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Dock Door Signing Made Easy
Go Paperless by Automating Your Key Document Processes
Dock Door Signing Made Easy
Your Presenters
Richard Schoen
Director of Document Management
Greg Schmidt
Senior Technical Solutions Consultant
Dock Door Signing Made Easy
• HelpSystems Introduction
• Document management Introduction
• Common Document Signing Use Cases
• Technology Demo
• Q&A
The Journey to Paperless Signing
Dock Door Signing Made Easy
Document Management Solution Overview
Dock Door Signing Made Easy
Document Management Solution Overview
Dock Door Signing Made Easy
Document Management Solution Overview
Dock Door Signing Made Easy
Document Management Solution Overview
Dock Door Signing Made Easy
Input Forms—Capturing Data
• Turn any paper-based form into an online form
• Validate data as it’s entered (no re-keying)
• Capture signatures on forms
• Merge data with fillable PDFs for pixel-perfect output
• Store in Webdocs (if form needs to be preserved)
Output Forms—Generating Business Output
• Eliminate pre-printed forms
• Generate form document output as PDF, TIFF, Excel, and CSV
• Use spool files, text files, XML, and database for source data
• Create individual documents or document packets
• Print, email, and file automatically to network folder,
SharePoint, or Webdocs
Forms Management
UP NEXT...
Common Paperwork Challenges
Dock Door Signing Made Easy
Documents Need Signatures
• Bills of lading
• Proofs of delivery
• Sales proposals
• Contracts
• Expense reports
• Time sheets
• Loan agreements
• Bills of lading
• Proofs of delivery
• Sales proposals
• Contracts
• Expense reports
• Time sheets
• Loan agreements
Dock Door Signing Made Easy
• 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…
Regulatory Standards
Dock Door Signing Made Easy
Business Need
Capture signatures on business documents
Solution: Sign Here
• 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
Why Is Capturing Signatures So Hard?
Dock Door Signing Made Easy
Business Need
Capture signatures on paperwork—it’s as easy as 1.2.3.
Solution: Sign Here
• Generate
• Sign
• File
Integrated Production Signature Capture
Dock Door Signing Made Easy
Business Need
Capture signatures in the field
Solution: Sign Here
• Create daily documents
• Load documents to laptop or tablet for signing
• File signed documents automatically
Proof of Delivery Signatures
Dock Door Signing Made Easy
Business Need
Capture signatures at the dock door
Solution: Sign Here
• Generate documents
• Pull up documents for signing from ERP application screens
• File signed documents automatically
Bill of Lading Signatures
Dock Door Signing Made Easy
Business Need
Deliver documents for remote signing
Solution: Sign Here
• Generate
• Electronically distribute and route
• Sign and file
Signing Documents at Multiple Locations
Dock Door Signing Made Easy
Business Need
Update ERP system after documents are signed
Solution: Sign Here
• Save signed document
• Update status in order, shipment, or other business
table for auditing
• Generate real-time invoicing or other audit reports
and notifications
ERP System Integration
Dock Door Signing Made Easy
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
Sign Here Signature Capture Software
Dock Door Signing Made Easy
Integrate signature capture to any business process
• Microsoft Excel and Microsoft Word add-ins
• Command line switches for automated processes
• Integration with IBM i or PC app workflows
• Automatic printing, emailing, and filing after signing
• Exit points to call custom code
Signature Capture Process integration
Dock Door Signing Made Easy
• 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
Signature Capture Devices
Dock Door Signing Made Easy
• Browser based data entry forms
• Capture one or more signatures
• Form validation
• Custom form logic
• Pixel perfect PDF output
• iOS, Android mobile devices supported
• Desktops browser signing supported
Mobile Signature Capture
Dock Door Signing Made Easy
Sample Signature Capture
Dock Door Signing Made Easy
WebDocs
Sign any PDF, TIFF,
or IBM i spooled file
Automated Signing Process
Dock Door Signing Made Easy
Sign Word, Excel, and Other PC Documents
WebDocs
Print to PDF to sign
from any application
Dock Door Signing Made Easy
Sign Here can be easily integrated with other HelpSystems products!
HelpSystems Product Integration
UP NEXT...
Demo Time
UP NEXT...
