Webinar: Digital Signature Solutions for a Remote Workforce

The COVID-19 public health crisis has forced most companies to employ work-from-home policies that are likely to stay around even after we are given the go-ahead to go back to business-as-usual. This transition has created new challenges for getting every day business and work done, especially for those processes and workflows that require signatures.

There are many Digital Signature solutions that can be neatly integrated with applications like Microsoft Office 365, Infor (Lawson), Perceptive Content / ImageNow, and OnBase by Hyland. In this webinar, RPI Consultants shares our recommended and favorite digital signature solutions and integrations.

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Transcript

Speaker 1:
Hello, everyone. Thanks for joining me today. We’re going to go ahead and get started with the presentation. I need to share my screen. Okay. Okay. Let me know if you have any trouble hearing me or anything. So, no slide decks to start with today. So, today’s presentation is around exploring some digital signature solutions. I’m going to demonstrate something that I use or have built previously with DocuSign. However, the integration that I’m building is very similar for other types of digital signature applications, and if there’s something specific that you’d like to see for another type of application, please let me know. I’ll do my best to accommodate. Some of these take a little while to build, and I’ve already mocked up some just for this presentation, but I’m certainly happy to try and accommodate.

If you have any questions, please feel free to just throw them into the questions pane in GoToWebinar. I’m happy to take anything and everything. The goal of these webinars, these office hours, are that you help guide where we go, so if there’s something that you would like to see, please just shout it out. If you have any questions about how something works, you want me to dive deeper, please just let me know.

So, before we jump in, the one thing I want to call out is that RPI is hosting a brand new event next week, on Thursday, on the 21st, called VUE, V-U-E, which is Virtual User Exchange. It’s primarily focused around N4, our ERP partner clientele, although we will have a track on my practices, process automation initiatives. So that’s things like leveraging cloud technologies and digital signatures and accounts payable automation, all sorts of things like that. It’s a full day event, so we’ll have sessions running from morning until the end of the day, with a virtual happy hour at the end. So, if you’re interested in that, please visit our website to get signed up, especially our N4 clients, you should absolutely be there.

This is a little bit of an experiment. We’re using a new platform where you can hop between, essentially, different webinars really quickly. I think it’s pretty cool. So, yeah, so check it out. All right, so let’s jump in. So, my goal with this demonstration is to show number one, what a simple digital signature looks like, and number two, how we can leverage other platforms that integrate with digital signatures, namely document repositories or workload platforms such as Perceptive. So, I’m going to be using Perceptive a little bit further on in the demonstration to actually send a document out of Perceptive Content to DocuSign. However, the principles apply very closely to OnBase, to SharePoint, to Kofax, KTM or KTA, or anything where you have the ability to do any sort of extensibility to integrate with outside systems, which is basically everything, can leverage this type of solution.

And so, I’m going to be using DocuSign. I’ve gone to the DocuSign developer page. You do have to create an account, but it’s free. And I’m going to go through, I’m not going to go through every single step of how to set this up because that would take us much longer than an hour, but…so there’s a few things I’m going to gloss over, but I am going to try and give you the highlights. So, when I’m in the REST API, when you’re doing development, you have to get a temporary authentication code. And you can do that by going to this, try it now. And here, there’s an O-OP token generator. And get my access token.

And so, this token right here, it only lasts for eight hours, but you can refresh it as often as you want. You copy this and you’re going to need this later. Now I already have this plugged into my Postman, where I have a few calls set up, but the first one you’ll do just to make sure everything’s working is this DocuSign.com O-OP user info. And in your authorization, y