Can i document type e sign assignment of license texas
good afternoon everyone I'm super excited to be introducing Kimberly LeDoux who's going to be presenting today on speed signing with Adobe sign-in power-ups for dynamics as well as office 365 SharePoint in our various dynamics applications and when I was reading through some of these materials I got really excited made me think about for those of you can member when we used to have a fax machine so instead of having a mail a document from one place to another or have a courier you could actually put that document not a fax machine it would show up somewhere else around the world it was so exciting so again these new technologies are coming to us from Adobe it's a super exciting and again I'm super happy to introduce Kimberly take it away good morning good afternoon and good evening Thank You Tracy for that awesome and amazing introduction my name is Kimberly LeDoux and I work at Adobe and have partnered up with encore business solutions to chat with you guys about Adobe sign and the importance of Adobe sign just to give you some background Adobe sign is now the preferred a signature solution with Microsoft's portfolio and with Adobe sign you can collect signatures anytime anywhere on any device within Microsoft Office 365 Microsoft Dynamics or even with power wraps so right now I'm gonna change things up a little bit because I'm the type of person that likes to do something different and crazy and not boring because we also know that we don't want to die by PowerPoint so while I love to murder you and bore you for for through PowerPoint I also want to do things differently so while we're talking here about Adobe sign and we're talking about power apps I do want to talk a little bit about and do a demo with you pertaining to dynamics Adobe sign and these are for from ways that you have the ability to or for different presentations I should say on how you can do adobe sign whether you send through office and or SharePoint whether you send through Dynamics 365 for sales whether you send through D 365 for talent or whether we could do Adobe sign and power app so what I'm gonna do I want to get a feeling from my audience and I want to hear from our audience on which presentation they would like you to do I would love to do a demo through outlook through office on how Adobe sign works like right now a live demo but I also want to hear from the audience on what they would like to do so if you are listening if you're in the sound of my voice right now take out your mouse and type in the wonderful in the wonderful little chat window which presentation you would like to view is it you want to send through office send from office or SharePoint if it's Adobe sign and power apps is it send from D 365 for talent or is it send from Dynamics 365 for sales so I'm going to open up that wonderful little poll right now and I'm gonna give you an opportunity to go and let me know what you would like to see so anybody out there can anybody see is that a song I think that's a song I would love to hear what everyone is chatting or seeing or even saying so anyone I'm keeping an eye on gonna wait chat here and the questions I don't see anything coming in just yet don't see anything just yet okay so we're gonna wing it then because if you're if you haven't seen anything just yet oh good power apps sorry Oh power yeah who's out I said awesome we're gonna do office oh my goodness goodness gracious lord have mercy power apps and then ah okay so this is what I'm gonna do this is what I'm gonna do because I feel the power app person I feel like he really wants to see something through through teams and through office is that true my power out person who is chatting right now who's sitting there saying yes that's what I want to see is that are they are they are they typing or they are they listening or they sing something Tracy do you see anything from my power app requests I'm looking I'm not sure about that yet okay so this is what we're gonna do I'm gonna try and do a little bit of both I'm gonna do something through office and then I'm also gonna do something through team so what we're gonna do is we're gonna this is what's gonna happen we're gonna click and see what happens what we get from the person who says they want to send from officer SharePoint so we've got two people here really quick we've got Megan and we've got Brian and Megan is a marketing manager from Consort oh and she manages all these different products then she needs some help she is like I am crazy busy but I know that Brian is my contract manager at tailspin and I know he's can help me with all of these wonderful and amazing things and what's great about this is that they've worked together before and mmm Brian as a consultant he is you know we we have his information we've got Brian here we know he he works as at tailspin as a consultant and then what we're gonna do is is Megan's gonna send him a contract on what to be able to do to be a consultant again for for a consort oh so you see she's looking through her Adobe sign document cloud and she's getting her documents together that she's already had she's got legal and compliance right here she's got the tail spend contract package for Brian it's already been made and she's gonna go through that process to go and attach it and send that email out here's the contact excuse me the contract and as you can see she's got Brian's information up here she also has you know a nice little ability to send a message as well please review and sign for approval and then she's gonna preview her fields before she goes to that process and sends it through and as you can see here it's here's the contract the statement of work that's necessary she's got the ability to add in fields and she knows that this statement of work is going for tailspin she's got the company down here she also noticed that she didn't have Brian's phone number so she added that field that signature field in there and then she's also adding in the signature and the email as well so it's been sent yay she's got all that wonderful thing together a copy has been sent to Megan it's already out to mr. Johnson and it as you can see it says here that the gives you a status so to speak when it comes to this your your it's been sent and you will be alerted if the the document has been viewed and has been signed so it gives you the ability to be able to do that so she's gonna go ahead and and see what's going on with that wonderful contract