Questions and Answers
Please enter your questions in the chat log
Dock Door Signing Made Easy
For More Information
Website:
https://www.helpsystems.com/solutions/document-forms-
management
Telephone:
Sales: 800-328-1000
Support: 952-933-0609
Technical Experts:
richard.schoen@helpsystems.com
greg.schmidt@helpsystems.com
Thank You for Attending

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Dock Door Signing Made Easy

  • 1. All trademarks and registered trademarks are the property of their respective owners.© HelpSystems LLC. All rights reserved. Dock Door Signing Made Easy Go Paperless by Automating Your Key Document Processes
  • 2. Dock Door Signing Made Easy Your Presenters Richard Schoen Director of Document Management Greg Schmidt Senior Technical Solutions Consultant
  • 3. Dock Door Signing Made Easy • HelpSystems Introduction • Document management Introduction • Common Document Signing Use Cases • Technology Demo • Q&A The Journey to Paperless Signing
  • 4. Dock Door Signing Made Easy Document Management Solution Overview
  • 5. Dock Door Signing Made Easy Document Management Solution Overview
  • 6. Dock Door Signing Made Easy Document Management Solution Overview
  • 7. Dock Door Signing Made Easy Document Management Solution Overview
  • 8. Dock Door Signing Made Easy Input Forms—Capturing Data • Turn any paper-based form into an online form • Validate data as it’s entered (no re-keying) • Capture signatures on forms • Merge data with fillable PDFs for pixel-perfect output • Store in Webdocs (if form needs to be preserved) Output Forms—Generating Business Output • Eliminate pre-printed forms • Generate form document output as PDF, TIFF, Excel, and CSV • Use spool files, text files, XML, and database for source data • Create individual documents or document packets • Print, email, and file automatically to network folder, SharePoint, or Webdocs Forms Management
  • 10. Dock Door Signing Made Easy Documents Need Signatures • Bills of lading • Proofs of delivery • Sales proposals • Contracts • Expense reports • Time sheets • Loan agreements • Bills of lading • Proofs of delivery • Sales proposals • Contracts • Expense reports • Time sheets • Loan agreements
  • 11. Dock Door Signing Made Easy • 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… Regulatory Standards
  • 12. Dock Door Signing Made Easy Business Need Capture signatures on business documents Solution: Sign Here • 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 Why Is Capturing Signatures So Hard?
  • 13. Dock Door Signing Made Easy Business Need Capture signatures on paperwork—it’s as easy as 1.2.3. Solution: Sign Here • Generate • Sign • File Integrated Production Signature Capture
  • 14. Dock Door Signing Made Easy Business Need Capture signatures in the field Solution: Sign Here • Create daily documents • Load documents to laptop or tablet for signing • File signed documents automatically Proof of Delivery Signatures
  • 15. Dock Door Signing Made Easy Business Need Capture signatures at the dock door Solution: Sign Here • Generate documents • Pull up documents for signing from ERP application screens • File signed documents automatically Bill of Lading Signatures
  • 16. Dock Door Signing Made Easy Business Need Deliver documents for remote signing Solution: Sign Here • Generate • Electronically distribute and route • Sign and file Signing Documents at Multiple Locations
  • 17. Dock Door Signing Made Easy Business Need Update ERP system after documents are signed Solution: Sign Here • Save signed document • Update status in order, shipment, or other business table for auditing • Generate real-time invoicing or other audit reports and notifications ERP System Integration
  • 18. Dock Door Signing Made Easy 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 Sign Here Signature Capture Software
  • 19. Dock Door Signing Made Easy Integrate signature capture to any business process • Microsoft Excel and Microsoft Word add-ins • Command line switches for automated processes • Integration with IBM i or PC app workflows • Automatic printing, emailing, and filing after signing • Exit points to call custom code Signature Capture Process integration
  • 20. Dock Door Signing Made Easy • 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 Signature Capture Devices
  • 21. Dock Door Signing Made Easy • Browser based data entry forms • Capture one or more signatures • Form validation • Custom form logic • Pixel perfect PDF output • iOS, Android mobile devices supported • Desktops browser signing supported Mobile Signature Capture
  • 22. Dock Door Signing Made Easy Sample Signature Capture
  • 23. Dock Door Signing Made Easy WebDocs Sign any PDF, TIFF, or IBM i spooled file Automated Signing Process
  • 24. Dock Door Signing Made Easy Sign Word, Excel, and Other PC Documents WebDocs Print to PDF to sign from any application
  • 25. Dock Door Signing Made Easy Sign Here can be easily integrated with other HelpSystems products! HelpSystems Product Integration
