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Digital Signature: Mightier than the
Pen
Katie Burke
Government Program Strategist, Laserfiche
Mauricio Pinto
Market Manger for State and Local Government, ARX
Agenda
‣ Introduction & defining digital signatures
‣ Digital signatures and business processes
‣ Foundations of digital signatures
‣ Demonstration
‣ Use case: County of Hawaii Corporation
Counsel
Introduction: State of the market
#digitalsignature
Source: http://www.govtech.com/e-government/212218211.html
Introduction: State of the market
48% Growth in Digital
Signature Adoption
Drivers:
‣ Evolution of
consumer technology
‣ The need to reduce
transaction costs
‣ Mobile accessibility
‣ Customer experience
expectations
What is a Digital Signature?
A way of representing ourselves digitally
What is a Digital Signature?
A way of representing ourselves digitally
How Digital Signatures Fit in Business Processes
‣ Performance Review Process
Cats
Create review
document
Digital signature: boss
and employee Digital Signature: HR
Shortcut in
employee folder
Routed to record
series, retention
applied
Workflow
Why Digital Signatures?
‣ You need to transform to paperless
‣ You need to provide better service with fewer resources
‣ You need transparency, auditability, compliance &
accountability
‣ You need a technology that is:
• Non-proprietary
• Enduring
• Cross-departmental
• Validate-able outside the organization
Electronic Signature Legislation
‣ Uniform Electronic Transactions Act (“UETA”) – 1999
‣ Electronic Signatures In Global and National
Commerce Act (ESIGN) – 2000
These Acts give legal force and effect to electronic
signatures
Electronic Signature Legislation
‣ Uniform Electronic Transactions Act (“UETA”) – 1999
‣ Electronic Signatures In Global and National
Commerce Act (ESIGN) – 2000
These Acts give legal force and effect to electronic
signatures
Electronic Signature defined as “an electronic
symbol, sound or process”
Electronic Signature Spectrum
Least
Secure*
Most
Secure*
Image PKI
*Secure = three “I‟s”:
• Identity: Guarantees identity of signer
• Intent: Non-repudiation
• Integrity: Changes invalidate the signature
Electronic Signature Spectrum
Least
Secure*
Most
Secure*
Image PKI
*Secure = three “I‟s”:
• Identity: Guarantees identity of signer
• Intent: Non-repudiation
• Integrity: Changes invalidate the signature
“I Agree”
ePad
Electronic Signature Spectrum
Least
Secure*
Most
Secure*
Image PKI
*Secure = three “I‟s”:
• Identity: Guarantees identity of signer
• Intent: Non-repudiation
• Integrity: Changes invalidate the signature
“I Agree”
ePad Application-Specific
(ExM)
Electronic Signature Spectrum
Least
Secure*
Most
Secure*
Image PKI
*Secure = three “I‟s”:
• Identity: Guarantees identity of signer
• Intent: Non-repudiation
• Integrity: Changes invalidate the signature
“I Agree”
ePad Application-Specific
(ExM)
eSig
Services
Electronic Signature Spectrum
Most
Secure
Portability
Image
ePad
eSig
Services
Application-Specific
(ExM)
PKI
“I Agree”
Digital Signature (PKI) Technology
The only technology that can guarantee Identity, Intent, & Integrity in a
portable and easily verifiable format
ID
Challenge
Reason
Code
Document
to sign Digital
Signature
Signed
Document
+ +
Content
Hash
Unique
Signing
Key
Digital ID
Certificate
=+
Result
• Digitally signed and secure electronic record
• Fully trusted and easily verifiable
Certificate Options
‣ Self-Signed
‣ 3rd Party Certificate Authority
‣ Self-Issued Organizational CA
Certificate Options
‣ Self-Signed
‣ 3rd Party Certificate Authority
‣ Self-Issued Organizational CA
Why CoSign?
‣ Turn-key, Plug „n Play, Network Appliance
‣ Choice of User Directory Integration or Built-in Directory
‣ Independently Verifiable Signature
‣ Signing Flexibility
Trusted By:
• Employees
• Citizens
• Auditors
• Partners
• Suppliers
What Can You Sign with CoSign?
