signing documents doesn't have to be so hard
TRANSCRIPT
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Signing Documents Doesn’t Have To Be So HardGo Paperless by Automating Your Key Document Processes
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Your Presenters
Richard SchoenDirector of Document Management Technologies
Greg SchmidtSenior Technical Solutions Consultant
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Agenda
• HelpSystems overview• Common use cases for signing documents• SignHere signature capture overview• Demo• Q&A
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HelpSystems Family of Brands
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Solution Overview
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Documents Need Signatures
• Bills of lading• Proofs of delivery• Sales proposals• Contracts• Expense reports• Time sheets• Loan agreements• QC documents• HR documents
• Designs• Health records• Patient and consent forms• Purchase orders • Maintenance reports
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Regulatory Standards
• UETA (Uniform Electronic Transactions Act)
• ESIGN (Electronic Signatures In Global and National Commerce Act)
• PIPEDA (Personal Information Protection and Electronic Documents Act)
• FDA 21CFR Part 11 (U.S. Food and Drug Administration)
• HIPAA (Health Insurance Portability and Accountability Act)
• And more…
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Why Is Capturing Signatures So Hard?
Business NeedCapture Signatures on Business Documents
Solution: SignHere• Stop printing multiple copies• Capture signatures automatically • Use in high volume production signing environments• Print, email, and file signed documents to
network folders, SharePoint, or WebDocs
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Signature Capture Use Case 1
Business NeedCapture Signatures on Paperwork—It’s as Easy as
Solution: SignHere• Generate • Sign• File
1.2.3.
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Business NeedCapture Signatures in the Field
Solution: SignHere• Create daily documents • Load documents to laptop or tablet for signing• Automatically file signed documents
Signature Capture Use Case 2
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Signature Capture Use Case 3
Business NeedCapture Signatures at the Dock Door
Solution: SignHere• Generate documents • Pull up documents for signing from ERP application screens• Automatically file signed documents
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Signature Capture Use Case 4
Business NeedDeliver Documents For Remote Signing
Solution: SignHere• Generate• Electronically distribute and route• Sign and file
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Signature Capture Use Case 5
Business NeedUpdate ERP System After Documents Are Signed
Solution: SignHere• Save signed document• Update status in order, shipment, or other business table for auditing• Generate real-time invoicing or other audit reports and notifications
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SignHere: Signature Capture Software
Capture Signatures on Any Business Document•Sign any PDF or TIFF document•IBM i Text, AFP, or IPDS Spool files supported•Sign via Topaz, Microsoft Ink, and PC tablets•Sign documents from IBM i Output Queue or IFS•Sign documents from PC/Network Directory•Microsoft Excel and Microsoft Word add-ins •Command line switches for automated processes•Integrate to IBM i or PC app workflows•Automatically print, email, and file after signing•Exit points to call custom code
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SignHere: Signature Capture Devices
• Windows desktop, laptop, or tablet• Windows-based thin clients• Topaz signature capture devices• Microsoft Ink-based capture devices• Touch screen monitors and PCs• Windows 7, 8, or 10 are supported
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SignHere: Sample Signature Capture
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SignHere: Automated Signing Process
WebDocs
Sign any PDF, TIFF, or IBM i spool file
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SignHere: Sign Word, Excel, and PC Documents
WebDocs
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SignHere: Integration
SignHere can be easily integrated with other HelpSystems products!
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Demo Time
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Questions and AnswersPlease enter your questions in the chat log.
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Thank You for Attending
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For More Information:
2016 IBM i Marketplace Survey Resultshttp://www.helpsystems.com/ibm-i-marketplace-study
2016 IBM i User Group June 20–23http://www.helpsystems.com/shiftit
Website:http://www.helpsystems.com/rjs
Telephone:Sales: 800-328-1000
Support: +1 952-933-0609
Technical Experts:[email protected]@helpsystems.com