  • 27. UP NEXT... Questions and Answers Please enter your questions in the chat log
  • 28. Dock Door Signing Made Easy For More Information Website: https://www.helpsystems.com/solutions/document-forms- management Telephone: Sales: 800-328-1000 Support: 952-933-0609 Technical Experts: richard.schoen@helpsystems.com greg.schmidt@helpsystems.com Thank You for Attending

Hinweis der Redaktion

  1. Good Morning Everyone and welcome to our live webinar. Today is Tuesday November 15th I’m Richard Schoen coming to you from our offices in Eden Prairie MN I’ll be the moderator today for our webinar titled: Speed Up Your Manufacturing and Distribution with Paperless Processes Chances are your company has many areas where paper still permeates your daily manufacturing and distribution business processes. Todays educational webinar will be an introduction to many key paperless process use case concepts that can help you to get much of the mundane work done more efficiently. Getting rid of the daily drudgery allows your employees to better service your vendors and customers. No matter which ERP or system you’re using whether it’s from Infor, Epicor, Oracle, Microsoft or you have another vendor application or you’ve built your own home grown business systems, you most likely have the need to better manage your daily reports, documents and other paper based processes. Whether your ERP is running on IBMi, Windows, Linux or AIX this session will you start thinking about making your documents an integrated part of your users daily process with little or no learning curve.
  2. As I mentioned I am Richard Schoen, Director of Document Management Technologies here at HelpSystems. I am part of the technical solutions group bringing topics like this to our customers and prospective customers. I have over 28 years of background with IBMi, Windows and Linux platforms and managing and delivering forms and documents and helping customers implement paperless process and system integration. My co-presenter today is Greg Schmidt. Good morning Greg……….why don’t you introduce yourself and tell us a little about your role here at HelpSystems.
  3. Todays journey will hopefully provide a good educational introduction to many key document and paperless process management concepts, use cases and integrating those processes to your ERP system. We will provide a brief introduction to HelpSystems and the HelpSystems document management solutions that help businesses implement paperless process. Then we will review some key ERP bottleneck areas that might be good places to start when you begin thinking about automating your paper based processes. After that we’ll talk about some common paperless process use cases Then Greg will provide a short integration technology demo so you can see what life might be like after integrating your document management processes with your ERP system. We will end with a few minutes of Q&A so please enter your questions as we go. All of the paperless concepts we discuss in today’s session can be facilitated using the HelpSystems document management technology, so we will stay pretty focused on business use case discussion for most of the webinar. If you see something you like you can reach out to us after today’s webinar and we can talk more about your specific paperwork scenarios and how you might be able to automate them. Feel free to enter your questions in the chat window as we go and we will address them towards the end of the webinar. Select “All Presenters” so the questions are directed to both me and Greg. We’ll also plan to complete our session in 40-45 minutes so you have plenty of time to make your next important meeting. Also todays event is being recorded and you will receive a link after the webinar to share with anyone in your organization who couldn’t attend todays session.
  4. The HelpSystems documents management solution covers 3 core areas of a business Document Management Process Management Forms Management
  5. Document management – This focuses around capturing and managing scanned paper documents, electronic reports from IBMi and other systems, mfg drawings, email, inbound faxes and other electronic documents such as photos, videos and more. We can manage any document that can be created in a PC format.
  6. Process management – Webdocs contains a built-in document routing system to provide the ability to electronically route documents to the right people for review and approval as well as electronic signature capture. Signatures can be captured via desktop software or web based forms that can be sent out via the internet
  7. Forms management – Forms management covers two different but important areas. Input forms – We can take any paper based form and turn it into an online version where data can be captured. This is a great way to capture data right away without re-keying. Output forms – generating high quality business output documents such as invoices, purchase orders, statements, bills of lading, checks and more to reduce paper usage.