right and she can see that it's been sent for signature right here off to the side then of course I can't see as I move everything over she's got the adult agreement status so she can see that it's out for signature and that it's been created so she's got that document that's been created by Megan and that it's been it's been sent out for a signature yay so here's the experience that Brian is going to get right Brian sees if he's all excited because everything is all simple and quick and easy there's nothing that's being like mailed from you know like using the mail from 1972 you mail something out it gets lost in the mail you don't know where it's at or if you fax something over let's fast-forward it's now 1992 and we get excited over a fax machine and we send it out via you know a printer where we're wasting paper well now it's 2019 and we have the ability to be able to send things via email and we also have the ability to be able to see it over my phone which makes it even better so Brian receives that email and he can see everything on his wonderful phone right all he needs to do now is click here to review and sign which he does because in his wonderful handheld device remember with the dhobi sign you can sign anytime anywhere on any device so Brian could be in Europe and signing this he can be in Latin America he can be on the top of Kilimanjaro and he is signing this contract so he'll go ahead and review it and sign it heels click start remember we were missing our phone number here so we have now the ability to ask Brian to add his phone number in here which he does five five five one two three four which i think is also the phone number for the ghostbusters back in 1984 but we're not in 1984 we're in 2009 19 so let's go ahead and keep going so now we get to click and sign here for a signature so he has three different ways that he can sign this particular document he can type it he can draw it or he can insert his image and what's great about this is he has the ability we have the ability to be able to make sure that we are verifying that this is actually Brian there's there's a couple of different steps that he has to do that really makes this a legal and binding document in countries all over the world the fact that he's verifying himself via email the fact that he's taking the time to be able to sign this and then later on we're also going to ask him to click to make sure that he agrees to the terms and conditions of that as well so Bryan takes his phone he's gonna go ahead and and find his name on here he's also going to enter his name again not only for a signature but we're also verifying that this is Bryan by doing that ok and then we have the Terms of Use and consumer disclosure which also verifies Bryan as well and again all of these three different ways to verify yourself is something that is a legal binding document that can that will up be upheld in any court of law so now as you can see you have successively sign the agreement and he has the ability to download that copy where he can save it on his phone or he can go ahead and save that in the cloud where necessary also what's important with this is Bryan doesn't need an Adobe document cloud license or Adobe sign license to be able to use this product the only person who needs the license or needs to verify that transaction is Meghan Meghan is the only one so Bryan doesn't need to have one confirmation so Meghan is completely ecstatic and happy about receiving that confirmation you know why because she has a wonderful email that has let her know that hey I get an update on what's going on at all time it lets me know when it's been sent that lets me know when it's been viewed and then it also lets me know when it's inside which is a wonderful way for you to be able to keep track of any agreements that you're sending out whether it's through Dynamics 365 whether it's through SharePoint whether it's through office you know exactly what's going on with that document at the time that it goes out so there's no need to pick up the phone and call Brian and say hey did you get it did you get it did you get it and have that wonderful you know yucky feeling in your tummy up god I hope you got it because you already know you already have the information out there already and that's what's great when it when it's complete let's go back really quick let me go back there we go so you you can see when all of that is being taken care of right and all of that comes back right in your Outlook right in your Outlook and what's great about it is all the information that you needed to get is all listed right back into SharePoint automatically so it takes that information that was put into that contract when it's what it's sent back to you I have my phone number UB that I needed from Brian it's all set and done and complete does anybody have any questions right now now I want to make sure I know that we've got a few people that were on and and we're kind of doing this live and I don't want to kill anybody by PowerPoint but I do want to make sure that I'm answering any questions that anyone has anyone Yes No maybe so I'm not seeing any right now but I can let you know if some come in awesome that's great so we're just going to go ahead and keep going as we can see that this is already taken care of and we're going to be able to have all that information not only the contract but it's been stored and that is the great thing about there about this agreement status being able to see I get a nice little message back letting me know that not only was this particular item out for signature but it was signed and I love the fact that I have all that information already sent or saved back for me from in my SharePoint so now really quick what we're gonna do is we're gonna go and talk about power apps because I know that was something that somebody else was interested in as well so i'm gonna click out of here and i'm gonna go in here yay power up this is gonna be so much fun yes so as i said before adobe sign and microsoft powerpoint excuse me power apps were all better together we've got three different personas here we've got peter we've got miss Dennis and we've got Dylan and as you can see all of the different things that how power apps their uses pertaining to that so with Peter he's gonna use the power apps to supervise status of customer accounts review requests and authorized works different works that are going on he has access to all of the signed documents and audit trails stored in