‣ MS (Word, Excel, Outlook,
InfoPath)
‣ PDF, PDF-A
‣ Any printable output
‣ CAPI-compliant applications
‣ Web forms (with SAPI)
‣ Laserfiche Docs
PowerPoint
Tiff Images
Lotus Forms
PDF & PDF/AOutlook
Excel
Word
AutoCAD
WordPerfect
InfoPath
Web Forms
Application-
Compatible Signature
Mechanism
Virtual
Signing
Demonstration
Laserfiche Integration
Laserfiche Integration
Laserfiche Integration
Laserfiche Integration
Laserfiche Integration
ARX Customer Use Cases
‣ Engineering:
Drawings, Change Orders
‣ Courts:
Filings, Judicial Orders,
Complaints
‣ Legal & Contracts:
Contracts, Agreements, Memos,
Correspondence
‣ Archived Records:
Integrity of ALL records
‣ Procurement:
Requisitions, P.O.s, Invoices
‣ Human Resources:
Onboarding, Benefits, Evaluations
‣ Administration:
SOPs, Correspondence, Meeting
Agendas, Memos
‣ Point of Service:
Permits, licenses, patient forms,
defendant paperwork
Use Case: County of Hawaii
Source: www.hawaiicounty.gov
Use Case: County of Hawaii
‣ Old leave of absence process
Fill out
document
Print Wait for boss Boss‟s sign off File
Use Case: County of Hawaii
‣ New leave of absence process
Fill out
document
Digital
signature: boss
Filed in employee
folder, subfolder
for year
Boss notified
Wrapping Things Up
Questions?
Katie Burke
Government Program Strategist
katie.burke@laserfiche.com
562-988-1688 x 223
www.laserfiche.com
Mauricio Pinto
Market Manager
mpinto@arx.com
360-588-1062
www.arx.com
CoSign Deployment Arcitecture
Why CoSign?
‣ Compliance:
• Meets international standards & U.S. regulations
• Guarantees transparency, auditability & accountability
‣ Control & Security:
• Provides centralized security & management over certificates & keys
• Provides centralized management over users
• Uses your existing authentication infrastructure
‣ Choice:
• Sign Anything
• Leverages your existing investment in EDM, ECM, & Workflow
• Adapts to YOUR procedures
‣ Cost-Effectiveness:
• Scales from a few users to thousands
• Reduces costs immediately
• Delivers ROI in 3-6 months
ARX (www.arx.com)
‣ ARX Inc. - PKI-centric data for security minded organizations
‣ Developed the „standard digital signature‟ for highly regulated industries worldwide
‣ 5 Million+ active signers and growing!!!
‣ Focus: Government, Life sciences, Healthcare, Engineering Utilities, Energy,
Legal…
“ARX has the most advanced digital signature
capability in the field… it easily integrates with internal
security and credential management along with a
strong central administration”
The Forrester Wave™:
E-Signatures, Q2 2013

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Enterprise Content Management and Digital Signiatures

  • 1. Digital Signature: Mightier than the Pen Katie Burke Government Program Strategist, Laserfiche Mauricio Pinto Market Manger for State and Local Government, ARX
  • 2. Agenda ‣ Introduction & defining digital signatures ‣ Digital signatures and business processes ‣ Foundations of digital signatures ‣ Demonstration ‣ Use case: County of Hawaii Corporation Counsel
  • 3. Introduction: State of the market #digitalsignature Source: http://www.govtech.com/e-government/212218211.html
  • 4. Introduction: State of the market 48% Growth in Digital Signature Adoption Drivers: ‣ Evolution of consumer technology ‣ The need to reduce transaction costs ‣ Mobile accessibility ‣ Customer experience expectations
  • 5. What is a Digital Signature? A way of representing ourselves digitally
  • 6. What is a Digital Signature? A way of representing ourselves digitally
  • 7. How Digital Signatures Fit in Business Processes ‣ Performance Review Process Cats Create review document Digital signature: boss and employee Digital Signature: HR Shortcut in employee folder Routed to record series, retention applied Workflow
  • 8. Why Digital Signatures? ‣ You need to transform to paperless ‣ You need to provide better service with fewer resources ‣ You need transparency, auditability, compliance & accountability ‣ You need a technology that is: • Non-proprietary • Enduring • Cross-departmental • Validate-able outside the organization
  • 9. Electronic Signature Legislation ‣ Uniform Electronic Transactions Act (“UETA”) – 1999 ‣ Electronic Signatures In Global and National Commerce Act (ESIGN) – 2000 These Acts give legal force and effect to electronic signatures
