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SharePoint, Nintex and DocuSign - Putting it all together
The webinar presented by Netwoven focused on integrating SharePoint, Nintex, and DocuSign to enhance workflow and document management processes for enterprises. Key topics included user experience demonstrations, solutions for legal request approvals, and the automation of business processes using Nintex's workflow platform. Attendees were encouraged to ask questions and could access additional resources on the topic via Netwoven's blog.
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SharePoint, Nintex and DocuSign - Putting it all together
- 1. Thank you forjoining us as we explore Welcome Everyone! Netwoven Confidential & Proprietary Information SharePoint, Nintex and DocuSign - Putting it all together
- 2. How to AskQuestions • Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questions or we will follow up after the webinar. • If you have a question or an issue: o Type your question in the question window of the GoToWebinar control panel on the right side of your desktop 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
- 3. 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
- 4. 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
- 5. Rajesh Agadi • Workedfor 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
- 6. Today’s Agenda • SolutionApproach • User Experience Demo • Nintex Platform Overview • DocuSign Platform Overview • Nintex and DocuSign Integration • Workflow Challenges • Q&A
- 7. 2 Legal Requestand 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
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- 9. SharePoint Document SignatureScenario 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
- 10. SharePoint, Nintex andDocuSign Templates Workflow List List Lookup Completed Documents Workflow Form Nintex Connector for DocuSign Signature Signed Legal Documents
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- 12. DocuSign Template SignatureScenario Your receive Document (DocuSign) Signed Copy is sent to both parties Send to External Party (DocuSign) Party Receives Email Notification Party Reviews the document Party electronically performs Signature and approves Request for External Party Information & Signature (Nintex Forms & Workflow) Choose Contract Type
- 13. SharePoint, Nintex andDocuSign Workflow List List Lookup Workflow Form Nintex Connector for DocuSign Templates Roles Signature Signed Legal Documents
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- 16. • Professionals needaccess to content from everywhere • Increased collaboration is imperative • The workforce is distributed and mobile Current Process Challenges Automating Processes Between People and Content Everyone Professionals Information Workers PEOPLE
- 17. • Processes areoften manual and siloed • Everyday processes are most time consuming CurrentProcessChallenges AutomatingProcessesBetweenPeopleandContent PROCESS Simple to Sophisticated Approvals Provisioning Mobile Data Collection Content Generation Everyone Professionals Information Workers PEOPLE
- 18. • Documents, Records,Media • Structured, Unstructured data • On-Premises, Cloud-Based CurrentProcessChallenges AutomatingProcessesBetweenPeopleandContent CONTENT EverywhereEveryone Professionals Information Workers PEOPLE PROCESS Simple to Sophisticated Approvals Provisioning Mobile Data Collection Content Generation
- 19. Everyone Professionals Information Workers PEOPLE Simple toSophisticated Approvals Provisioning Mobile Data Collection Content Generation PROCESS AutomatingProcessesBetweenPeopleandContent GreatlyImprovingProductivityandControl CONTENT Everywhere
- 20. Nintex Workflow AutomationPlatform 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
- 21. › Design Workflowsquickly and easily › Leverage your SharePoint investment › No code solution › Governable Powerful, yet easy, workflow tool
- 22. › Design formsquickly 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
- 23. › 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
- 24. › Rapidly connectworkflows 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
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- 26. Why Nintex? Nintex isthe world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily of customers 22 languages Millions of licensed users 90+ countries Thousands
- 27. 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
- 28. Workflow Use Cases HRIT Ops Finance & 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
- 30. DocuSign Facts • LegallyBinding, 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.
- 31. eSignature vs DigitalSignature 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
- 32. Features • Extensive FileType 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
- 33. DocuSign • Sending Party –Youpay 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
- 34. DocuSign Setup DocuSign Subscription • YourLogin is Authorization Account Your Documents • Upload Template (Word/PDF) • Insert Fields • Save as Template • Setup Sign Role and Order
- 35. Signature Optional SignatureInitial 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
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- 37. Nintex Live • NintexLive 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
- 38. DocuSign Nintex Actions Senda 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
- 39. WORKFLOW CHALLENGES Best Practicesfor Requirements, Design, Implementation and Project Management
- 40. Challenges • Requirement Alignmentwith Stake holders • Framework • Adaption • Governance • Training • Economy of scale
- 41. Requirements Best Practices •Use Case Details • Flow Chart • Process Flow • Wireframes • Notifications • Security • ………..
- 42. Extensive Experience • HighLevel 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
- 43. Call-to-Action - BuildYour 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
- 44. Today’s Agenda • SolutionApproach • User Experience Demo • Nintex Platform Overview • DocuSign Platform Overview • Nintex and DocuSign Integration • Workflow Challenges • Q&A
- 45. Webinar Prize Winner!! 4-in-1Power Stylus Pen All attendees who registered and are attending the webinar today! And the Winner is…. Congratulations!
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- 47. Thank you forparticipating! Connect with us! Visit us • www.netwoven.com • www.netwovenblogs.com