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[Music] [Music] hi welcome everyone my name is leo rodriguez i'm here at from docusign to welcome you to our session today tips and tricks to automate your business with docusigny signature i'm joined today by my colleague matt holavity matt hey everybody nice to meet you all and thanks so much for spending the time with us um we're really excited to connect with you all today here at the quickbooks conference and kind of go over a little bit about what docusign is doing thanks matt again welcome everyone to quickbooks to connect we're proud to welcome you all virtually um from the docusign side uh i'm here today to introduce uh what we do here as a company and then also tell you a little bit more about some of the interesting research and insights that we've heard from our small businesses um and share with you some of the tips and tricks that they've uh let us know over the past few months lastly we have some exciting news so without further ado let's go ahead and get started great so i think it's important to know what our agenda is today we have a jam-packed session for you all i'll introduce docusign give you a little bit of history about us as a company and then share how what we've learned from our small businesses and how they're adapting to today's environment and then lastly we'll go through the tips for automating your agreement process so just to set the stage you know there's an interesting quote that we heard from satya nadal in microsoft's latest earnings release and this quote i think really summarizes what we've all known over the last nine months that is we've seen two years worth of digital transformation in two months this is sourced by the millions of businesses and customers that microsoft has and one insight that satya had was that in the past two years that he's been the ceo he's seen the acceleration of digital transformation from anyone from that's an individual consumer all the way up to the largest enterprises and we at docusign are in that specific business of helping businesses go digital so let's learn let's dive into why over 600 000 organizations use docusign free signature today an interesting point is that docusign's actually been around for over 16 years we actually pioneered e-signature and we're the world's number one e-signature provider we operate in over 160 countries and have millions of signers signing docusign envelopes each and every day now an interesting aspect is that we've started our history with real estate agents from closing houses and homes lease agreements now all the way up to fortune 500 companies and large financial institutions accountants and small businesses it's really in our dna to serve everyone from the individual consumer all the way up to the enterprise but this specific session today is to help you as an as an accounting professional a bookkeeper a small or medium-sized businesses really learn how to take advantage of docusigns signature offering great and so and what you all know us for is that e-signature functionality um what we are realizing though as a company is that we really do so much more and where we've kind of pivoted in the last couple of years is towards solving the pain points around customers legacy paper-based manual processes around their system of agreement and you can think of a system of agreement broken down into these four steps it's one how you prepare your documents whether you are filling them out getting them printed out how do you generate them it's signing those documents so how are they sent to someone are they faxed are they scanned are they mailed still um and then how are they getting them back to you then there's the act portion which you can think of as okay after i have my signed agreement what happens next do i have to provision a laptop do i have to send out an order um do i have to send my product out to a customer out in nebraska right and then where does that agreement go after the fact is it stored digitally is it stored in a office file cabinet is it stored on your desk um what we're trying to do is we're trying to take all of these processes and with the docu-signee signature solution as well as some of the other products that we're working on um create a seamless front-to-back end process around your system of agreement you can think of a lot of different use cases probably where you need someone's signature here's a couple if you need a little reminder where we see a real need in the small business space is around sales legal partnership agreements hr all these things require some sort of approval or some sort of workflow to really get something done within your business and docusign is all about keeping businesses moving forward completing your documents on time and getting them back quicker than you ever had before so here are some of the the verbs after we did some customer research that we hear from our customers around their legacy problems around their system of agreement there's it's costly slow unfriendly risky the you know there's the cost of the printer ink scanning the materials printers themselves you know what what if you mess up a contractor you put the wrong information in what does it you know what does that cost to your business when you have to go resend that document out and it might be mailed or it might be faxed or maybe you need it that day you know how do you make that happen especially if someone's remote or you know not in their office you know slow we try to speed things up unfriendly you know what is your customer experience how do you want your customers to perceive you a real big part of the docusign experience is taking a you know taking your customers that you have and giving them a seamless experience for coming to agreement with you as a company uh risky you know paper-based processes have been accepted for a long time but when things get challenged you know if you're a small vendor and you're working with someone like amazon or dell or microsoft and you know you have someone on the other side who is not reliable right their systems might be reliable but people aren't always reliable and you want that sense of trust well-being and to know that you know um you have come to some sort of agreement and you have proof that you have docusign's really great for that because in a court of law we'll have a bunch of different ways to prove that that person signed off on the agreement that you had with them so you know i talked a little bit about the problems and then let me go over a little bit about what docusign has done and developed to kind of give you guys this seamless experience digitally so on average what we've kind of taken from all of our customer data and research is that our customers actually save around 36 per agreement on average and that's a combination of the costs time saved material costs you know a bunch of different things that we've put into that data that has come out with that number you know some of the other really great things about the product itself is that you can check the check the status you can see where the agreement is in flight if you have multiple signers on your document you can see you know who has signed off already and where it's sitting you can send automated reminders there's a lot of different ways that you can you know use the docusign product to have your agreements done quicker and easier and on the quicker and easier points you know on average most of our agreements are done in less than 15 minutes and almost all of them are done in less than a day what would that mean to your business to take your legacy system of agreement process and have it sped up to the case where you don't have to think about these things anymore and when someone doesn't sign in a day you know you have an easy way of reminding them you can give them a call you can say hey can you check your email real quick this is what we came to agreement with can you click the sign button they can hit it and you can get it back right there on the phone call thanks matt