Paperless Business Process with DocuSign eSignatureMike Borozdin – DocuSign
Synopsis• eSignatures are transforming business processes all over the
world. What are the most effective ways to keep agreements in the cloud? We will go through the patterns for implementation and deployment on Sales Cloud and force.com platform.
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Paper Documents Cause Delay …
Business Challenge Bigger than Signatures
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•Slow transactions•Too many errors•Lack of visibility•Re-keying & reconciliation
•Lost documents or pages •Poor fax readability•Overnight shipping fees•Lost productivity
DocuSign Helps Finish Business Faster
•Faster transactions•No errors•Complete visibility•No re-keying or reconciliation
•Secure documents•No faxing•No overnight shipping fees•Higher productivity
DocuSign In Action
Integrating DocuSign with salesforce.comChoice 1:
Use files and browsersChoice 2:
Use the AppExchange PackageChoice 3:
Create a custom solution
ConfigurationNone
AutomationNone
ConfigurationNeed an admin
Automation• No need to print• Data is automatically reentered• Documents are automatically filed
ConfigurationNeed a developer
Automation• Sending is done with just one click• Data is automatically reentered• Documents are automatically filed• Enables Self Service Workflows
First Mode – ConnectSend to DocuSign with 1 Click
Automatically get status and data back
Second Mode – Embed
DocuSign elements are in an IFRAME
API Architecture Breakdown
SOAP Header Security Layer
HTTP Header Security Layer
PowerForms Console
Common API Objects
Business Object Layer
Data
API Function Groups
Sending Signing
Status Retrieval and Management
Post Processing
Administrative
API Function Groups Overview
Sending Signing Managing Post Processing Administrative
Create drafts
Get URL to host signing process for a recipient
Correct an envelope Download completed envelope Manage address book
Create from a template Void or purge an envelope
Transfer envelope ownership
Manage templates on an account
Extract fields from a PDF
Inquire about an envelope
Download individual documents
Get member-level permissions
Prepopulate information into fields
Inquire about many envelopes
Download official envelope
Get account-level settings
Complex workflow and routing support
Examine folders and contents
Download envelope with certificate
Get recipient information
Automate Sending EnvelopesPrerequisites• A customizable system• Standard contracts• Access to a developer team
Value Proposition• Make sending for signature a one step process• Increase compliance• Integrate with existing workflow
Download Documents and StatusPrerequisites• Document storage – File server, CRM system or a database
Value Proposition• Push data collected during signing to another data store• Get instant updates from our service• Use your own CRM or imaging system to manage docs• Integrate with existing workflow
Embedded SigningPrerequisites
• A customer facing website• Access to a developer team
Value Propositions• Signers never have to leave the customer portal• Instant status updates and document• Instant data updates from DocuSign to the customer’s database• Tight integration with existing workflow
Manage User Rosters• Creating Users with CreateAccount API• Send on Behalf-Of• One global user
DocuSign Marketplace• Listing of applications that add
value to the DocuSign service• Being included in the DocuSign
Marketplace gives you access to reviews, download statistics and greater visibility
• Getting certified gives you the option of being included in the DocuSign Marketplace!
Certification: Why?• Important change from the demo environment to production
environment• Need to ensure that the behaviors that occur in development
are sustainable and scalable• Confirm that the application complies with certain guidelines
and standards• Most of all, we want to position you for success!
Certification: When?When certification is necessary• Your integration with DocuSign is near complete,• Your product is ready to go live, and• You are certain that there will be no major behavioral changes
to your integration with DocuSign
When certification is not necessary• You have made small changes to your integration, or• You have made changes to parts of your product that do not
affect the integration
Resources to Get You Started• SDK:
https://github.com/docusign/DocuSign-eSignature-SDK
• Dev community: http://community.docusign.com
• API guide: http://www.docusign.com/p/APIGuide/APIGuide.htm
• Code walkthroughs and information posts: http://www.docusign.com/blog/category/devcenter/
• DevCenter: http://docusign.com/devcenter
• Twitter: @DocuSignAPI