  8. Input forms – We can take any paper based form and turn it into an online version where data can be captured directly into a business system. This is a great way to capture form based data right away without re-keying. Output forms – generating high quality business output documents such as invoices, purchase orders, statements, bills of lading, checks and more to reduce paper usage.
  9. Let’s talk about some of the common manufacturing and distribution business use cases for paperless process.
  10. Businesses generate all kinds of documents that need signatures applied. From sales proposals and orders to bills of lading and invoices and more, the one common denominator is that signatures need to be captured and the resulting documents need to be filed. Then associated business systems need to be updated based on those signatures. Proof of Delivery, loan and insurance documents and health care records are among the many documents that need to get signed that can have a great impact on the business. For missing signed proofs of delivery, businesses cannot bill for merchandise and may not get paid. For unsigned loan documents, a new homeowner may not be able to close on their mortgage. And for unsigned healthcare records, a patient may not receive a service or procedure they desperately need. Electronic signature software has made these processes much easier to manage.
  11. Businesses are also slowed down by having to comply with government regulations. Over the past several years digital signatures have become widely accepted in all industries as a way to quickly sign documents. This has paved the way for business process improvement by implementing digital signature capture software to streamline the capture and dissemination of signed documents. Electronic signature capture is a great a way to create demonstrable capture processes that show government compliance.
  12. So what’s the problem ? Why is it so hard to capture document signatures ? In todays world many businesses still manually print paperwork for signing. Often multiple copies are printed, signed and then manually re-filed in paper filing cabinets. In some scenarios Many people many need to sign documents. When approvers are located in remote office locations this can compound the problem because documents need to be printed, shipped, signed and shipped again. With all this manual process, lots of costs are incurred for shipping costs, employee labor and wait times when delivery drivers need to sign multiple pages on a bill of lading document which could be hundreds of pages long. --------------------------------------------------------------------------- Manually printing paperwork. Manually signing paperwork. Manually filing paperwork Lost time for document retreival Signing multiple pages Capturing signatures in the field Production signing processes. (There are many products geared for one-off document signing, but few are geared for high volume document production environments which is where SignHere excels. We’re going to cover some use cases in today that can be quickly automated with SignHere to improve processes and save time and money.
  13. Signing documents with SignHere is as easy as 1.2.3. Your daily business processes can simply: Generate PC documents or IBM i spool files as PDF or TIFF documents for signing. Automated processes can then be used to launch documents for signing at the press of a button from a browser based or windows application or function key if you happen to be using 5250 applications. After signing, documents can be Printed if needed and then emailed, and filed automatically to network folders, Sharepoint, or WebDocs. By implementing an integrated electronic signing process, chances of losing or misfiling are greatly reduced. Also think of the ability for signed documents to be immediately available across the company. The benefits are many and the only drawback is that you might miss the opportunity to visit the filing room on a regular basis to get your daily exercise.
  14. Often delivery drivers have to take printed paperwork with them to a customer site to capture their signatures. Imagine a process where in the morning a driver pushes a button to load up their tablet with the days orders in PDF format. Then they go out in the field for their daily delivery rounds where WiFi/MiFi/Cell connectivity may be spotty. At each stop they capture a signature on the appropriate shipping documents. And if all pages need signing, they only need to make the signer enter their signature one time. At lunch time, end of day or whenever connectivity is available, signed documents are synced back to the corporate ERP system and automatically filed in PDF format. And the delivery info in the ERP system is also updated with signature status so invoices can be generated right away and a customer copy of the signed documents can be emailed or printed for mailing if paper is required. This is a use case that any company with delivery drivers or employees who work in remote locations around the property where online access may be spotty can still get their documents signed.
  15. When truck drivers pull up to a loading dock, load their shipments and are ready to go, often they are delayed by paperwork issues. There may be someone standing in line ahead of them reviewing and signing a 100 page Bill of Lading document. Or the printer may be out of paper so they have to wait until the paper is flowing once again to print multiple copies of a Bill of Lading for signing. What if the process could be as easy as quickly reviewing the bill of lading and then signing all pages with a single signature and heading out the door so your important deliveries can be completed on time. With SignHere you can get you shipments moving quicker and keep your drivers and customers happy.