now let's take a look at some recent data from the docusign customers now what we've seen is that the best and most forward-thinking small businesses are responding by investing in digital transformation to accommodate remote work not just for their employees but their external stakeholders the best and most forward-thinking small businesses are responding by investing in digital transformation to accommodate remote work not just for their employees but their external stakeholders there was a key finding from our customer research that i wanted to share with you was that the majority of the customers reported having experienced digital transformation expect to maintain or accelerate in the coming years now at docusign we've actually seen our businesses adapt and find new use cases for docusigning signature the first is with regards to health care now some of our largest customers are health care providers in large metropolitan areas but there's also small and medium-sized practices in rural areas that needed to adapt to the remote nature of the cobot 19 pandemic this resulted in them digitizing their patient intake process with the help of telemedicine we're actually helping hospitals clinics and other providers by enabling them to execute the patient intake process safely with physical distancing you can think of the intake form as you know three to five pages with long responses open questions this is where docusign's e-signature product layers in our text fields and our different algorithms to make sure that the information that's provided is not only secure but also routed to the electronic health records that a lot of these providers use the second was with regards to emergency lending in financial institutions and and the sba that needed to administer ppp loans we are helping banks make emergency loans to help sustain businesses that have been impacted banks use docusign signature for the electronic signing of the loan application and routing that back to the sba and to the other institutions that they do business with lastly we've seen a tremendous shift from in-person selling to remote selling we're enabling remote selling so businesses can continue at a distance no longer are you still relying in the in-person sales meeting to ink a proposal or to send and walk through a complicated agreement with quotes and with different line items and cost basis so from insurance agents to accounting professionals and car sales docusign enables sales deals to close remotely these are just some of the few examples that we've seen in our new world from shifting offline to online now let me tell you a little bit more from the data that we've seen some of the primary benefits from going digital as i mentioned earlier is that it enables remote work the other part is that it enables people to be doing business faster those businesses that already were using docusign before the beginning of march of this year and that actually were able to continue using docusign when the shelter in place order was in effect and many of the cities and counties across the u.s actually experienced very little downtime a lot of their agents their sales people their employees all had docusign accounts and were able to transact and send agreements digitally without experiencing much downtime and without having the need to have a physical presence now i think this is important to note from a quickbooks perspective is that if you have a quickbooks online account you're already used to doing business remotely and you're already being able to take advantage of the plethora of sas applications that work with quickbooks online now docusigning signature is already an integrated application and we're excited to announce a little bit more later on now some of the key benefits of why you would automate it your agreement process some of these matt already touched on but just to reiterate the point is that you get decisions made faster you know no longer are you relying on uh in-person signatures or counter signatures docusign has the ability to route and execute agreements and with a click of a button the second is the ease of use docusign oh has over 600 000 small businesses that love our easy to use interface we're built the same way that doc that quickbooks has been built with customer driven innovation and with the ease of use and speed of simplicity lastly because we're a sas first application you can access docusign anytime anywhere especially on a mobile of device you'd be surprised at how easy it is to receive a pdf and have it rendered in a mobile-friendly way where you can just execute the agreement anytime anywhere on any device all right thanks so guys we're uh so for the final section of this we're just going to be going over a little bit of like tips and tricks that we have for helping automate your agreement processes um what i want to kind of start with for this section was just to kind of go over some of the customer feedback we've had from you our customers as well as some of our prospects that we've just pulled and what a lot of the feedback really came out to for us was you you are expecting an integrated experience um into the tools that you're using every day right like you don't want to have this tool and that tool all in different parts of your you know laptop or phone and you have to log into each one um so your main request to docusign is just fit into the apps that i'm using every day right you can see on this data sheet there's a bunch of different ones here one of the top ones that we found was actually quickbooks and we've been working with the quickbooks advanced team and are really excited to announce that we're going live with the quickbooks online advanced integration with docusign so i'm really excited to kind of take the feedback that you guys have provided us take that internally and offer you guys a solution to the requests that you've been making and with that you know what docusign is looking to build is really the agreement cloud story that is docusign not just e-signature but bringing in a lot of our other product lines as well as far as generating documents acting on documents managing documents and bringing that into the quickbooks ecosystem to use quickbooks as a tool that does that accomplishes some of those tasks alongside docusign you can see here that you know the steps kind of go in order with the use cases that you're doing every day or week to week with your customers and just a little bit of oversight of what the integration is going to look like you'll be able to prepare your estimates just as you always do within quickbooks advanced but then you'll be then you'll be able to take those send them into the docusign experience and put them through a document workflow and what that'll do is you can capture signatures from you know one person multiple people you'll be able to track the status you'll be able to send reminders you'll be able to manage all of that right from within quickbooks advanced so we're really excited to be you know expanding this partnership beyond you know we do a lot of stuff with pro tax we do a lot of stuff with turbo tax and now we're really excited to bring this into the quickbooks world and have this holistic experience for all the intuit customers out there so as as matt mentioned this integration will be live in mid-december we're announcing it today at quickbooks connect as part of the announcement we're actually going to offer quickbooks online advanced customers a special docusign free 90-day trial you can take advantage of the free trial and sign up today no credit card required just use the right hand side url and get started shortly you'll be able to find the docusign signature application on the quickbooks online advanced app store so in mid-december you'll be able to find us there as well but with that i wanted to go ahead and thank you all for joining us today on behalf of my colleague matt holavity and myself thank you all for joining we look forward to seeing you next year at the next quickbooks connect live event [Music]

