Learn how adding CoSign digital signatures to SharePoint will enable you to save time, money, and increase adoption of SharePoint within your organization. Digital signatures are the open standard for signing and approving documents. The webinar includes live demonstrations of signing from Office 365 / SharePoint Online and a workflow example of two-party contract signing.

1. Digital Signatures, Your Most
Successful SharePoint Project
Larry Kluger
Sr Marketing Manager, Integrations
larryk@arx.com
AIIM Blog: kluger.com/aiim
Download: www.slideshare.net/digitalsignature

2. Digital Disruption
“The barriers to entry in your market just
vanished.
Unexpected competitors are swarming in.
Are you ready?
Disrupt yourself now.”
—Forrester Research

3. Digital Disruption
10 times faster at a tenth of the cost

4. Faster, Better, Cheaper
 SharePoint
 Workflow
 CoSign Digital Signatures

5.  Open standards
 Verify with free
Adobe Reader,
Word, etc
Digital Signatures: faster, better, cheaper

6. Low grade “Electronic” signatures

7. (Nicholas Leeson
vs Barings Bank)

8. Digital Signatures are the highest grade of
Electronic signature
Digital Signatures guarantee the Three “I”s…
Identity: ID is imbedded in the signed document
Intent: Non-repudiation
Integrity: Any change invalidates signatures
Signature Verified
Document changed!
x +Document hash code Private Key Digital ID X.509 Cert
Encryption

9. Uniform Electronic Transactions Act (UETA)
Electronic Signatures in Global and National Commerce Act (ESIGN), 2000
2014 EU ‘Electronic Identification and Trust Services for Electronic
Transactions in the Internal Market’ (eIDAS) regulation
NIST Digital Signature Standard
FDA CFR 21 part 11
Electronic signature regulations
Can you use CoSign digital signatures? Yes!

10. Let’s do a poll!

11. Digital Transformation Part 1
• Documents organized with
meta-data, not just folder names

12. Digital Transformation Part 2
• Workflow to manage
business processes
and provide statistics

13. Digital Transformation Part 3
• Digital Signatures
complete your digital
transformation
• Online, signed,
original documents

14. Benefits
No more signed
paper originals

15. Hard benefits: save time & printing, scanning, filing,
mailing. Auditable. Secure.
Soft benefits: “Why didn’t we switch to digital
signatures sooner?” Employee, customer and
partner delight.
Benefits

16. More Benefits: Visit your records department
“We’ll be saving $300K per year”

17. The Analysts agree…
“Enterprise architects should include
e-signatures as part of an overall ECM and
BPM strategy… a foundational technology
along with records management, eDiscovery,
and other content services.”
“Dramatic savings, successful implementation,
no legal challenges”
Source: The Forrester Wave™: E-Signatures, Q2 2013

18. With Digital Signatures…
81% of digital signature projects
reach ROI in 12 months or less
Process
Transformation
Slow
Expensive
Paper-based
Fast
Low-cost
Fully digital
*25% of digital signature projects reach ROI in 3 months or less

19. “CoSign by ARX has the most advanced
digital signature capability in the field…easily
integrates with internal security and credential
management along with a strong central
administration”
Source: The Forrester Wave™: E-Signatures, Q2 2013

20. CoSign End-User Functionality
Customizable & pre-set
signature fields
Names, title, reason codes,
date/time stamp, logos, graphical signature
images
Batch signing, thick client, thin (web) client,
tablet, mobile, Signature APIs

21. Signing with CoSign is easy…

22. Office 365 Signing demo
Update a letter using Word Online
Sign from Office 365 / SharePoint Online
Verify the signature from desktop Word

23. Digital Signatures are Independently Verifiable:
Recipients do not need CoSign
Proof of
document integrity
and valid signature
Proof of
signer identity
and intent

24. BYOD? Sure. Sign on any device, anywhere
Securely sign on any
device at the office,
at home, in the field

25. Connect CoSign digital signatures to anything
ECMs
Apps
Signature APIs

26. SharePoint 2013 support
Sign and verify documents, lists, and InfoPath forms
Full SharePoint Workflow
support
Office 365 / SharePoint
Online support
Full support for Hybrid
configurations

