Can I Set Up eSignature in CMS

How can i integration e signature install crm

hello everyone welcome to another webinar event hosted by exceeded during today's presentation we will demonstrate how to provide digital signature integration in alfresco using alfred finder and connectives a signature platform digital signatures are becoming more important in sectors such as banking and government this is why connective created a seamless easy signature solution for the market during our presentation we will provide a live demo of this technology on our servers in the cloud but before we start I will outline today's topics first we will introduce our speakers and their backgrounds next i will allow erich fromm connective to introduce his company and provide some more information about their platform and lastly we will have a live demo with Yan who will show of the e-signature solution works now I would like to introduce our speakers first on the left we have Eric Peters eric is an experienced business developer at connective and works primarily with the sales team he has a long history of working with IT because the financial and insurance industry next on the right we have yan from the look yan is a senior software engineer at Zenith and he implemented the connective solution which we will show in today's demo I will now turn over the mic to Eric for a brief introduction to connective hello everyone my name is Eric Peter sales manager enable acts by connective connective as you might already know we're a Belgian company based in Antwerp with our headquarters and nowadays video exists for six years we already have more than 400 satisfied customers using our digital signature solution as being connective we are a European company and we are also trusted service provider on the VI disregulation which regulates everything around digital signatures this is why we can also offer our solution throughout Europe and even in the US and we already have some other based companies in Amsterdam Barcelona and Paris I'm already talking about today the signature solution which has been integrated into al fresco by extended solutions but we also offer two other solutions honesty identity hub to digitally identify people through the digital channels when when you want to onboard new customers through a digital channel in our identity app we offer the possibility to identify people true it's me the Belgian AI dee' the luxury works AIT the eye cream of the Netherlands Swiss ID and many other identities coming up lately we also have our smart document solution digitally generate documents into your process and also to maintain and design your templates in our sketch solution inside of smart documents to generate documents and to maintain your templates centrally into the solution finally the integration which we are talking about today is integrated bike saving solutions with our REST API into alfresco but you can already use our solution also to our standalone portal besides alfresco solution nowadays probably you've already heard that some people in your organization or clients are complaining that they still need to print documents they need to sign enough and then I need to sell scanner which is a time time-consuming process which offers poor customer satisfaction and also brings the risk because you don't know that certainly the person who needs to sign the document as it will also definitely sign the document finally you will also lose control over the signing process which gives you back when you go to the digital signature digital signatures offer you a dashboard you can regain control over this initial process it improves the efficiency of your sales processes and you also have a higher security and compliance in because through our if identity scheme integrations you do know that a certain person has signed the document and that you know that the specific person is also the person at the other side of the digital channel I've already talked about the fact that we have 400 different kinds here you can see some of our clients throughout Belgium and Luxembourg and as being FinTech company originally we have several references throughout the banking sector we also offered several references through the insurance sector by example AG insurance which have integrated our solution in the area of a platform to digitally sign off contracts with their clients for branch twenty three and point twenty one solutions for example for the juridical professions we have integrated the legal guard in Belgium there we cooperate with all the oils in Belgium to digitally sign off legal documents we also worked a lot with leasing companies to sign of leaked leasing documents online between the lessor and the leasing company also in the accounting department we offer our digital signature solution to easily style for example animal statements and not chose not to speak from all the HR documents which can also be scientifically through our solution we have some collaborations in Belgium also with for example an email to sign off rental agreements and finally we also offer our solution to several cities and municipalities to sign documents internally and externally with the citizens or to reseal documents before sending out them to have certainty that the certain document has really come from the city itself so phishing etc is not possible anymore with East healing the outgoing documents out of your organization now how will you as a company and how will your customers benefit from this solution your customers will benefit of it because they don't need to do all the paper has Lima they don't need to print anymore and scan and you need to don't need to post process it anymore internally we offer our digital signature solution to sign from any device so if your client is signed from his pc or a snack it's all possible in different browsers but most of the time our world is around mobile devices Ratna so we also support iOS and Android devices which responsible screens to style documents remotely true for example and as a mezzo TP with a male OTP or to sign qualified signature through its b-side solution which we have integrated into our solution for you internally we'll give you the possibility to monitor the old process with our dashboards so just in one click you can see all different flows which has been initiated words are released and we'll which processes are still pending signing when someone has refused to sign or when some some documents have their due date being done finally you can also easily send automatic reminders to also entry tip and sign yet so you can remind them that there is still a document pending onto our platform as I already told the use cases can be indefinitely so we have legal contracts mission that there's annual statements modules HR documents they all can be signed through our solution with different methods and methods which we offer are most of them based on local identity schemes or general methods which we can offer in every country around the world one of our focuses is on the identity so we already integrated for example in Belgium the Belgian me ID card which you can use without having to install the middleware of the government you only need to install our own connective solution secondly we do offer mobile solutions such as the qualified signature which HP which give you a non-repudiation in the Netherlands we can offer to our collaboration with the Dutch payments Association the ideal digital signature or in Luxembourg we have already integrated tool Express card and in the near future we will also offer the electronic or in Spain the Italian identity card the Swiss identity card Austrian identity card and yes Estonian identity card together with bank ID and name ID in the Nordics we also offer the general solutions for example through two-factor authentication you can sign with an SMS code or you can sign through email code if you want Leslie we also have a manual scribble which is possible already integrate through Wacom tablets you can also use the biometrical signature through our solution and the good thing is when you want to offer different methods several methods to your signers