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