Signing Documents Doesn't Have to Be So Hard

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

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

SignHere: Automated Signing Process

WebDocs

Sign any PDF, TIFF, or IBM i spool file

SignHere: Sign Word, Excel, and PC Documents

WebDocs

SignHere: Integration

SignHere can be easily integrated with other HelpSystems products!

Demo Time

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:richard.schoen@helpsystems.comgreg.schmidt@helpsystems.com