dock door signing made easy
TRANSCRIPT
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All trademarks and registered trademarks are the property of their respective owners.© HelpSystems LLC. All rights reserved.
Dock Door Signing Made EasyGo Paperless by Automating Your Key Document Processes
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Dock Door Signing Made Easy
Your Presenters
Richard SchoenDirector of Document Management
Greg SchmidtSenior Technical Solutions Consultant
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Dock Door Signing Made Easy
• HelpSystems Introduction
• Document management Introduction
• Common Document Signing Use Cases
• Technology Demo
• Q&A
The Journey to Paperless Signing
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Dock Door Signing Made Easy
Document Management Solution Overview
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Dock Door Signing Made Easy
Document Management Solution Overview
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Dock Door Signing Made Easy
Document Management Solution Overview
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Dock Door Signing Made Easy
Document Management Solution Overview
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Dock Door Signing Made Easy
Input Forms—Capturing Data
• Turn any paper-based form into an online form
• Validate data as it’s entered (no re-keying)
• Capture signatures on forms
• Merge data with fillable PDFs for pixel-perfect output
• Store in Webdocs (if form needs to be preserved)
Output Forms—Generating Business Output
• Eliminate pre-printed forms
• Generate form document output as PDF, TIFF, Excel, and CSV
• Use spool files, text files, XML, and database for source data
• Create individual documents or document packets
• Print, email, and file automatically to network folder, SharePoint, or Webdocs
Forms Management
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Common Paperwork Challenges
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Dock Door Signing Made Easy
Documents Need Signatures
• Bills of lading
• Proofs of delivery
• Sales proposals
• Contracts
• Expense reports
• Time sheets
• Loan agreements
• Bills of lading
• Proofs of delivery
• Sales proposals
• Contracts
• Expense reports
• Time sheets
• Loan agreements
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Dock Door Signing Made Easy
• UETA (Uniform Electronic Transactions Act)
• ESIGN (Electronic Signatures In Global and National
Commerce Act)
• PIPEDA (Personal Information Protection and Electronic
Documents Act)
• FDA 21CFR Part 11 (U.S. Food and Drug Administration)
• HIPAA (Health Insurance Portability and
Accountability Act)
• And more…
Regulatory Standards
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Dock Door Signing Made Easy
Business NeedCapture signatures on business documents
Solution: Sign Here
• Stop printing multiple copies
• Capture signatures automatically
• Use in high volume production signing environments
• Print, email, and file signed documents tonetwork folders, SharePoint, or Webdocs
Why Is Capturing Signatures So Hard?
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Dock Door Signing Made Easy
Business NeedCapture signatures on paperwork—it’s as easy as 1.2.3.
Solution: Sign Here
• Generate
• Sign
• File
Integrated Production Signature Capture
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Dock Door Signing Made Easy
Business NeedCapture signatures in the field
Solution: Sign Here
• Create daily documents
• Load documents to laptop or tablet for signing
• File signed documents automatically
Proof of Delivery Signatures
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Dock Door Signing Made Easy
Business NeedCapture signatures at the dock door
Solution: Sign Here
• Generate documents
• Pull up documents for signing from ERP application screens
• File signed documents automatically
Bill of Lading Signatures
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Dock Door Signing Made Easy
Business NeedDeliver documents for remote signing
Solution: Sign Here
• Generate
• Electronically distribute and route
• Sign and file
Signing Documents at Multiple Locations
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Dock Door Signing Made Easy
Business NeedUpdate ERP system after documents are signed
Solution: Sign Here
• Save signed document
• Update status in order, shipment, or other business table for auditing
• Generate real-time invoicing or other audit reports and notifications
ERP System Integration
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Dock Door Signing Made Easy
Capture signatures on any business document
• Sign any PDF or TIFF document
• IBM i Text, AFP, or IPDS Spool files supported
• Sign via Topaz, Microsoft Ink, and PC tablets
• Sign documents from IBM i Output Queue or IFS
• Sign documents from
PC/Network Directory
Sign Here Signature Capture Software
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Dock Door Signing Made Easy
Integrate signature capture to any business process
• Microsoft Excel and Microsoft Word add-ins
• Command line switches for automated processes
• Integration with IBM i or PC app workflows
• Automatic printing, emailing, and filing after signing
• Exit points to call custom code
Signature Capture Process integration
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Dock Door Signing Made Easy
• Windows desktop, laptop, or tablet
• Windows-based thin clients
• Topaz signature capture devices
• Microsoft Ink-based capture devices
• Touch screen monitors and PCs
• Windows 7, 8, or 10
Signature Capture Devices
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Dock Door Signing Made Easy
• Browser based data entry forms
• Capture one or more signatures
• Form validation
• Custom form logic
• Pixel perfect PDF output
• iOS, Android mobile devices supported
• Desktops browser signing supported
Mobile Signature Capture
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Dock Door Signing Made Easy
Sample Signature Capture
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Dock Door Signing Made Easy
WebDocs
Sign any PDF, TIFF, or IBM i spooled file
Automated Signing Process
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Dock Door Signing Made Easy
Sign Word, Excel, and Other PC Documents
WebDocs
Print to PDF to sign from any application
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Dock Door Signing Made Easy
Sign Here can be easily integrated with other HelpSystems products!
HelpSystems Product Integration
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Demo Time
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Questions and AnswersPlease enter your questions in the chat log
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Dock Door Signing Made Easy
For More Information
Website:
https://www.helpsystems.com/solutions/document-forms-
management
Telephone:
Sales: 800-328-1000
Support: 952-933-0609
Technical Experts:
Thank You for Attending