  16. We see this scenario all too often. Documents and paperwork get generated and printed at corporate headquarters. The unsigned paperwork is then mailed or couriered to remote sites for signing or approvals. After signing, copies are photo-copied or scanned and then re-printed and filed at corporate. Or worse yet the signed documents are couriered back to corporate after signing costing more money in shipping costs and printed paper. What if there were a way to: Generate documents one time electronically. Then route the documents via an electronic workflow system for signatures and approvals. And finally capture the final signed document copies without generating any paper, except maybe a printed copy for the customer. Using SignHere your business can implement an electronic approval document routing system that saves your mailroom lots of time and money.
  17. When documents are signed, they can automatically update an ERP database field or perform some other business process such as sending out a copy of a signed document or perhaps immediately emailing a copy of the signed document to the vendor or customer. Imagine a guest signing a registration card at a hotel and updating their checked-in status automatically. Or when a delivery driver picks up or drops off a load and gets a signature, updating the shipment status to delivered so an invoice can be sent immediately. Or let’s say a piece of equipment fails and a work order needs to be generated for repair and needs signoff from the maintenance or engineering team before work can be done. The opportunities for integrating signature capture to your ERP or financial systems are endless.
  18. Capture Signatures on Any Business Document So what is SignHere ? Signhere is our desktop signature capture software. Sign any PDF or TIFF document IBM i Text, AFP or IPDS Spool files supported as well as PDF documents generated by our iForms software or any other 3rd party forms product that generates PCL or PDF. On IBMi systems with V7R1 and above documents can be quickly captured to PDF for signing using the CPYSPLF command. Sign document via Topaz, Microsoft Ink and PC tablets Sign documents from IBM i Outq or IFS Sign documents from PC/Network Dir Use the Excel and Word add-ins to sign directly from these applications. Use the command line switches for automated signing process options such as displaying the signature capture dialog directly after opening a document; or signing, saving and closing a document automatically to make signing processes feel fully integrated to your business applications. Integrate to IBM i or PC application workflows. Pretty much any process that generates PDF or TIFF is a candidate for integration with SignHere. Automatically print, email and file documents after signing. Automatic exit points can be used to call custom code to update database tables after signing or automatically email and file a document or perform other custom business logic. Exit points can be written in .Net or custom CL programs can be written on IBM i.
  19. Capture Signatures on Any Business Document So what is SignHere ? Signhere is our desktop signature capture software. Sign any PDF or TIFF document IBM i Text, AFP or IPDS Spool files supported as well as PDF documents generated by our iForms software or any other 3rd party forms product that generates PCL or PDF. On IBMi systems with V7R1 and above documents can be quickly captured to PDF for signing using the CPYSPLF command. Sign document via Topaz, Microsoft Ink and PC tablets Sign documents from IBM i Outq or IFS Sign documents from PC/Network Dir Use the Excel and Word add-ins to sign directly from these applications. Use the command line switches for automated signing process options such as displaying the signature capture dialog directly after opening a document; or signing, saving and closing a document automatically to make signing processes feel fully integrated to your business applications. Integrate to IBM i or PC application workflows. Pretty much any process that generates PDF or TIFF is a candidate for integration with SignHere. Automatically print, email and file documents after signing. Automatic exit points can be used to call custom code to update database tables after signing or automatically email and file a document or perform other custom business logic. Exit points can be written in .Net or custom CL programs can be written on IBM i.
  20. What kind of devices does Signhere support ? In many cases with a small tablet, a process can be used to load up documents for signing on a device. Then the device can be taken offline and documents signed throughout the day and synced back to the network later as we discussed in our use case scenarios. Signhere supports several methods of capturing signatures. Windows desktop, laptop or standalone Windows tablets are supported. Today’s touch screen Windows devices allow anybody to sign a document using SignHere and their finger. Topaz signature capture devices can also be used, However with touch screen devices available now, Topaz devices are really no longer required and the cost of a small fully functional touch screen Windows device allows existing Windows apps to be loaded on the device as well. Standalone touch screen monitors or integrated all in one PCs with touch screen monitors are also supported as well. Winbook and other vendors now offer full Windows 8.1 and 10 tablets from 7” at $59 to 10” ~$179-199. And Microsoft has the new surface devices for around $500. We’ve seen the prices for these devices come down dramatically over the past few years dramatically reducing the potential capital expenditure if a company needs to purchase many devices for drivers or remote workers. One example of this. I talked to a customer recently who had been looking at paying $1000 per device for 80 devices for a total expenditure of $80,000. With $200 devices available that expenditure can be reduced to $16,000 making it easier to get budget approved because the devices can be used for more than just signature capture. The device landscape is always changing so contact us before selecting devices for your signature capture process.
