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good morning and welcome to today's webinar uh the time is 9 30 and it's also time to get started so the voice you're hearing belongs to me my name is luis snoodqvist and i'm a customer success executive here at lime and i've been a customer success executive for four and a half years now and today i will go through one of our latest product news and add-ons and we will talk about lime e-sign it's one of the best add-ons i think we have launched uh it's amazing and i hope i will wow you during the upcoming 30 minutes so we will start with going through what limey sign is and then of course we'll do a demo and there will be time for questions at the end uh and before we move forward i want to recommend chrome as your browser for the best quality year and i hope you're ready let's get started so the agenda is that we'll first talk about what lyme esign is i will do the demo that's the fun part and i will also summarize limey sign and answer questions that you might have so what is slimey sign it's a digital signing tool in lime so you don't need any other software uh so you will basically initiate the signing process from lime both the desktop client and the web client we have several signing methods and i will show you them just in a little while and this signed documents are stored automatically inline so you don't have any chance of losing important documents that has been signed and went through the line esign process and of course both parties will receive the signed document also has a copy in your mail inbox so the signing methods that lime esign supports are bank ideas sweden a check box bankied in norway and name id for denmark and you choose them when you initiate the signing process so you can choose either bank idea near md or check box or you can choose both let's get into and look at the flow so i will start in the desktop client today i hope you recognize this this is slime desktop client and i've cleaned up some of the tables here to make it easier for you to follow the flow so lime e sign comes with a new table called signings and here you can see all ongoing processes so i have one ongoing signing at the moment and it's partially signed and i can also see that the signing method here is a checkbox and i sent the document for signing two days ago i like and prefer to initiate a signing process from the deals card but the card you need to have access to enabled to do lime e-signing is the document table which is in relation to the deals card but i can also do it from a company card or a person card wherever the document tab is related um so let's go into the deals card and i have the filter my pipeline and i will bring up this deal all right then we have a small hiccup here where the demo goes but no not to worry we'll move into the company card in that so at the company card we have the document table in relation we also have the signing so when we open up a company card we can see which signings we have ongoing or that has been signed and so on so in order to initiate the signing process we need to have a document to be sent out as a good tv chef i have prepared this you can use um document templates for esign to have your quotas or agreements and so on but you need to have a pdf in order to be able to send it out and in lime desktop client you can convert a docx document to a pdf easily by just highlighting the row go to this icon and choose convert to pdf so this is the document i will send out and i can choose a person here or i can just move right to this icon send for signing so i click here and a pop-up square turns out so here i have the email subject and i can customize this please sign i can select here one or more signers and i know that it's halvard that will be signing this document from the customer side and of course i can also customize the email message that will be sent with this document so i have maybe you should not sing uh so now i am ready to choose my signing methods and you can see here swedish bank id norwegian bank id checkbox and danish bank name id so either i click in all the options i want to have but i want to send it with a checkbox verification this time so we're all set now to send out this document for signing and if there would have been a problem with this document maybe i discovered that i had a spelling error i can always cancel the signing before the other party has signed it of course and i have the option now to sign the document immediately or i can do it later but why not do it straight away so it will open up in a browser the one you have that opens up automatically and while the document is prepared here for signing by me who sent it out this document has also landed in the recipient's inbox all right so here i have the document and i can make sure that it looks okay and after that i click sign this document and here is the checkbox verification so i verify that i agree to be legally bound by this digital signature so it's a legal signature and also there are consent stories of information related to the digital signature so i check both and agree and sign and i have also received two mails in my inbox with the document and also to initiate and keep me posted about the signing process so now when i have signed we can go back to the company card in lime and if we open up signia or signings then we now have two documents that are out and partially signed and also we can go to the main view here and we have the table called signings also here and if i refresh you should have two here as well so this is a filter saying my ongoing signings and if i want to keep track of all of the signings we have out on this company i can work with filters or group them to team signings or anything or by type of document being signed so you can work with filters here as well as you can do in the other tables and i also have an info title highlighting my ongoing signings and as you know these are connected to the