Sign & share documents online
A Harmony solution
(using the Evidos platform)
(1) Generate any document
(2) Control that do...
• We live in a digital era
• By the end of 2014 close to 4 billion PCs, phones
and tablets will be connected to Internet
•...
1. Create documents
a.Create Google DOCS document s
2. Standard or modified workflows
a.Does standard match your requireme...
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 cen...
(2) call center approves
• Once a call center agent approves the process continues
• (note there are now three tasks in th...
(3) A notification email is received
• It uses the customer registration data (from step 1)
• (the emails are generated us...
(4) ‘asked’ to sign document
• Once a call center agent approves the process continues
• (note there are now three tasks i...
(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 wa...
(6) Customer account options
• A customer account is created …. [menu] options available
• (Customer has 3 options availab...
(7) The signed document is shared
• The signed document can be viewed
• (The document is in Google DOCS – the best platfor...
(8) Case data & history overview
• Internal users have access to all events, all cases, all data
• (depending on authoriza...
(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...
Create business logic (rules)
• The item “company onboarding” is used to start the next step in the
workflow
• Next step i...
Create template
• The template is a Google
DOCS text document
• Label the fields using
@____.____ format
• Harmony will “m...
Learning more about creating Harmony
applications
• Harmony provides powerful features
– Most (>90%) business processes ca...
For more information
• Visit our website on eSign
– http://liquidsequence.com/sign-documents-online.html
• Harmony & Testi...
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Create, sign and share documents online using Google DOCS

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How to create and integrate your documents with your workflows, supporting your specific processes.
Generate, sign and share Google DOCS documents online. Harmony provides this state-of-the-art solution using the Evidos platform.

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  • V 0.11 (27-June) English version of “signing” included. Evidos text added
  • Create, sign and share documents online using Google DOCS

    1. 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. 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 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
    3. 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. 4. ESIGN– WHAT IT DOES The standard workflow
    5. 5. (1) customer enters information • Customer needs to be approved by call center • (note there are two tasks in the Call center queue)
    6. 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. 7. (3) A notification email is received • It uses the customer registration data (from step 1) • (the emails are generated using Harmony templates)
    8. 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. 9. (4b) – same on smartphone • The same document on a smart (i)Phone • (no need for special devices)
    10. 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. 11. (6) Customer account options • A customer account is created …. [menu] options available • (Customer has 3 options available)
    12. 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. 13. (8) Case data & history overview • Internal users have access to all events, all cases, all data • (depending on authorization – see next slide
    14. 14. (9) Authorization options • Access to workflows depends on group settings • (Events can be “opened up” to internet users)
    15. 15. CREATING ESIGN APPS How to configure a Harmony eSign workflow
    16. 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. 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. 18. Create template • The template is a Google DOCS text document • Label the fields using @____.____ format • Harmony will “merge” fields with the document
    19. 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. 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
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