Dock Door Signing Made Easy

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Dock Door Signing Made EasyGo Paperless by Automating Your Key Document Processes

Dock Door Signing Made Easy

Your Presenters

Richard SchoenDirector of Document Management

Greg SchmidtSenior Technical Solutions Consultant


• HelpSystems Introduction

• Document management Introduction

• Common Document Signing Use Cases

• Technology Demo

• Q&A

The Journey to Paperless Signing


Document Management Solution Overview








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

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Common Paperwork Challenges


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


• 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


Business NeedCapture 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 tonetwork folders, SharePoint, or Webdocs

Why Is Capturing Signatures So Hard?


Business NeedCapture signatures on paperwork—it’s as easy as 1.2.3.

Solution: Sign Here

• Generate

• Sign

• File

Integrated Production Signature Capture


Business NeedCapture 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


Business NeedCapture 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


Business NeedDeliver documents for remote signing

Solution: Sign Here

• Generate

• Electronically distribute and route

• Sign and file

Signing Documents at Multiple Locations

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjU6NnMlNzKAhWJmIMKHYkCAjcQjRwIBw&url=https://global.ups.com/&psig=AFQjCNFuWKh1clSfAQ3I00XXnxnKoFtrwg&ust=1454608370451343

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjU6NnMlNzKAhWJmIMKHYkCAjcQjRwIBw&url=https://global.ups.com/&psig=AFQjCNFuWKh1clSfAQ3I00XXnxnKoFtrwg&ust=1454608370451343


Business NeedUpdate 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


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


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


• 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


• 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


Sample Signature Capture


WebDocs

Sign any PDF, TIFF, or IBM i spooled file

Automated Signing Process


Sign Word, Excel, and Other PC Documents

WebDocs

Print to PDF to sign from any application


Sign Here can be easily integrated with other HelpSystems products!

HelpSystems Product Integration

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Demo Time

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Questions and AnswersPlease enter your questions in the chat log


For More Information

Website:

https://www.helpsystems.com/solutions/document-forms-

management

Telephone:

Sales: 800-328-1000

Support: 952-933-0609

Technical Experts:

[email protected]

[email protected]

Thank You for Attending

mailto:[email protected]

mailto:[email protected]