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How do you make a document that has an electronic signature?

How do you make this information that was not in a digital format a computer-readable document for the user? ""So the question is not only how can you get to an individual from an individual, but how can you get to an individual with a group of individuals. How do you get from one location and say let's go to this location and say let's go to that location. How do you get from, you know, some of the more traditional forms of information that you are used to seeing in a document or other forms. The ability to do that in a digital medium has been a huge challenge. I think we've done it, but there's some work that we have to do on the security side of that. And of course, there's the question of how do you protect it from being read by people that you're not intending to be able to actually read it? "When asked to describe what he means by a "user-centric" approach to security, Bensley responds that "you're still in a situation where you are still talking about a lot of the security that is done by individuals, but we've done a very good job of making it a user-centric process. You're not going to be able to create a document or something on your own that you can give to an individual. You can't just open and copy over and then give it to somebody else. You still have to do the work of the document being created in the first place and the work of the document being delivered in a secure manner."

How do you electronically sign a pdf?

I have a pdf but the signature line is not visible and the page is not open, is there some way I can still do it? What does it mean for an application to be denied if I am currently incarcerated or on parole? I have an order of protection which is currently in effect. Can I still be denied if I am no longer in prison? Do I have to apply for a new driver's license if I change my name and my last name is changed to the same as my father's? I'm in the process of legally changing my name and I'm not sure if I have to do a driver's license renewal every year.I just received a notice that my license is about to expire and I need to fill out the online renewal form. What will happen? How do I remove my name from the DMV database if it has been reported stolen?

How to digital sign in pdf document?

This is probably the main question I get asked about. So here is a quick guide.What can i do for the digital signature? You can do this by signing the PDF document.1. Open the pdf document in Acrobat and click "File > Export"2. In the top right, select "Open in Acrobat…"3. In the top left, under the heading "Signatures", click "OK/Create New Signature".4. Click "Save" for the signature.Now you are signed.What is the format of the signature? In the top left, there is a link to a PDF file where you can find the signature. It will look something like this:What are the settings for the PDF file that I signed? You can specify a custom file name in the bottom right of the pdf file. This file name will be used when you upload the file to sign.How can I edit or delete the signature? You can edit or delete the signature through the Acrobat main menu or the pdf menu. For more information on how to use Acrobat, see "Acrobat Basics" here.Can I copy the signature to a new pdf document and sign with that pdf document? To copy the signature, double-click the signature. Then follow the instructions in the pdf tutorial on how to copy and sign a PDF document.Can I export a signature to a different pdf file? Yes, you can print a signature out for printing purposes and then sign with that PDF file. To do this, use the Acrobat menu to "Print signature", then select a signed PDF file name. Then, follow the instructions on how to sign with a new signed PDF docume...

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