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Thank you for joining us as we explore
Welcome Everyone!
Netwoven Confidential & Proprietary Information
SharePoint, Nintex and DocuSign -Putting it all together
How to Ask Questions
• Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questionsor we will follow up after the webinar.
• If you have a question or an issue:
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o We will sort through the questions real time and present those most frequently asked to our panel at the end of the presentation
o If you have any issue, click on the hand
• If you have a question that does not get addressed, we will post answers in our Netwoven blog or contact us via email.
Walt De Petris
COO
Netwoven
Issues
Questions
Who is Netwoven
Netwoven is a solution consulting firm serving large & mid-size enterprises
We were founded in 2001 by former Microsoft executives
Top domain experts from multiple industries and technology firms like Microsoft, Accenture, Oracle & Intel
U.S. headquartered company with global development center
Netwoven Services
• Office365 & SharePoint Architecture, Planning & Implementation
• Business Process Management (Nintex)
• Migration Services from earlier versions SharePoint or similar systems
• Social and Search based solutions
• Enterprise Content Management
• Web, Intranet & Collaboration Sites
• Big Data Management& Visualization
• Integrated Digital Marketing
• Platform Managed Services
Customers
TECHNOLOGY
SOLUTION
CONSULTING
Rajesh Agadi
• Worked for clients like Federal Reserve Bank, Chevron, Charles Schwab, Bank Of America
• Served both Fortune 500 & Mid-Market clients as an ECM strategist
• Has worked with SharePoint and O365 since its inception
• Extensive Experience with third-party tools…Nintex/K2/Metalogix/MetaVis…..
• Extensive knowledge in Infrastructure to Information Architecture, Enterprise Architecture, Portals, Workflows, ECM/WCM, Branding, Custom Solutions, Migrations.
Engagement Director at Netwoven
ECM Practice Lead
MCSD,MCTS,MS P-TSP
Board member of Silicon Valley SharePoint User Group
http://rajeshagadi.blogspot.com/
@rajeshia
Today’s Agenda
• Solution Approach
• User Experience Demo
• Nintex Platform Overview
• DocuSign Platform Overview
• Nintex and DocuSign Integration
• Workflow Challenges
• Q&A
2 Legal Request and Approval Solutions
• SharePoint Document Signature – SharePoint/Nintex centric review process with DocuSign signature integration
– Legal team maintains Word document templates
– Benefits:• Easy for legal team to maintain document template on SharePoint
• Review control managed via SharePoint
• DocuSign Template Signature– More advanced use of DocuSign templates and fields
– SharePoint/Nintex process plus some DocuSign workflow steps
– Benefits• DocuSign templates can easily define entry fields and roles for simple workflows
• Several documents can be send in one signature request
• End user guided document review and signature assistance by DocuSign
USER EXPERIENCE DEMONSTRATION
SharePoint
DocuSign
Nintex
SharePoint Document Signature Scenario
Finalization (Nintex Workflow)
Signed Document is sent to both parties Signed Document is stored in SharePoint
External Party Signature (DocuSign)
Document is sent to External Party External Party signs the document from DocuSign
Review & Approval Process (Nintex Workflow)
Contract Specialist updates draft as needed Decision Maker Approves/Rejects
Assemble Document (Nintex Workflow)
Contract templates managed by Legal New Legal document is assembled review
Submit New Request (Nintex Forms)
Initiator submits info based on type of contract
SharePoint, Nintex and DocuSign
Templates
Workflow List
List Lookup
Completed Documents
Workflow
Form
Nintex Connector for DocuSign
Signature
Signed Legal Documents
DEMO SHAREPOINT DOCUMENT SIGNATURE
DocuSign Template Signature Scenario
Your receive Document (DocuSign)
Signed Copy is sent to both parties
Send to External Party (DocuSign)
