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Sign & share documents online
A Harmony solution
(using the Evidos platform)
(1) Generate any document
(2) Control that documents are signed
(3) Share the signed document(s)
(4) Add signee/provide access to case
(see notes)
• We live in a digital era
• By the end of 2014 close to 4 billion PCs, phones
and tablets will be connected to Internet
• Digital communication is thé most used channel
• Online signing is fast, easy and safe
• Generated documented can be signed on PCs,
tablets (iPad) and smart phones
• Online signing is creating digital archives
• Documents are automatically saved
• For both parties
• Documents are linked to the “case” / workflow
• This provides the context/relevance of these documents
Why Harmony eSign: online signing
1. Create documents
a.Create Google DOCS document s
2. Standard or modified workflows
a.Does standard match your requirements?
i. Run the workflow
b.Create your own, specific, workflow
i. Change/add tasks
ii.Add additional data items …. more …
3. Workflow execution
i. Sends notification to addressee
ii.Addressee signs (or rejects)
iii.Next steps are executed
About Harmony eSign
ESIGN– WHAT IT DOES
The standard workflow
(1) customer enters information
• Customer needs to be approved by call center
• (note there are two tasks in the Call center queue)
(2) call center approves
• Once a call center agent approves the process continues
• (note there are now three tasks in the Call center queue)
(3) A notification email is received
• It uses the customer registration data (from step 1)
• (the emails are generated using Harmony templates)
(4) ‘asked’ to sign document
• Once a call center agent approves the process continues
• (note there are now three tasks in the Call center queue)
(4b) – same on smartphone
• The same document on a smart (i)Phone
• (no need for special devices)
(5) Customer account created
• Once the customer accepts … his/hers data is added
• (to the customer file (which by the way is available in a spreadsheet – providing easy access))
(6) Customer account options
• A customer account is created …. [menu] options available
• (Customer has 3 options available)
(7) The signed document is shared
• The signed document can be viewed
• (The document is in Google DOCS – the best platform for sharing documents)
(8) Case data & history overview
• Internal users have access to all events, all cases, all data
• (depending on authorization – see next slide
(9) Authorization options
• Access to workflows depends on group settings
• (Events can be “opened up” to internet users)
CREATING ESIGN APPS
How to configure a Harmony eSign workflow
Creating dialogs (user interface)
• Dialog items show the fields on the UI
• The item “company onboarding” will be used to
control the workflow (see next slide)
• Harmony supports multiple languages
Create business logic (rules)
• The item “company onboarding” is used to start the next step in the
workflow
• Next step is the dialog “customer approval” (columns G,H,I)
• This step has to be done by the group (queue) “call center” (J)
Create template
• The template is a Google
DOCS text document
• Label the fields using
@____.____ format
• Harmony will “merge”
fields with the
document
Learning more about creating Harmony
applications
• Harmony provides powerful features
– Most (>90%) business processes can be
implemented in 20% of the time it usually takes.
• Start learning about Harmony … our sample
sales process:
– The Harmony sales process (supporting quote,
accept and shipping a product) demonstrates
• How to create a simple app in 30 minutes
• A complex app in 10 – 14 hrs)
For more information
• Visit our website on eSign
– http://liquidsequence.com/sign-documents-online.html
• Harmony & Testimony product (features) overview
– http://www.slideshare.net/LiquidSequence/harmony-overview-
product-features-java-and-php-extension-33679367
• Follow us on Google+:
– https://plus.google.com/+Liquidsequence/posts
• Our YouTube channel:
– https://www.youtube.com/user/LiquidSequence
Our partner Evidos provides solutions for e-signatures and e-ID's.
Evidos stands for Evidence with applications and on-line services
for:
•Electronic Signatures
•Digital Identity
•Secure communications

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Create, sign and share documents online using Google DOCS

  • 1. Sign & share documents online A Harmony solution (using the Evidos platform) (1) Generate any document (2) Control that documents are signed (3) Share the signed document(s) (4) Add signee/provide access to case (see notes)
  • 2. • We live in a digital era • By the end of 2014 close to 4 billion PCs, phones and tablets will be connected to Internet • Digital communication is thĂŠ most used channel • Online signing is fast, easy and safe • Generated documented can be signed on PCs, tablets (iPad) and smart phones • Online signing is creating digital archives • Documents are automatically saved • For both parties • Documents are linked to the “case” / workflow • This provides the context/relevance of these documents Why Harmony eSign: online signing
  • 3. 1. Create documents a.Create Google DOCS document s 2. Standard or modified workflows a.Does standard match your requirements? i. Run the workflow b.Create your own, specific, workflow i. Change/add tasks ii.Add additional data items …. more … 3. Workflow execution i. Sends notification to addressee ii.Addressee signs (or rejects) iii.Next steps are executed About Harmony eSign
  • 4. ESIGN– WHAT IT DOES The standard workflow
  • 5. (1) customer enters information • Customer needs to be approved by call center • (note there are two tasks in the Call center queue)
  • 6. (2) call center approves • Once a call center agent approves the process continues • (note there are now three tasks in the Call center queue)
  • 7. (3) A notification email is received • It uses the customer registration data (from step 1) • (the emails are generated using Harmony templates)
  • 8. (4) ‘asked’ to sign document • Once a call center agent approves the process continues • (note there are now three tasks in the Call center queue)
  • 9. (4b) – same on smartphone • The same document on a smart (i)Phone • (no need for special devices)
  • 10. (5) Customer account created • Once the customer accepts … his/hers data is added • (to the customer file (which by the way is available in a spreadsheet – providing easy access))
  • 11. (6) Customer account options • A customer account is created …. [menu] options available • (Customer has 3 options available)
  • 12. (7) The signed document is shared • The signed document can be viewed • (The document is in Google DOCS – the best platform for sharing documents)
  • 13. (8) Case data & history overview • Internal users have access to all events, all cases, all data • (depending on authorization – see next slide
  • 14. (9) Authorization options • Access to workflows depends on group settings • (Events can be “opened up” to internet users)
  • 15. CREATING ESIGN APPS How to configure a Harmony eSign workflow
  • 16. Creating dialogs (user interface) • Dialog items show the fields on the UI • The item “company onboarding” will be used to control the workflow (see next slide) • Harmony supports multiple languages
  • 17. Create business logic (rules) • The item “company onboarding” is used to start the next step in the workflow • Next step is the dialog “customer approval” (columns G,H,I) • This step has to be done by the group (queue) “call center” (J)
  • 18. Create template • The template is a Google DOCS text document • Label the fields using @____.____ format • Harmony will “merge” fields with the document
  • 19. Learning more about creating Harmony applications • Harmony provides powerful features – Most (>90%) business processes can be implemented in 20% of the time it usually takes. • Start learning about Harmony … our sample sales process: – The Harmony sales process (supporting quote, accept and shipping a product) demonstrates • How to create a simple app in 30 minutes • A complex app in 10 – 14 hrs)
  • 20. For more information • Visit our website on eSign – http://liquidsequence.com/sign-documents-online.html • Harmony & Testimony product (features) overview – http://www.slideshare.net/LiquidSequence/harmony-overview- product-features-java-and-php-extension-33679367 • Follow us on Google+: – https://plus.google.com/+Liquidsequence/posts • Our YouTube channel: – https://www.youtube.com/user/LiquidSequence Our partner Evidos provides solutions for e-signatures and e-ID's. Evidos stands for Evidence with applications and on-line services for: •Electronic Signatures •Digital Identity •Secure communications

Hinweis der Redaktion

  1. V 0.11 (27-June) English version of “signing” included. Evidos text added