QwikFlow Document Signature

 

Qwikflow is a service Dakcs offers that will allow you to obtain a signature when setting up a payment schedule. This happens at the moment when taking payment with the consumer on the phone and attaches to the PDC transaction.

To set up Qwikflow you will need to call DAKCS to get QwikFlow turned on. Once the product code is installed, there will be a new tab under PDC System Generation labeled QwikFlow.

 

From this screen you can select if Credit Cards or ACH’s will require signatures to have payment scheduled.

 

The document that is sent is created in Report Designer and will default to QwikFlow PDC Report which is the default report. If you create a custom version of this it will show up in the drop-down list under Document.

 

 
The Start is a message is that is first shown to the consumer when the form is sent off to be signed off on. The Done message is what is shown once the consumer has successfully completed signing.

 

Once setup is complete a new option will show up when taking scheduled payments. Soon as you have created the payment schedule you will see new options that ask for how to send the document to the consumer. Via Text, Email, or Manually through PDCFlow website. 

Below that you will assign why type of pin that will be relayed to the consumer to confirm this was sent to the correct person. Pin must be the Last 4 of social, date of birth, or a custom pin setup from this screen. 

 

 Once the payment schedule is done you will notice new fields on the PDC screen. QwikFlow ID and QwikFlow Status. The ID is just unique number associated to each signature request. The status is showing where the signature is at currently.

Queued - Waiting for the server to send the form to the consumer

Pending - Consumer received form but has not signed yet

Successful - Form has been signed and received

 

Note: on the PDC tab you will see icon if the signature is in queued or pending state