filter and i just need to refresh this so you can see that the number is accurate as well so it's here that i have two ongoing signings and you can also create info tiles and filters for my ongoing signings not updated in a week to follow up on the documents you have sent out and make sure that they are viewed by the other party and also signed so that you are proactive and keep track of the processes and of course when the other party has signed the document this status will change to fully signed so we can open up and look at the different statuses and it of course will be updated automatically so that was the desktop client so how does this look in the web client because we support both clients here with this add-on i will go to the web client and here i can go to table view and i can go to companies or deals so i know that i have prepared an offer or a quota for a deal here so i'll open up this and here on the deal card for this opportunity that's called lime big uh agreement i have the button sent for signing at the top of the overview here so i click for send for signing and i have prepared a document you can drag and drop if you have the document on your computer or if you have done it in desktop client you can of course find it here so i choose the document i want to send out and i can also choose more documents to send out after that i click continue and i choose the signing parties and the procedure here is exactly the same as in the desktop client so i can customize my message and the subject i can choose my signing methods here as well and when i'm done i click send for signing and of course i can keep track of my ongoing signings also in the web clients so it's basically the same flow as in the desktop client so it goes just in a couple of minutes and i've sent out my document for signing and i'm updated on the procedure of the process okay so to summarize you send your document from signing both from the desktop client and or the web client so we support both versions you can also do it from your cell phone if you have the document stored in the web client already so you can do it on the run you can customize the message sent with the document to the signing party you can also send to one or more signing parties at once you choose the signing methods and the signed document will be automatically stored in lime crm and all signing parties will receive a signed document through email and you can keep track of your ongoing signing processes in line with filters and info tiles so you do it all within the lime sphere so you don't have to change the software or work with two softwares so this is within lime so i am ready to answer some of your questions now so the first question i received is um does this work for on-premise solutions or just cloud solutions it works for both so it's very flexible okay another really good question so um i got a question we can do more with the document before signing it and you can i just had prepared a document since we work with document tables templates in lime you are able to edit the document as you want it to look so it's basically what you do with document tables or templates already inline and you can also upload documents from your computer if you have them somewhere else so you have a lot of flexibility here and if you are curious about just the document templates uh you there are the opportunities to use it in lime and i recommend that you contact your customer responsible to discuss it further another question maybe a very important one what is the price uh so uh the licensed version is uh from a hundred kroners uh per user and month um and for local currencies i recommend that you talk to your customer responsible and it's also a consultancy part in setting this up and it starts at 12 000 but it also depends on what lime server version you have if you are on premise but to get a more accurate price estimate i recommend that you talk to customer responsible uh so i got a question about the bank idea if you have to put in the recipient's personal number you don't need to do that it's on the recipient side so i got a question if this is password protected um so the esign tool will only be available for those who have a license for it connected to its users so you have the user has to log in with its credentials in order to be able to use the esign tool and i hope i uh understood your question accurately otherwise write once more and i'll try to sort it out for you so i got a question again about word documents uh we can only send out for signing with a pdf document but you can convert it to pdf within lime desktop clients as i showed you before so it's very easy it's a two-click procedure to convert the document to pdf inline so i got a really good question of how you can see um what kind of interaction you have had with the recipients uh so what you can do is that you can on the signing table see if they have opened the document or if they have signed it so that is the kind of indications you get from esign and the recipient another really good question is if you can send forms through e-sign for that the recipient can fill out and sign that is not possible within this version so maybe in the future so i got a question about how many signing parties you can have and you can have more than two and i don't really know the maximum uh to be honest uh but i'll look it up and answer you by email so i got a question about document tables for the web client and that is something that we have been developing during this spring uh so it's in beta testing right now so soon it will be available also in the web clients uh we have received a lot of good questions and there won't be time to answer them all but all of those all of you have sent in questions you will get answers after this webinar and it's also time now to round up and thank you so much for joining this product deep dive in lime e-sign and i hope you have a great day thank you so much and i hope to see you bye