you can opt to give them the choice so they can choose which method then suit the best thanks a lot and we'll now have two we will have a look to the integration between our recent resolution and alfresco thank you Eric for that wonderful overview of the company is very comprehensive we will now task the demonstration over TN who will give us a walkthrough of the standing process and then real time demonstration ok we will give you a demonstration of our integration between an alfresco and signing platform of connected the demo signature requester will select document and for selecting the document we will use the Alfred Alfred find it Alfred Finder is a web UI built on alfresco and it's used to select documents from an alfresco sir when the requested request the scene of the signature of a document the request is sent to our excel in designing server which communicates with the alfresco the signing server will be dressed the document from alfresco and will send a request to the connective platform the request contains the document of the selected document and extra information given by the Scimitar request that information is sent to the connective platform where it is stored in the connective database and at the end the connective portal will show whether sign will sign the document when the document is signed by the sign using the appropriate procedure selected by the requester the document the feedback of the styling procedure is sent back to the same signing server and that will record the signing in the alfresco that we will show in a real-life demo this is our finding platform where we can select documents from an alfresco system I will select the document edit in the alfresco for this webinar and I will look for documents with the name webinar in the finder finds two documents and we will demonstrate with those two documents the two use cases I prepared prepared it's the use case of signing with a version a ID card and a second use case where the user can sign with a one-time password sent by SMS or by mail and the user can select which procedure he wants to follow the first huge case the standing by the Belgian VI D I select the document I want to do sign and we see this document it's just a small sample document it doesn't contain any digital signature here we see the list of the comments added to that document in alfresco we'll see that the list is empty and when we asked the list of versions of that document in the oppressed obviously that was only one version of the document available this document will be sent to the connective platform for signing by the Belgian div and I start the request just by hitting sign button and here a small dialog shows up where I have to specify the information needed for the digital signature of that document I have to give you then I have to specify my email address my date of birth I don't need my phone number because I don't use its me order as a mess for this method and I have to specify the name of the field where the signature will be put on that field is invisible on the document that is used by connective to place the marker of the signature on the correct spot in the document with this information and the fact that the Belgian AI D is selected as signing procedure I can send the request to connective you connected very feisty email address you consider the connective web server chose of page where I can see the document that I have to sign here we see the position place where the marker is where the signature will be visible later on I have to declare as a signer that I've read the document completely and then I can start the signing procedure on this computer is a small he read he can't read with my Belgian identity card in it and that is read by the program and it asked my pin code to verify that it's really me he verifies the name and the birthday given and it matches with the information on my car and the feedback is sent by connective to say in its signing server where the information is recorded in the alfresco so if we we fresh this screen you we see that the document now contains a text saying that the document was signed digitally by me if we go to the comments of on that document in the alfresco stir we see two comments added to say that the signings cycle has started and at the end that signing state has completely finished so it is signed correctly if we go to the version history of that document we see that are now two versions of that document in the of fresco the original one and the signs and there is a little comment to say okay it's signed by me if we download this document to show it in another program for instance in although they acrobats real is she again here the fact that it is signed and we can examine that signature using the signature panel available where we can see all information on the signature added by connective to the document we also can see that the document has not been modified since the last engine to make sure to design that the document we can see is the document that was signed by before this and the first huge case where we did sign a document by the Eid card in the second use case we will repeat more or less the same procedure but now the sign can will not use the ID card but you will receive a one time password sent by connective via as a measure of via an email it is the same document but with an other name so here we are of this document we only have one version and commenced and no digital signature available we start designing procedure of that document you I will specify my name and my email address the dead it's not needed in that procedure because it's not verified against the Eid card I have to specify my phone number to allow connective to send the one-time password via SMS and I have to specify the name of the signing field allow designers to use this ie ID card I only allowed the one-time password by desmos and the one-time password by evil the document is sent to connective and connective webpage with the document to sign is open automatically once again I read the document I declare the dire I read it completely and I can start the signing procedure now I can choose between the SMS code or the email code I will go for the email code and I have to specify my complete email address to make sure that it's me using this signing procedure and the email address I specify here must match the one given by the signing requester when the request was okay now I will receive a one-time password sent by connective you I have to fill it in while this signing procedure is going on we can see on the portal of connective there are pending documents this webcam be customized branded completely for the customer but we can see here the history of documents being signed I complete now design procedure once again thank you page Tuesday and normally the feedback is sent by connected to our store we will record it in the alfresco so if we refresh this page we can see also from this document that it was digitally signed by me and we can see that it was signed using the one-time email password and even the password represent is recorded in the we can see that on all two versions of the document in the alfresco and of course same procedure as before two lines of comments were added by designing procedure your fresco to record the design inside Thank You Yan for giving us this informative demonstration I'm happy to see that electronic signing is becoming easier to manage in alfresco before I end I would like to quickly recap what we saw today after this demonstration we can recognize that connectives signature solution allows you to complete transactions seamlessly connected end-to-end digital process can reduce document handling fees and increase efficiency and of course connected is a legal compliant solution that provides strict and secure privacy protection as well as multiple options for digitally signing your documents this brings us to the end of today's presentation and I want to thank Eric for his overview of connectives portfolio and of course the Yin for providing the demonstration if you have any questions about this signature solution feel free to cont ct us anytime have a great day thank you