Create, sign and share documents online using Google DOCS

  • Published on
    25-Dec-2014

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DESCRIPTION

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.

Transcript

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