Party Receives Email Notification
Party Reviews the documentParty electronically performs
Signature and approves
Request for External Party Information & Signature (Nintex Forms & Workflow)
Choose Contract Type
SharePoint, Nintex and DocuSign
Workflow List
List Lookup
Workflow
Form
Nintex Connector for DocuSign
Templates
Roles
Signature
Signed Legal Documents
DEMODOCUSIGN TEMPLATE SIGNATURE
NINTEX OVERVIEW
• Professionals need access to content from everywhere
• Increased collaboration is imperative• The workforce is distributed and mobile
Current Process ChallengesAutomating Processes Between People and Content
EveryoneProfessionals
Information Workers
PEOPLE
• Processes are often manual and siloed
• Everyday processes are most time consuming
Current Process ChallengesAutomating Processes Between People and Content
PROCESS
Simple to Sophisticated
ApprovalsProvisioning
Mobile Data CollectionContent Generation
EveryoneProfessionals
Information Workers
PEOPLE
• Documents, Records, Media• Structured, Unstructured data• On-Premises, Cloud-Based
Current Process ChallengesAutomating Processes Between People and Content
CONTENT
EverywhereEveryoneProfessionals
Information Workers
PEOPLE PROCESS
Simple to Sophisticated
ApprovalsProvisioning
Mobile Data CollectionContent Generation
EveryoneProfessionals
Information Workers
PEOPLE
Simple to Sophisticated
ApprovalsProvisioning
Mobile Data CollectionContent Generation
PROCESS
Automating Processes Between People and ContentGreatly Improving Productivity and Control
CONTENT
Everywhere
Nintex Workflow Automation Platform
Give people the ability to work anywhere, anytime,
on any device
Connect to the cloud for content collaboration
Create, publish and deploy forms anywhere
Automate business processes quickly and
easily
› Design Workflows quickly and easily
› Leverage your SharePoint investment
› No code solution
› Governable
Powerful, yet easy, workflow tool
› Design forms quickly and easily
› Generate forms for browsers, including tablet and mobile
› Publish to the cloud with one click
› Build comprehensive mobile business applications
Forms for Everyone on any Device
› Deliver pictures, videos and other data directly into your processes
› Give users access to forms, even when they’re not connected
› Enable users to stay productive everywhere with real-time synchronization
› Optimize for your device and platform of choice
Seamless Workflow at Your Fingertips
› Rapidly connect workflows to a wealth of cloud services
› Connect your platform to support hybrid deployments
› Deliver anonymous forms to users outside your firewall
› Publish custom workflows without deploying code
Harness Mobile, Social & Cloud Capabilities
The Nintex Solution
Why Nintex?
Nintex is the world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily
of customers
22languages
Millionsof licensed users
90+countries
Thousands
New Forrester Report
• Multi-company, Global Study
• Pharmaceutical (USA)
• Engineering & Transportation (Europe)
• Bank (Asia Pacific)
• Non-Profit (USA)
• Aerospace, Defence, Building (USA)
• Results
• ROI: 176%
• Payback Period: 10.5 Months
Workflow Use Cases
HR IT OpsFinance &
Mgmt.
Job Requisition
On/Off boarding
Leave
Reviews
Sales
Benefits
Helpdesk
Provisioning
Issue Management
Access
Budget Management
Contract Management
Service Management
Facilities Management
Asset Management
Conference Room Mgmt
Board Meeting
Compliance
Invoice
Business Performance
Expense
Documents
Lead Management
Sales Process
Marketing Plan
Sales Enablement
DocuSign Facts
• Legally Binding, globally 50 million users across 188 Countries
• 13 sending languages, ability to sign documents in 43 localized languages
• U.S. federal ESIGN Act and UETA Act
• European Directive 1999/93 EC on a Community Framework for Electronic Signatures
• UK Electronic Communication Act.
• Bank-grade security
• Unique, documentable, encrypted, and tamper-evident
• Multi-faceted verification of signing events.