Dynamics 365 then you have miss Dennis who is a service operate operations manager and she's the person that really takes care and assign service for different maintenance things that are going on tat tasks with the technicians and then she follows up to make sure things are done in a timely manner so she's gonna work directly with the field services to fulfill any scheduling and CRM functions and then you've got Dylan who's the technician itself and he uses it to make sure that he receives any sort of of assignments and documents and completions of work so we want to make sure that everybody understands what's going on in this in this scenario when we're looking at this this is our trust Dax provides services to several manufacturing customers and what power-up does is it stimulates an abs designed to streamline managing servicing all of these different accounts and as the service account manager he sees when a service request has been posted and he understands that things take time but also time is money and we have to make sure that time is not going to be something that's gonna hinder him and we need to make sure that things that come into the queue are done in it in a quick and efficient manner so what happens is Peter who's our first gentlemen he approves the pending request which is created which creates an actual work order and that as you can see this workflow can be tracked and traced within the full CRM service like Dynamics 365 Phil services by someone by the name is Denys who can confirm the customers preferred service service tech she likes she knows that the customer likes Dylan Dillinger your Field Service guy who's going to take care of you so when the work is scheduled Dylan can see in his view app he can see what's going on with the pending service call and he can review the details he's on site already he completes the work checking off each of the tasks that's available in that app and then at the completion of services with one button he has the ability to send me work order data via Adobe sign and within a few moments Adobe sign system returns the status that can that pretty much continues the same flow to retrieve the signing euro l and passes it back to the app now Dylan can find the appropriate customer contact and have the work signed off live while he sits there and wait so it's while he's doing the work they're signing all the wonderful paper confirmation he thought the customer will then sign that hard form on a hard surface with a PowerPoint pen copies of that signed up document are physically distributed over the next couple of days that takes time right we don't need that we want something quick and easy and that is gonna be simple and easy to go we don't want to deal with any manual errors we wanted we don't want to deal with any any delays or more delays or it limits my search on doing things there's no real time inquiry on what's being happening or what's being done it's we want something that's again time time is of the essence clicker there we go so with trust acts right we've got power apps to flow from that's going to streamline everything real time and it's going to make an easy workflow right so the service account manager sees when a service request has been posted for his customer including its time and all o
those different types of things in this case its scheduled service in Kent Washington wonderful Kent Washington where actually my my in-laws live isn't that funny but what's great about this is that it creates a wonderful error proof document right it retrieves assigning URL and returns it to the app the signature is already returned inside of the app the app opened document for signature it's return signing URL used by the app to open document for a live signing and what's great about it it's completed signing triggers an automatic flow to store a sign document defined in SharePoint automatically so this is done within seconds so instead of it being like a super long time like days right this is done in seconds oops press Enter so what this does is this manual errors are eliminated we have no delays and we have real-time posting and search content so here's this scenario that's going on over here we have a situation where we are clicking out we're viewing the site map right and we're going through the process where we're seeing real live some whether something is working or whether something is not working there's an error right here with this particular printer excuse me so what will happen is he'll click on that view the details and he'll see what needs to be done there's problem with that there's problem with motor there's problem with rollers there's a problem with frame check mm-hmm excuse me we have the ability to go ahead and click and create the work order pertaining to that I see that here's my my friend Dylan who I think is an excellent person that can help out with this I've requested Dylan to help me with that mmm excuse me mm-hmm so miss Dennis she gets that work order right and she's able to see what's going on with that she knows who the person is mmm excuse me and she can click on Dylan's contact card and what's great about that is I can see what's going on pertaining to that work process it's gonna be active over the next 24 hours and I'm hoping this is done quickly wrap not 24 hours I want this to be done even sooner than that right so I get Dylan I know he's here he it's gonna let him know that he's got a booking right and what's great about that is he's gonna see automatically what the situation is and what needs to be done because the work order has been created he can click and view what the details are he can see that particular work order excuse me and she's gonna go ahead and say I need you to you know check a couple of things I'm looking for you to check the belt the rollers the frame the motor mm excuse me the control I need you to do a production test I need you to make sure all of this stuff is taken care of and completed and then what happens is you've got all of these different things pink yellow and blue copy that will allow you to go ahead and make sure that that is taken care of and closed and completed those go off to all of the different people that it needs to go to right all of those particular things are all set and completed I need to get a signature in person from somebody but what's great about it is there's nice little document right here that gives them me the ability to be able to do so the document comes up I have the ability to be able to