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.
Create, sign and share documents online using Google DOCS
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 thé 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
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)
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
Notes de l'éditeur
V 0.11 (27-June) English version of “signing” included. Evidos text added