  21. This is a screen shot showing the SignHere signature capture desktop application. We’ll take a closer look at the application in a few minutes during our demo.
  22. This is an overview of our integrated document signature capture process. An automated signature capture process can usually go like this: A user or background job can generate an IBM i spool file document or PC applications can generate PDF or TIFF documents that need to be signed. In many cases a customer may use our iForms electronic forms product to first generate a form document from an IBMi spool file or database for signing. Then a function key can be pressed from within a 5250 screen or a PC application may generate a PDF document that needs to be signed. After the document gets generated it can be automatically launched for signing in SignHere. We have various methods to seamlessly launch interactive signing such as calling a CL command from IBMi or calling the SignHere application from a PC command line. After signing, a document can be automatically printed, emailed or sent over to be archived in a network directory, or document management system such as Sharepoint or WebDocs. This is a great way to create a seamless, integrated signature capture process for your critical production documents such as order, shipments, bills of lading, HR documents and more.
  23. SignHere also has office addins for Word and Excel that can be used for signing documents. Users can also print from any desktop or laptop application to a PDF for automatic signing using one of the many free or low cost PDF print drivers available. Windows 10 also has print to PDF built-in. After signing, a final document can be printed, emailed or sent over to be archived in a network directory, or document management system such as Sharepoint or WebDocs. Integrated PC application document signing is a great way to eliminate steps and streamline capture processes without any changes to your existing applications. Pretty much any application that can print can generate documents quickly for signing.
  24. We would be remiss is we didn’t mention that SignHere can be integrated with most of the existing HelpSystems products. SEQUEL or Showcase are used to generate reports and documents. PDFs can be generated and routed for signatures electronically. Capture signatures on PowerTech or Skyview audit reports that can be routed for electronic signature capture. Robot, Halcyon, Bytware, CCSS and system generated reports from any of our IBM i or non-i software can be integrated into a SignHere document signing process. These could be job checklists, job reports and any of the output generated as reports. AutoMate, our Windows process automation software can generate, burst and stage documents for signing or capture to WebDocs or Sharepoint for filing.. iForms can be used to generate business forms and documents such as invoices, bills of lading, proofs of delivery and more for signature capture processes. Hopefully hearing about the many ways in which SignHere can be integrated to your internal processes has stimulated your thoughts and you’re imagining the documents your company generates where you might want to capture signatures. We look forward to hearing your input and talking about your needs.
  25. Now we’re going to take a quick look at a couple of SignHere document signing scenarios. Greg will be providing a short product demo of some of the SignHere signature capture features.