click in sign live all set and done again using Mario's wonderful signature he can type that in there he clicks this Irvine he's verifying himself and that particular copy is gone it's been lovely downloaded and it can also be sent quick and easy hmm so cuz I'm clicking and clicking here we go we've got our annual service conveyor here I see that that has been done and taken care of by Mario and now I also have my trail my wonderful trail letting me know all the stuff that has been done I see that it's been created oh let me go back that went really fast I didn't need to click that I see that it's been created by Dillon I see that it's been emailed by Mario he has the right away mario has viewed this so 729 58 by 730 30 seconds Mario's already viewed it and within another 15 seconds he signed it and it's off imagine how quick and easy this is and then it goes right back into my lovely share point to let me know that that work complete is done and I have a trail letting me know what the situation is super efficient and easy so now we go back to miss Dennis who has the ability to be able to go back and be able to verify everything's been taken care of but also she's able to see her little trail as well again something that is quick and easy and efficient think about how much time is being saved by this and all done from the seat of her desk and then what's great about it this gives her the opportunity to focus on other things within her job so instead of her having to spend all this time trying to find all of these different things she has the ability to be able to close out things in a quick and efficient manner super simple super easy so as you can see and I think there's a little bit more pertaining to this because I do want to go back and ask people any questions that you have as you can see you can see how easy and quick and efficient everything is and how it was done in a quick and easy manner to be able to assist you with in your job whether it is sitting on a contract whether it is sending out any sales documents whether it's doing anything to make people approving their work process the fact that you have the ability to accelerate your process and close out things you're not following any paper trail you have the ability to be able to close out these quick and efficient and easily questions does anybody have any questions that we have so far nothing come in yet well wow that's amazing so I'm wondering one of the things that is if nobody has any questions right now then let's do this let's see we have one two we I'm assuming we have three people viewing right now is that correct five six yeah I want to do a drawing let's do a drawing really quick I'm gonna ask a question and I'm gonna see who has the right answer right to be able to win a prize how about let's do 25 dollars in twenty-five dollars in Amazon giftcards let's do it twenty-five dollar Amazon gift card um I want somebody to tell me and I have three answers so if you get one right if you get an answer right there's three possible answers maybe more of why Adobe sign is better than paper if somebody can give me an answer in the lovely chat window and let's do that and you give me a correct answer I'll give you $25 an Amazon gift card ready go anyone I know an answer okay I've got one answer here real-time inquiry and no delays oh that was good that wasn't even on my list that wasn't even my top five who what who gave that answer I want to know so that was Tommy who gave that answer Tommy Tommy Tommy can you hear me obviously I did obviously he did good one Tommy good a couple other answers as well oh I would love to hear that but they say so we've got efficient is one of them sent by Annie and then we've got auditable sent by Din auditable by Dan mm-hmm actually audible by Dan dan I need some I need you to give me some further clarification on that cuz you know what audible sound like it sounds like a perfume that I would wear in Texas so Dan I want you to give me a little bit more of why you say auditable give it up then you might get a prized and you might get a prize okay I'm watching nothing anything you might be taping okay if auditors looked and investigated oh good one okay keep going what else what else you know okay oh yeah I'll have that go ahead chase got that I don't know if Moore's coming or not you're being tough on them I know this is fun but how are you gonna decide though that's difficult well I know it's so hard who do I have I had Dan and I had Tommy and then I had who Emma Annie Annie and dances that's all he's got okay you know what I'm gonna do dan dan and and Tommy I'm all gonna give you $25 look at that look how good I am I'm giving you all $25 for joining me today on this sitting through this amazing PowerPoint presentation I know you didn't fall asleep because just you sounded as if you guys are all in tune to what was going on I'd love it so yes thank you very much for your lovely answers to my questions I will make sure that you guys get those those gift certificates to to Amazon I want to make sure our let's make sure that those if they're in the States let me know if you're in the States or let me know if you're in in Canada because I want to make sure I'm giving you the right Amazon card but this was been this has been fun I don't know about you what do you think have you guys had fun go ahead put it in the chat window how much fun you had well Dan is in Canada yeah so we know awesome well don't make me feel bad he had so it's good I'm glad you did I'm in the Bay Area so I don't have a lot of mountains around me right now but okay I can also and he's also in Canada yeah he's in Canada and Tommy's in the US so where are you from Tommy give it up Big Daddy where you from see your Washington State yay Washington State oh well good I'm so glad thank you guys so much for joining me today like I said I will definitely go out and give you I got one u.s. Amazon card the other two will be Canadian and we'll make sure those get to you before the end of the week thank you so much for your time if you have any questions please please reach out to your your encore business solution representative they'll be more than happy to assist you with any questions pertaining to Adobe sign and and Microsoft power apps or even through teams or office 365 or Dynamics 365 my name is Kimberly LeDoux I appreciate you coming and visiting me today and I hope you all have a wonderful wonderful day thanks very much Kimberly thanks a lot have a good afternoon everyone
