Docuten is an easy to use SaaS platform that promotes the digital transformation of the entire business cycle in any SME. Its main objective is to offer digital solutions that increase the productivity and generate a rapid and efficient workflow.
With its solution of digital signature, your clientes will be able to send to sign and sign all type of documents in a legal and secure way, complying with the European digital regulations such as elDAS.
With Docuten eSign we will review all the advantages and benefits of the digital signature in your business. Besides we will take a look at the several modalities to link Docuten with Microsoft Business Central, Finance , AX and Navision.
In addition, you will know all the details of the special promotion, with discounts of a 15% during the first year of contract for your clients.
In this webinar we will talk about Docuten with a demo to learn about the solution and we will talk about our special promotion.
AGENDA:
✅ Innova's introduction
✅ Modalities of use
✅ Demo of Docuten
✅ Special promotion
✅ Doubts and questions
Webinar conducted by Juan Contreras (Innova Advanced Consulting)
4. 4
The digital signature is a cryptographic mechanism that allows
the receiver of a given document to sign it digitally and identify
the signer's identity, confirming the entirety of the document,
which is crucial in the legal aspects and validity of the signature
What is
The digital signature?
We are a trusted third party and, therefore, Docuten establishes
the appropriate mechanisms to guarantee the security in the
communications, the collection of the evidence in every single
step of the signature process, the applications registers and the
notification to the participants. Hence, it guards the
aforementioned elements so that these documents may
constitute what we know as electronic proof.
Trusted
Third Party
5. 5
Digital Signature
Countries in which our clients are currently using
our digital signature services.
In the various business sectors, we cover the several
digitalization needs and the digital signature of the
documents:
● Externally with clients and suppliers.
● Internally in Human Resources, legal department,
logistics, among others.
Our
scope
7. 7
The legal validity of the digital signature is included in
the European Regulation (Nº910 / 2014) of Electronic
Signature, eIDAS , as well as in other international
legislations.
Docuten allows to sign documents with qualified
digital signature and advanced digital signature.
Through the solutions offered in the platform, your
clients will be able to sign any type of document in a
fast and simple way, from any device.
Types
Of digital signature
11. 11
Docuten eSign
for #MSDyn365BC and NAV
It generates PDF files to be signed through
Docuten's online platform.
Through sales documents (sales orders,
invoices), documents related to standard
entities (such as clients, suppliers, products,
banks and fixed assets), through any standard
or personalized report from BC or trough the
input of documents with the document’s
uploader.
Once the PDF is downloaded through any of
the aforementioned options, the file can be sent
to the signers.
12. 12
Signers list: type of signature, signature’s
role (signer or approver), language of
notification.
Possibility of checking the files’ status through
BC (pending of signature, cancelled, removed)
Finally, the user can download the
document signed by every participant and
download supplementary files such as the
evidence document from Docuten or the
attached documents associated to the
delivery
It also includes the use of Docuten through a
webpage: for those users that are not likely to
utilize the ERP
Docuten eSign
for #MSDyn365BC and NAV
13. 13
New functionality for Business Central and
NAV. New pre-configured sales documents:
sales order confirmation, delivery notes and
service documents. Now available!
New functionality for Business Central and NAV.
Configuration and delivery of reminders to the
signer for documents with expiration or expiration
date. Possibility to configure a reminder email
template.
New functionality for Business Central and
NAV. Task scheduling according to date filters
and sales document submission queues for a
document massive sending.
New functionality for Business Central and NAV.
Check sales documents: review the documents in
detail, filtering by the additional information within
the documents (customer, type of document,
date…)
Docuten eSign
for #MSDyn365BC and NAV
Updates
15. 15
Docuten eSign
Connector with #MSDyn365FO and AX
It generates PDF files to be signed through
Docuten's online platform.
As a user, you will be able to create PDF files
from any FO or AX report, simply by printing
the file in a PDF format, or uploading and
linking the documents to any system’s entity
(clients, suppliers or items) and using the
standard functionality of attached files you
will be able to send them for its digital
signature through Docuten’s online platform.
Once the PDF is downloaded through any
of the aforementioned options, the file can
be sent to the signers.
16. 16
Signers list: type of signature,
signature’s role (signer or approver),
language of notification.
Possibility of checking the files’ status from
FO (pending of signature, cancelled, removed)
Finally, the user can download the
document signed by every participant and
download supplementary files such as the
evidence document from Docuten or the
attached documents associated to the
delivery.
It also includes the use of Docuten through
via webpage: for those users that are not
likely to utilize the ERP.
Docuten eSign
Connector with #MSDyn365FO and AX
21. Distribution Model to Partners
Partner program: Certified vs Referral
Docuten/
Docuten
eSign
Include the solution on the website. YES/NO
Conduct at least 1 webinar to clients. YES/NO
Hold at least 1 face-to-face event to clients. YES/NO
Receive a training of our solution. YES/NO
Sell at least 3 new licenses (integrated or stand alone). YES/NO
Conduct at least 3 demos with Innova YES/NO
Make several posts about the solution in social networks: blogs, LinkedIn, customer cases, etc YES/NO
Result ("R" referral <=3 YES, "C" certified >=4 YES) R/C
Review period:
Semester 1: 01/01/XX - 06/30/XX
Semester 2: 07/01/XX – 12/31/XX
Referral partner <= 3 requisites (16%)
Certified partner>= 4 requisites (33.33%).
All the new partners are considered “Certified” until the next Review Period.
22. Modelo Distribución a Partners
Supplementary services: Training to Partner, On Boarding and start-up.
Services D365 BC/NAV D365 FO/AX Stand Alone
Services Prices Innova to Partner 600 € 800 € 450 €
After-sales support 1st level to Partner (email)2 free free free
After-sales support 2nd level PLUS (T&M)2
45 €/hour 55 €/hour 45 €/hour
NOTE 1: Any requirement or personalization of the installation and start-up process (onboarding) that exceeds the aforementioned deadlines will entail an
increment of the service, which will be assessed and estimated ad-hoc by Innova and the Partner.
NOTE 2: The after-sales support 1st level performed by email will always be to Partner (Innova Online Support through the email
innovaonline_support@innovaconsulting.es). The 2nd level support via remote connection can be devoted both to Partner or client, but always through the
intermediation of the Partner. Under no circumstances Innova would be providing a 2nd level support directly to the client without the consent and approval
of the pertinent Partner.
Initial training to Partner: free.
23. Modelo Distribución a Partners
Trainings
Marketing
Support
Actions:
Webinars,
Demos,
Events,
Opportunities
follow up &
closing
Implantation
support
Innova: support to partners in the whole pre-sale and after-sale cycle.