  26. OK, now we’re going to take time for a little Q&A. I will also show a poll with a couple of questions we can share with the group. When entering questions, please remember to Select “All Presenters” so your questions are directed to me. How easy is it to integrate signature capture into an existing paperwork process ? When getting started with your initial proof of concept for usage, you can start capturing signatures by simply installing the SignHere software and opening any existing PDF or TIFF document. We also have an output queue interface where IBMi users can select an existing spool file for signing by simply clicking to select the report to be signed. Can I sign all pages of a document all at once ? Yes, a single signature can be applied to all pages of a document at once. Many times when shipments are picked up by delivery drivers they may have large bill of lading documents where every page needs to be signed. SignHere can optionally apply signatures to all pages of a document from a single signature to save drivers time and help them get on the road. Can I place other information on a document rather than just a signature ? Signed documents often have other items that need to be filled in such as check boxes to answer questions or possibly a note added to denote broken merchandise or some other comment. SignHere fully supports check boxes and additional text annotations as well as automated date stamping when a signature is added to a document to help insure document information scan be completed without printing. Then and only then is the final copy saved, filed, printed (if needed) and archived. Users can also design where the information lands on the document page to insure each document type that needs to be signed automatically drops information in the correct location on the document. Can I sign plain IBM i spool file documents ? Yes, no form overlays are required. As we mentioned earlier any spool file can be converted to a PDF document via CPYSPLF on V7R1 and above and with other methods such as our native PDF converters or other 3rd party PDF creation software you may have already in place. Can signing be launched from another application ? Yes signature capture can be launched by calling the SignHere EXE from a PC command line or via our native CL command processes. Can I update a table in my ERP system after a signature is captured on a document ? Yes, using the exit points in SignHere you can implement any additional processing such as calling a web service, updating a database or anything else a. Net application can do. You can also integrate singhere to existing RPG and CL processes which covers pretty much anything on IBMi. Can I customize the signature capture process ? SignHere has exit points that can be created in .Net on the PC or CL and RPG can be used to integrate with IBMi applications. Can I do web based signing of documents ? If you need to implement a web based signature capture process, you will probably want to consider taking a look at our web forms software. Web forms allows companies to take a paper based form process and turn it into an online form where the document can be sent out over the web for signing. Feel free to reach out to me or Greg directly or check out our recent webinars on the RJS site located at helpsystems.com/rjs Can I generate a document, call a signature capture process and file a signed document all in one action? Yes, if you want the process to be very simple and simply pop up a signature dialog and then automatically save, file and print the signed document if needed. You can make the process that simple. Can I sign documents from a PC application? Yes, as mentioned you can sign documents from pretty much any PC application that generates a PDF or TIFF document or that can print to a printer driver. Users can print a document to PDF and automatically call it up for signing. Are electronically signed documents legal ? Yes absolutely. We talked about it in our slide at the beginning. If you visit helpsystems.com/rjs you can also download our whitepaper titled: Electronic Signatures – Are They Legal ? Why not use Adobe Acrobat or other signing software ? Adobe acrobat, DocuSign and other applications of this nature are typically used for one-off signing of documents. While it’s convenient to sign documents using these type applications for one-off captures, they aren’t very efficient when trying to create a high volume signing process that is integrated to a core ERP or other business application. The goal of SignHere is to make the signing process as transparent as possible when capturing signatures. Generate document, push button to sign, auto-file and print as needed. Our mantra is to help people who use our software make it feel as if it’s integrated to their daily applications so they can focus on getting work done, not on spending 1-5 minutes getting a document signed using another one-off document tool. What about iOS or Android document signing ? Our main option for mobile signing centers around our WebForms software which we talked about earlier. With webforms a web based form is created and a URL can be sent out to a vendor, employee or customer for completing data entry and signing. Then the data and signatures are stored with the form. And if needed we can still generated PDF output documents. WebForms can be completed and signed using any desktop PC, laptop or mobile phone or tablet including iOS and Android devices. If mobile device users need to get PDF documents signed, we recommend using the available mobile device signing software (such as Adobe Acrobat) which is usually free or low cost. Since mobile document apps are already integrated to email, dropbox, google drive, onedrive or other file sharing applications to send out documents for signing, our software can be used to stage the documents for distribution to the mobile devices and for capturing the signed documents as they are returned via email or one of the file sharing application. After a document is received we can integrate it into an automated business process that can capture the document, store it and kick off additional business processes as we talked about with SignHere. It doesn’t make sense for us to provide a true mobile signing app when there are apps already freely available. In these scenarios we simply handle the documents as they are received and automate the back-end processes. How do I get started ? Download and install a demo of SignHere today.
  27. Thanks for attending our webinar today. We hope you learned some helpful information to allow your company to start thinking about moving towards implementing electronic signature capture to improve your document filing, audit and storage processes and reduce paper usage and postage costs. And of course if you have any additional questions on our signature capture, web forms or other document management technology, feel free to reach out to our sales team, Greg Schmidt or me and we will be happy to address your questions or provide a more in-depth technical demo. You will also receive a link to this recording so you can share this webinar with those in your company who could not attend today’s session. Again thanks for attending todays webinar. Have a great day and enjoy the rest of your week. Pause for a moment. Stop screen sharing Save polling answers.