The document discusses the impact of digital signatures on digital transformation, emphasizing their role in automating business processes and improving efficiency by eliminating reliance on paper. It outlines the compliance and security features of digital signatures, specifically highlighting the Cosign solution and its integration with platforms like SharePoint. Ultimately, the document argues that adopting digital signatures can lead to significant savings and improved workplace satisfaction.

1. Digital Disruption:
Digital Signatures, Your Most
Successful SharePoint Project
November 20, 2014
Larry Kluger
Sr Marketing Manager, Integrations
larryk@arx.com
AIIM Blog: kluger.com/aiim

2. Digital Disruption
“The barriers to entry
in your market just vanished.
Unexpected competitors are
swarming in.
Are you ready?
Disrupt yourself now.”
—Forrester Research
Photo credit: Ana Rodríguez Carrington

3. Digital Disruption
New competitors fueled by savings
from digital systems, moving 10
times faster than the old average.
Old competitors also becoming
faster, more efficient.
Are you ready?
Disrupt yourself now.
Photo credit: Ana Rodríguez Carrington

4. Faster, Better, Cheaper
 SharePoint
Workflow
 CoSign Digital Signatures
Photo credit: Ana Rodríguez Carrington

5. Digital Signatures: faster, better, cheaper
Digital Signatures:
the open standard
for eliminating
paper, speeding
business processes,
saving money
Recipients use free
Adobe Reader,
Word, etc to view
and verify
signatures
Credit: Patrick Goossens

6. Can you use CoSign digital signatures? Yes!
Uniform Electronic Transactions Act (UETA)
Electronic Signatures in Global and National Commerce Act (ESIGN), 2000
NIST Digital Signature Standard
FDA CFR 21 part 11
Fully complies with the 2014 EU ‘Electronic Identification and Trust Services
for Electronic Transactions in the Internal Market’ (eIDAS) regulation
EU Directive on a Framework for Electronic
Signatures (99/93/EC)
EU Common Criteria EAL4+ certification
EU CEN/TS 419241 with level 2 security
UK: Electronic Signatures Regulations 2002

7. CoSign Standard Digital Signatures
Digital Signatures are the most secure form of Electronic
signature
Digital Signatures guarantee the Three “I”s…
– Identity: ID is imbedded in the signed document
– Intent: Non-repudiation
– Integrity: Any change invalidates signatures
Components:
– ID Certificates
– Private Key
– Public Key
Document integrity confirmed
Document change detected
x +
Document hash code Private Key Digital ID X.509 Cert
Encryption
Digital Signatures are vetted for security and consistency by NIST, ETSI, ISO, IETF, & W3C

8. Let’s do a poll!
www.audio-luci-store.it

9. Digital Transformation & Digital Signatures
SharePoint and other ECMs enable the first part of
digital transformation:
– Documents organized with meta-data, not just
folder names
– Workflow to manage business processes and
provide statistics

10. Digital Transformation
& Digital Signatures
Digital Signatures complete the digital
transformation
Online documents from start to finish: no
more print, sign, scan.
The online document is the signed original
document.

11. Digital Transformation & Digital Signatures
Benefits
– No more worrying about filing the signed paper original
– Hard benefits: save time & printing, scanning, filing,
mailing $$
– Soft benefits: “Why didn’t we switch to digital signatures
sooner?” Employee, customer and partner delight.
“We’ll be saving $300K per year”
How much do you spend on overnight
envelopes?
Field trip: Visit your records department
and count the file cabinets

12. The Analysts agree…
• “Enterprise architects should include e-signatures
as part of an overall ECM and BPM strategy… a foundational
technology along with records management, eDiscovery, and
other content services.”
• “Dramatic savings, successful implementation, no legal
challenges”
Source: The Forrester Wave™: E-Signatures, Q2 2013

13. Before Digital Signatures
“More than half
of our documents
require signatures”
“It takes us more
than a day just to
collect signatures”
“We print half of
our documents just
for signing”

14. After Digital Signatures
81% of digital signature projects
reach ROI in 12 months or less
Process
Transformation
Slow
Expensive
Paper-based
Fast
Low-cost
Fully digital
*25% of digital signature projects reach ROI in 3 months or less

15. The “most advanced” Digital Signature Solution
“CoSign by ARX has the most advanced
digital signature capability in the field…easily
integrates with internal security and credential
management along with a strong central
administration”
Source: The Forrester Wave™: E-Signatures, Q2 2013

16. CoSign End-User Functionality
Customizable & pre-set
signature fields
Names, title, reason codes,
date/time stamp, logos, graphical signature images
Batch signing
Thick client, thin (web) client, tablet, mobile
Signature APIs for customization and web-signing

17. Signing with CoSign is easy…

18. Office 365 Signing demo
Update a letter using Word Online
Sign from Office 365 / SharePoint Online

19. Digital Signature Verification
Digital Signatures are Independently Verifiable: Recipients do not need CoSign
Proof of
document integrity
and valid signature
Proof of
signer identity
and intent

