“When Workflow Automation and Electronic Signature processes are combined, you have a very good thing.” – Mike Fitzmaurice, Nintex VP of Product Technology. Incorporating electronic signatures ensures greater automation into existing forms and workflows. Learn the capabilities of Nintex, DocuSign and SharePoint and how the three can be integrated for greater collaboration. Reach out to info@netwoven.com for more information! Click on the link below to jumpstart your custom workflow solutions for FREE. http://www.netwoven.com/13288-2/

1. Thank you for joining us as we explore
Welcome Everyone!
Netwoven Confidential & Proprietary Information
SharePoint, Nintex and DocuSign -
Putting it all together

2. How to Ask Questions
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Walt De
Petris
COO
Netwoven
Issues
Questions

3. 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

4. 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

5. 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

6. Today’s Agenda
• Solution Approach
• User Experience Demo
• Nintex Platform Overview
• DocuSign Platform Overview
• Nintex and DocuSign Integration
• Workflow Challenges
• Q&A

7. 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

8. USER EXPERIENCE DEMONSTRATION
SharePoint
DocuSign
Nintex

9. 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

10. SharePoint, Nintex and DocuSign
Templates
Workflow List
List Lookup
Completed
Documents
Workflow
Form
Nintex Connector
for DocuSign
Signature
Signed Legal
Documents

11. DEMO
SHAREPOINT DOCUMENT SIGNATURE

12. 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 document
Party electronically performs
Signature and approves
Request for External Party Information & Signature (Nintex Forms & Workflow)
Choose Contract Type

13. SharePoint, Nintex and DocuSign
Workflow List
List Lookup
Workflow
Form
Nintex Connector
for DocuSign
Templates
Roles
Signature
Signed Legal
Documents

14. DEMO
DOCUSIGN TEMPLATE SIGNATURE

15. NINTEX OVERVIEW

16. • Professionals need access to content from
everywhere
• Increased collaboration is imperative
• The workforce is distributed and mobile
Current Process Challenges
Automating Processes Between People and Content
Everyone
Professionals
Information Workers
PEOPLE

17. • Processes are often manual
and siloed
• Everyday processes are most
time consuming
CurrentProcessChallenges
AutomatingProcessesBetweenPeopleandContent
PROCESS
Simple to Sophisticated
Approvals
Provisioning
Mobile Data Collection
Content Generation
Everyone
Professionals
Information Workers
PEOPLE

18. • Documents, Records, Media
• Structured, Unstructured data
• On-Premises, Cloud-Based
CurrentProcessChallenges
AutomatingProcessesBetweenPeopleandContent
CONTENT
EverywhereEveryone
Professionals
Information Workers
PEOPLE PROCESS
Simple to Sophisticated
Approvals
Provisioning
Mobile Data Collection
Content Generation

19. Everyone
Professionals
Information Workers
PEOPLE
Simple to Sophisticated
Approvals
Provisioning
Mobile Data Collection
Content Generation
PROCESS
AutomatingProcessesBetweenPeopleandContent
GreatlyImprovingProductivityandControl
CONTENT
Everywhere

20. 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

21. › Design Workflows quickly and easily
› Leverage your SharePoint investment
› No code solution
› Governable
Powerful, yet easy, workflow tool

22. › 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

23. › 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

24. › 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

25. The Nintex Solution

26. 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
22
languages
Millions
of licensed users
90+
countries
Thousands

27. 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

28. Workflow Use Cases
HR IT Ops
Finance &
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

30. 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.

31. 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

32. 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

33. 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

34. 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

35. 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

36. THE INTEGRATION

37. 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

38. 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

39. WORKFLOW CHALLENGES
Best Practices for Requirements, Design, Implementation and Project Management

40. Challenges
• Requirement Alignment with Stake holders
• Framework
• Adaption
• Governance
• Training
• Economy of scale

41. Requirements Best Practices
• Use Case Details
• Flow Chart
• Process Flow
• Wireframes
• Notifications
• Security
• ………..

42. 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

43. 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

44. Today’s Agenda
• Solution Approach
• User Experience Demo
• Nintex Platform Overview
• DocuSign Platform Overview
• Nintex and DocuSign Integration
• Workflow Challenges
• Q&A

45. Webinar Prize Winner!!
4-in-1 Power Stylus Pen
All attendees who registered
and are attending the
webinar today!
And the Winner is….
Congratulations!

46. Expert Panel
Andrew
Sutton
Engagement
Director
Netwoven
Viraj
Bais
CTO &
Founder
Netwoven
Rajesh
Agadi
Engagement
Director
Netwoven
Matt
Maher
Technical
Director
Netwoven

47. Thank you for participating!
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• www.netwovenblogs.com