  • 10. Electronic Signature Legislation ‣ Uniform Electronic Transactions Act (“UETA”) – 1999 ‣ Electronic Signatures In Global and National Commerce Act (ESIGN) – 2000 These Acts give legal force and effect to electronic signatures Electronic Signature defined as “an electronic symbol, sound or process”
  • 11. Electronic Signature Spectrum Least Secure* Most Secure* Image PKI *Secure = three “I‟s”: • Identity: Guarantees identity of signer • Intent: Non-repudiation • Integrity: Changes invalidate the signature
  • 12. Electronic Signature Spectrum Least Secure* Most Secure* Image PKI *Secure = three “I‟s”: • Identity: Guarantees identity of signer • Intent: Non-repudiation • Integrity: Changes invalidate the signature “I Agree” ePad
  • 13. Electronic Signature Spectrum Least Secure* Most Secure* Image PKI *Secure = three “I‟s”: • Identity: Guarantees identity of signer • Intent: Non-repudiation • Integrity: Changes invalidate the signature “I Agree” ePad Application-Specific (ExM)
  • 14. Electronic Signature Spectrum Least Secure* Most Secure* Image PKI *Secure = three “I‟s”: • Identity: Guarantees identity of signer • Intent: Non-repudiation • Integrity: Changes invalidate the signature “I Agree” ePad Application-Specific (ExM) eSig Services
  • 16. Digital Signature (PKI) Technology The only technology that can guarantee Identity, Intent, & Integrity in a portable and easily verifiable format ID Challenge Reason Code Document to sign Digital Signature Signed Document + + Content Hash Unique Signing Key Digital ID Certificate =+ Result • Digitally signed and secure electronic record • Fully trusted and easily verifiable
  • 17. Certificate Options ‣ Self-Signed ‣ 3rd Party Certificate Authority ‣ Self-Issued Organizational CA
  • 18. Certificate Options ‣ Self-Signed ‣ 3rd Party Certificate Authority ‣ Self-Issued Organizational CA
  • 19. Why CoSign? ‣ Turn-key, Plug „n Play, Network Appliance ‣ Choice of User Directory Integration or Built-in Directory ‣ Independently Verifiable Signature ‣ Signing Flexibility Trusted By: • Employees • Citizens • Auditors • Partners • Suppliers
  • 20. What Can You Sign with CoSign? ‣ MS (Word, Excel, Outlook, InfoPath) ‣ PDF, PDF-A ‣ Any printable output ‣ CAPI-compliant applications ‣ Web forms (with SAPI) ‣ Laserfiche Docs PowerPoint Tiff Images Lotus Forms PDF & PDF/AOutlook Excel Word AutoCAD WordPerfect InfoPath Web Forms Application- Compatible Signature Mechanism Virtual Signing
  • 27. ARX Customer Use Cases ‣ Engineering: Drawings, Change Orders ‣ Courts: Filings, Judicial Orders, Complaints ‣ Legal & Contracts: Contracts, Agreements, Memos, Correspondence ‣ Archived Records: Integrity of ALL records ‣ Procurement: Requisitions, P.O.s, Invoices ‣ Human Resources: Onboarding, Benefits, Evaluations ‣ Administration: SOPs, Correspondence, Meeting Agendas, Memos ‣ Point of Service: Permits, licenses, patient forms, defendant paperwork
  • 28. Use Case: County of Hawaii Source: www.hawaiicounty.gov
  • 29. Use Case: County of Hawaii ‣ Old leave of absence process Fill out document Print Wait for boss Boss‟s sign off File
  • 30. Use Case: County of Hawaii ‣ New leave of absence process Fill out document Digital signature: boss Filed in employee folder, subfolder for year Boss notified
  • 32. Questions? Katie Burke Government Program Strategist katie.burke@laserfiche.com 562-988-1688 x 223 www.laserfiche.com Mauricio Pinto Market Manager mpinto@arx.com 360-588-1062 www.arx.com
  • 34. Why CoSign? ‣ Compliance: • Meets international standards & U.S. regulations • Guarantees transparency, auditability & accountability ‣ Control & Security: • Provides centralized security & management over certificates & keys • Provides centralized management over users • Uses your existing authentication infrastructure ‣ Choice: • Sign Anything • Leverages your existing investment in EDM, ECM, & Workflow • Adapts to YOUR procedures ‣ Cost-Effectiveness: • Scales from a few users to thousands • Reduces costs immediately • Delivers ROI in 3-6 months
  • 35. ARX (www.arx.com) ‣ ARX Inc. - PKI-centric data for security minded organizations ‣ Developed the „standard digital signature‟ for highly regulated industries worldwide ‣ 5 Million+ active signers and growing!!! ‣ Focus: Government, Life sciences, Healthcare, Engineering Utilities, Energy, Legal… “ARX has the most advanced digital signature capability in the field… it easily integrates with internal security and credential management along with a strong central administration” The Forrester Wave™: E-Signatures, Q2 2013