Empower Your Operations with Sales Contract Automation for Operations

How to create outlook signature

this video is about the generation of documents you will see how we design a document template with um Extended ECM power docs and how this document then is actually generated in an interactive process how the the document is sent out for Signature and how it returns and last but not least we will see another nice example of how extended ECM content is integrated into the Salesforce business application in Paradox the content manager you open your template we have one here already and we have several types of paragraphs that we can use in this contract we can have paragraphs that must meet a certain condition to be displayed in this case business partner must be either located in Germany or France um we do have contracts we do have paragraphs that are optional that can be added to the pair to the document or we have paragraphs that can be edited after the document has been created and then we also see all those attributes that are located in the business workspace and how they are used in this document here and then we also see some of the fears that can be used in the interview mode meaning that when you create a document um you will see you will be asked a couple of questions that you need to answer before the document is generated in this interview mode can be also edited here again in the document properties we have changed the document now we need to activate the new version and then it's available for use you will see now that Kate works on the customer business workspace she has a look at all the customer data that is sent from Salesforce as well as these activities and we see that um the chatter message that Nick entered earlier is now also available in the activity feed as well as in as a note in the nodes in the attachments folder so both information information is now available in both sides now okay it goes to the contract workspace where she wants to create the sales contract document we see it's still missing and she now starts the document creation she selects the sales contract template that we worked on earlier and clicks create now all the parts of the document are assembled and here we see the interview mode um she needs to enter the the mandatory information like the contract action date and information about the shipping method and we have this optional paragraph which she can add to the document if it makes sense and also another optional paragraph which also requires input in the interview mode when the document is created it can be checked and here we see this gray paragraph This is the one that still can be added after um the document has been created and we also see that there are spaces for this where the signature is going to be expected soon the document is now created as a PDF and saved to the contracts folder here it is the next step in the process is of course the signature so Kate sends out the document the sales contract to the customer and ask them to sign the document she uses open text um core signature as a service provider in this case and we'll see how that goes on the document we have to send for Signature function we could also use it as part of a workflow but right now this is going to be instant signing enter the name and the email address of the person you want to sign the document and send it away so in core signature you still have the option to look at the document again you see that there are placeholders where the name signals and date is expected you see the message that is sent along in the email and send it to Martin an extended ECM this version of the document is now locked and in the widget we see that it is in progress this the signing status is in progress so now let's see how that looks from the external site from Martin Martin received an email in his Gmail account and with the signing request and he can directly click on the link and being led to um core signature he can sign the document without an account you simply opens the document you can scroll down or follow the blue arrow to the important parts where you can add the name his name and he also can sign the document you can type the signature he could draw it as well or upload a signing document and then he finalizes and agrees to the terms of use and that is his part in his email he of course gets the confirmation linked to the signed document and designing log and where you can download the document so in the last part of this video we are going to switch angles and look at the information from the Salesforce site again Nick our account manager he works in Salesforce and he wants to know um the status of this office account if this contract was already signed when what is going on so he searches for the name and he sees lots of information from within Salesforce the account the opportunities and also a lot of information from extended ECM the business content and here he can directly open the con the contract document and see when it was signed [Music]