27. SharePoint Server workflow support
• CoSign signature tasks with
document preview
• WYSIWYG positioning and sizing of
signature fields
• Auto-sign actions
• Signature verification actions
• Signature field creation from text
anchors
• CoSign User Management
• SharePoint Designer
• K2
• Nintex Workflow
• Visual Studio Workflows

28. Internal signers—signer works for the organization.
Partner signers—”Extranet” apps for trusted suppliers,
contractors, external staff Eg Vendors, DOT contractors, hospital
doctors.
Long term relationships with signers.
External signers—one-time or infrequent signers.
Eg customers, patients, clients, new hires who are
not yet in the corporate systems.
Internal, Partner & External Signers

29. CoSign Click
• PDF document signing by External signers
• Authentication: Two factor authentication with
One Time Password
• API

30. Two Party signing—Offer Letter workflow
 Two party offer letter (contract) signing
 CoSign digital signatures
 Internal signer
 External signer with 2 factor authentication
and one-time password via SMS message

31. Two Party signing—Offer Letter workflow
Kevin, HR Administrator
1.Kevin enters Susan’s data
Bill, HR ManagerSusan, new engineer

32. Two Party signing—Offer Letter workflow
Kevin, HR Administrator
Bill, HR ManagerSusan, new engineer
2.Bill signs the offer letter

33. Two Party signing—Offer Letter workflow
Kevin, HR Administrator
Bill, HR ManagerSusan, new engineer
3.Susan authenticates via an
SMS message and signs

34. Two Party signing—Offer Letter workflow
Kevin, HR Administrator
Bill, HR ManagerSusan, new engineer
4. Bill reviews the signed
letter

35. Two Party signing—Offer Letter workflow
Kevin, HR Administrator
Bill, HR ManagerSusan, new engineer
5.Signed letter is stored in
the SharePoint system

36. Demo: New Employee Offer letter
Workflow part 1:
• SharePoint list data via Nintex Forms
• Word template document used to create new Word
doc, populated with data from SharePoint list
• Word document is converted to PDF via Windows
automation services
• Signer task created using CoSign Connector for
Nintex
• Internal signer notified of signing task

37. Demo: New Employee Offer letter
Workflow part 2:
• Internal signer completes signing process
• Signing request is sent to CoSign Click; includes the
document and other signing parameters
• CoSign Click sends email to external signer
• External signer clicks on link: sees CoSign Click
authentication screen; Two factor authentication /
One Time Password (2FA/OTP) SMS message is sent.
• External signer authenticates, previews and signs
document

38. Demo: New Employee Offer letter
Workflow part 3:
• External signer completes signing process
• CoSign Click notifies Nintex workflow that document
was signed via web hook call or via polling by
workflow, depending on firewall settings
• Workflow retrieves the newly signed document from
CoSign Click and stores it as a new version in the
SharePoint library
• HR Manager is notified that the offer letter has been
signed

39. Demo: New Employee Offer letter
• Workflow:
1. HR clerk enters new employee information
2. HR Manager signs letter
(internal signer)
3. Letter sent for signing to candidate via CoSign
Click (external signer)
4. HR Manager notified when letter is signed
• Tools: SharePoint on-prem, Nintex Workflow, Nintex
Forms, CoSign, CoSign Click

40. 2 Party Contract Signing Configuration
HR Admin
CorporateFirewall
Gmail
CoSign Click
CoSign Click API
CoSign Central appliance
Kevin, HR Administrator Bill, HR Manager
Susan, new engineer
SharePoint on-prem, Nintex

41. Your most successful SharePoint Project
Happy users
Happy managers:
Better understanding
of their business
processes
Happy IT: Expand quality
use of SharePoint
Happy Execs: save money, speed the organization

42. More info, free trial:
www.arx.com/sharepoint
Photo credits: Ana Rodríguez Carrington,
Patrick Goossens, www.audio-luci-store.it,
Thomas Lillis IV, MedillNSZ, Kevin Krejci,
iamtheo, Mikhail Koninin, Sam Churchill, Jens
karlsson, Richard Foster