"object": <Salesforce Object Type>, "id": <Salesforce Object ID>, "quik_entities": [<Quik Entity>]}] to specify a list of Salesforce objects to pull from and their corresponding Quik entities to map to.

Other Form Fill Settings

You can also configure other miscellaneous settings related to filling out Quik forms such as enabling draft mode, showing Quik field IDs on the generated PDFs, and statically predefining Quik field values to fill out on the generated forms.

Connect Data to Quik Forms

Aside from specifying which Quik PDF forms to fill out via your Feathery workflow, you'll also need to configure how the data within the forms are filled out. At a high level, there are two main ways you can do this - send data collected from the Feathery workflow directly and/or pull it in from third party systems like a CRM.

Map Feathery Form Fields to Quik Form Fields

To map a Feathery field to a Quik field, first navigate to the field in the designer. Go to the field Properties tab, and you'll see a section for Quik. Click on the Quik Field selector, and choose the field you'd like to map.

If static form IDs are enabled, you'll have the option of selecting Quik fields on specific entities like an Owner or Beneficiary. If dynamic forms are enabled, you'll need to specify a general attribute like FName (first name), which will then be mapped to the relevant entity via the dynamic field.

You can repeat this process for every field you want to map.

Map Data from Third-Party Systems

You can pull in data from third-party systems like a Salesforce CRM. For Salesforce, Feathery streamlines the process of integrating Salesforce with Quik by allowing users to upload a CSV file that defines how fields map between the two systems. This eliminates the need for manual data entry and ensures accuracy in your Salesforce API connectors when creating or updating records.

CSV Format

• Your CSV file must contain three columns:

  • Salesforce Object – The specific Salesforce object (e.g., Account, Contact, Lead).

  • Salesforce Field – The field within the Salesforce object

  • Quik Field – The corresponding field in Quik that maps to the Salesforce field.

• Each row in the file represents a single mapping between a Salesforce field and a Quik field for a given Salesforce object.

Automatic Field Prepopulation

Once this mapping is specified, the following will occur:

• When leveraging dynamic form prefill, you can specify the salesforce_prefill property which will automatically leverage this mapping to pull data from Salesforce.

• Feathery will automatically detect and apply the mappings from your CSV when building Salesforce API Connectors. Feathery will pre-populate the mapped fields with the corresponding Feathery field ID:

Generate Forms

Typically, you would add a button to the final step of your form that will generate the auto populated Quik forms based on the mappings configured previously. Select the button and navigate to the Button Properties tab. Choose the action Fill Quik Documents.

Under the Sign Method dropdown, you can pick either Feathery or Quik. This controls the behavior of the Quik PDF forms after they are filled.

• Feathery: Your Quik PDF forms will be e-signable through Feathery or directly downloaded.

• Quik: Your Quik PDF forms will be displayed in a custom form viewer in the workflow for easy review. This option also supports a DocuSign integration to seamlessly send the forms for e-signature afterwards.

eSignature Setup

Feathery eSign

Feathery's native eSignature solution is great for all use cases that don't involve a specific requirement for a different eSignature platform. This can be used seamlessly with the Feathery sign method above.

Docusign

Feathery offers a native Docusign integration through Quik for custodians that require eSignature of completed documents through Docusign.

1. Enable the DocuSign connection in your Quik Forms App. Refer to the relevant Quik! documentation for more details.

2. On your Fill Quik Documents button action, click Enable DocuSign and include the name of your Docusign connection(s). If a test connection is specified, it will be used on the test Feathery form and the normal connection will be used on the live Feathery form.

3. The Quik integration configuration under the Integrations tab offers more extensive customization options for the e-signature process, including custom invite emails, routing patterns, and more.

Route Completed Documents

Once your forms have been e-signed through Feathery or Docusign, you can automatically route them to an end system. Some examples are included below.

Salesforce

When Salesforce sync is enabled, you can have Docusigned envelopes automatically be sent back to your Salesforce account, attached to a custom record type, and custom Docusign information populated into the record as well.

eFax

Signed documents can be configured to be e-faxed to custom fax numbers depending on the form.

Feathery Form Templates

Feathery allows you to build Feathery forms from a list of supported Quik forms.

Click the Create Form button and choose the Financial Services Form Library option.

In the Template dropdown, select a Quik form to use for building your Feathery form:

Click Create, and a Feathery form will be generated that includes all form fields automatically linked to the corresponding Quik! form fields.