Thank you for joining us as we explore

Welcome Everyone!

Netwoven Confidential & Proprietary Information

SharePoint, Nintex and DocuSign -Putting it all together

How to Ask Questions

• Webinar content will last for 50 minutes followed by Q&A session which we will try to address key questionsor 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

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

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

Rajesh Agadi

• Worked for 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

Today’s Agenda

• Solution Approach

• User Experience Demo

• Nintex Platform Overview

• DocuSign Platform Overview

• Nintex and DocuSign Integration

• Workflow Challenges

• Q&A

2 Legal Request and 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

USER EXPERIENCE DEMONSTRATION

SharePoint

DocuSign

Nintex

SharePoint Document Signature Scenario

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

SharePoint, Nintex and DocuSign

Templates

Workflow List

List Lookup

Completed Documents

Workflow

Form

Nintex Connector for DocuSign

Signature

Signed Legal Documents

DEMO SHAREPOINT DOCUMENT SIGNATURE

DocuSign Template Signature Scenario

Your receive Document (DocuSign)

Signed Copy is sent to both parties

Send to External Party (DocuSign)

Party Receives Email Notification

Party Reviews the documentParty electronically performs

Signature and approves

Request for External Party Information & Signature (Nintex Forms & Workflow)

Choose Contract Type

SharePoint, Nintex and DocuSign

Workflow List

List Lookup

Workflow

Form

Nintex Connector for DocuSign

Templates

Roles

Signature

Signed Legal Documents

DEMODOCUSIGN TEMPLATE SIGNATURE

NINTEX OVERVIEW

• Professionals need access to content from everywhere

• Increased collaboration is imperative• The workforce is distributed and mobile

Current Process ChallengesAutomating Processes Between People and Content

EveryoneProfessionals

Information Workers

PEOPLE

• Processes are often manual and siloed

• Everyday processes are most time consuming

Current Process ChallengesAutomating Processes Between People and Content

PROCESS

Simple to Sophisticated

ApprovalsProvisioning

Mobile Data CollectionContent Generation

EveryoneProfessionals

Information Workers

PEOPLE

• Documents, Records, Media• Structured, Unstructured data• On-Premises, Cloud-Based

Current Process ChallengesAutomating Processes Between People and Content

CONTENT

EverywhereEveryoneProfessionals

Information Workers

PEOPLE PROCESS

Simple to Sophisticated

ApprovalsProvisioning

Mobile Data CollectionContent Generation

EveryoneProfessionals

Information Workers

PEOPLE

Simple to Sophisticated

ApprovalsProvisioning

Mobile Data CollectionContent Generation

PROCESS

Automating Processes Between People and ContentGreatly Improving Productivity and Control

CONTENT

Everywhere

Nintex Workflow Automation Platform

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

› Design Workflows quickly and easily

› Leverage your SharePoint investment

› No code solution

› Governable

Powerful, yet easy, workflow tool

› Design forms quickly 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

› 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

› Rapidly connect workflows 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

The Nintex Solution

Why Nintex?

Nintex is the world leader in software and cloud services that empower organizations to automate everyday business processes quickly and easily

of customers

22languages

Millionsof licensed users

90+countries

Thousands

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

Workflow Use Cases

HR IT OpsFinance &

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

DocuSign Facts

• Legally Binding, 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.

eSignature vs Digital Signature

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

Features

• Extensive File Type 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

DocuSign

• Sending Party

– You pay 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

DocuSign Setup

DocuSign Subscription

• Your Login is Authorization Account

Your Documents

• Upload Template (Word/PDF)

• Insert Fields

• Save as Template

• Setup Sign Role and Order

Signature Optional Signature Initial 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

THE INTEGRATION

Nintex Live

• Nintex Live 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

DocuSign Nintex Actions

Send a 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

WORKFLOW CHALLENGES

Best Practices for Requirements, Design, Implementation and Project Management

Challenges

• Requirement Alignment with Stake holders

• Framework

• Adaption

• Governance

• Training

• Economy of scale

Requirements Best Practices

• Use Case Details• Flow Chart• Process Flow• Wireframes• Notifications• Security• ………..

Extensive Experience

• High Level 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

Call-to-Action - Build Your 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

Today’s Agenda

• Solution Approach

• User Experience Demo

• Nintex Platform Overview

• DocuSign Platform Overview

• Nintex and DocuSign Integration

• Workflow Challenges

• Q&A

Webinar Prize Winner!!

4-in-1 Power Stylus Pen

All attendees who registered and are attending the

webinar today!

And the Winner is….

Congratulations!

Expert Panel

Andrew

Sutton

Engagement Director

Netwoven

VirajBais

CTO &Founder

Netwoven

Rajesh

Agadi

Engagement Director

Netwoven

Matt

Maher

Technical Director

Netwoven

Thank you for participating!

Connect with us!

Visit us

• www.netwoven.com

• www.netwovenblogs.com