• DocuSign's mobile app on Apple's iOS App Store, Google Play, Windows Phone, and Windows stores.
eSignature vs Digital Signature
eSignature
An electronic indication of intent to agree to or approve the contents of a document.
Digital Signature
• Form of electronic signature
• Enables authenticity of the signer
• Use of Public and private key pair.
• DocuSign Express Digital Signature
• SAFE BioPharma digital signatures
• OpenTrust Digital Signature
• Timestamping for EU customers
Features
• Extensive File Type Support
• 20+ Standard and Custom Tags and Fields
– signatures, initials, names, titles, company names, text, numbers, currency, notes and more
• Reporting
• Tamper-Sealed Documents
• Audit Trial
• Certification of Completion
• Electronic Record and Signature Disclosure
• Watermarks
DocuSign
• Sending Party
– You pay for DocuSign Subscription
– Your own the document template
– You want Receiving party to sign
• Receiving Party
– Your business partner
– They sign your document
– They do not pay for DocuSign
– They get copy of Signed Document
Sending Party
DocuSign Account
Templates
Fields
Envelopes
Signed Legal Documents
Receiving Party
Sign Document
DocuSign Account Not
required
Receive Signed PDF Document
Copy
DocuSign Setup
DocuSign Subscription
• Your Login is Authorization Account
Your Documents
• Upload Template (Word/PDF)
• Insert Fields
• Save as Template
• Setup Sign Role and Order
Signature Optional Signature Initial Optional Initial Signer Attachment
Full Name First Name Last Name Email Address
Company Title Date Signed Approve Decline
Data Field Check BoxRadio Button Drop Down Note Formula
DocuSign Fields
THE INTEGRATION
Nintex Live
• Nintex Live is a hosted service
• On Microsoft Azure platform
• Extends Nintex Workflow and Forms
• Manage and handle authentication, data transfer and storage
• Provide message queue management and services catalogue
• Real-time, web-based intelligence within the business processes
DocuSign Nintex Actions
Send a document for electronic signature using the DocuSign system.
Populate fields with values of a template stored in DocuSign
Send an envelope with draft status from DocuSign.
Retrieve DocuSign envelope status
Download a document from envelope in DocuSign
WORKFLOW CHALLENGES
Best Practices for Requirements, Design, Implementation and Project Management
Challenges
• Requirement Alignment with Stake holders
• Framework
• Adaption
• Governance
• Training
• Economy of scale
Requirements Best Practices
• Use Case Details• Flow Chart• Process Flow• Wireframes• Notifications• Security• ………..
Extensive Experience
• High Level Architecture
• Technical Constrains and Options
• SharePoint Content Hierarchy
• Lists and Library Settings
• Content Types and Site Columns
• Workflows
• Security
• Process Flow Diagrams
• Data Lifecycle and Capacity Plan
• Audit and Reports
Call-to-Action - Build Your Workflow Solution Today
Jump start your custom workflow solutions for
Strategy Expert AdviceNintexReview
Sign up today!
• Free workflow solution design session• Free 30 day Nintex trial tenant• Free TechDog training
START CREATING WORKFLOWS TODAY TO STREAMLINE YOUR BUSINESS PROCESSES
Today’s Agenda
• Solution Approach
• User Experience Demo
• Nintex Platform Overview
• DocuSign Platform Overview
• Nintex and DocuSign Integration
• Workflow Challenges
• Q&A
Webinar Prize Winner!!
4-in-1 Power Stylus Pen
All attendees who registered and are attending the
webinar today!
And the Winner is….
Congratulations!
Expert Panel
Andrew
Sutton
Engagement Director
Netwoven
VirajBais
CTO &Founder
Netwoven
Rajesh
Agadi
Engagement Director
Netwoven
Matt
Maher
Technical Director
Netwoven
Thank you for participating!
Connect with us!
Visit us
• www.netwoven.com
• www.netwovenblogs.com