20. BYOD? Sure. Sign on any device, anywhere
Securely sign on any device
at the office, at home, in the field
S

21. Connect CoSign digital signatures to anything
CoSign Connections for
SharePoint, K2, OpenText CS,
OpenText eDOCS,
Oracle WCC, Alfresco, Box,
Google Drive, SAP, iManage,
Siemens TeamCenter,
AutoCAD, and many more
CoSign Signature APIs provide integration with or without
a signing User Interface. See www.arx.com/api
Image credit: Kevin Krejci

22. SharePoint 2013 support
Sign and verify documents, lists, and InfoPath forms
from within the SharePoint on-prem browser
interface
Full SharePoint Workflow
support
Office 365 / SharePoint
Online support
Full support for Hybrid
configurations

23. SharePoint Server workflow support
CoSign signature tasks with document
preview
WYSIWYG positioning and sizing of
signature fields
Auto-sign actions
Signature verification actions
Signature field creation from text
anchors
CoSign User Management
* Different workflow tools offer
different features
SharePoint Designer
K2
Nintex Workflow
Visual Studio Workflows

24. Internal, Partner & External Signers
Internal signers—signer works for the
organization.
Partner signers—”Extranet” apps for
trusted suppliers, contractors, external staff
Eg Vendors, DOT contractors, hospital
doctors.
Long term relationships with signers.
External signers—one-time or infrequent
signers.
Eg customers, patients, clients, new hires
who are not yet in the corporate systems.

25. CoSign Click click.cosign.eu
PDF document signing by External signers
Authentication:
 Two factor authentication
/ One Time Password
(2FA/OTP) SMS message or
 Email
RESTful API
Signature Field locator support

26. Two Party signing—
Offer Letter workflow
 Two party offer letter (contract) signing
 CoSign digital signatures
 Internal signer
 External signer with 2 factor authentication
and one-time password via SMS message

27. Two Party signing—
Offer Letter workflow
Kevin, HR Administrator
1. Kevin enters Susan’s data
Susan, new engineer Bill, HR Manager

28. Two Party signing—
Offer Letter workflow
Kevin, HR Administrator
2. Bill signs the offer letter
Susan, new engineer Bill, HR Manager

29. Two Party signing—
Offer Letter workflow
Kevin, HR Administrator
3. Susan authenticates via an
SMS message and signs
Susan, new engineer Bill, HR Manager

30. Two Party signing—
Offer Letter workflow
Kevin, HR Administrator
4. Bill reviews the signed
Susan, new engineer Bill, HR Manager
letter

31. Two Party signing—
Offer Letter workflow
Kevin, HR Administrator
5. Signed letter is stored in
the SharePoint system
Susan, new engineer Bill, HR Manager

32. Demo: New Employee Offer letter
Workflow part 1:
SharePoint list data via Nintex Forms
Word template document used to create new Word
doc, populated with data from SharePoint list
Word document is converted to PDF via Windows
automation services
Signer task created using CoSign Connector for
Nintex
Internal signer notified of signing task

33. Demo: New Employee Offer letter
Workflow part 2:
Internal signer completes signing process
Signing request is sent to CoSign Click; includes the
document and other signing parameters
CoSign Click sends email to external signer
External signer clicks on link: sees CoSign Click
authentication screen; Two factor authentication /
One Time Password (2FA/OTP) SMS message is sent.
External signer authenticates, previews and signs
document

34. Demo: New Employee Offer letter
Workflow part 3:
External signer completes signing process
CoSign Click notifies Nintex workflow that document
was signed via web hook call or via polling by
workflow, depending on firewall settings
Workflow retrieves the newly signed document from
CoSign Click and stores it as a new version in the
SharePoint library
HR Manager is notified that the offer letter has been
signed

35. Demo
Two party Offer Letter
signing
1. HR Manager
2. New hire (via CoSign
Click)
Kevin the HR Admin
Enters Offer Letter details into SharePoint
Bill the HR Manager
Reviews & Signs Offer Letter via SharePoint
Susan the New Hire
Counter-signs Offer Letter via CoSign Click
• Nintex Workflow creates a custom
word document and converts it to
PDF
• The HR Manager is tasked to sign
the document and alerted via
email
• After signing, Nintex Workflow
sends a signing request to CoSign
Click
Bill the HR Manager
Reviews the signed Offer Letter via SharePoint
• After signing, CoSign Click notifies
Nintex Workflow. Workflow
retrieves signed PDF from CoSign
Click and sends email alert to HR
Manager

36. 2 Party Signing demo Configuration
HR Admin
Kevin, HR Administrator Bill, HR Manager Susan, new engineer
Corporate Firewall
SharePoint on-premises
Nintex Forms and Workflow
CoSign Connectors f`or SharePoint and Nintex
CoSign Click
Gmail
The workflow uses the CoSign Click
api to send the signing request and
receive the signed file
CoSign Central appliance

37. Your most successful SharePoint Project
Happy users
Happy managers:
Better understanding
of their business
processes
Happy IT: Expand quality use of SharePoint
Happy Execs: save money, speed the
organization
Credit: Jens karlsson

38. More info, free trial:
www.arx.com/sharepoint
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