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Integrating E-Signatures Into Your Web Application

Integrating E-Signatures Into Your Web Application. QCon 2016 | San Francisco. Welcome. Topic:. Integrating E-Signatures Into Your Web Application. Michael Williams eSignLive Technical Evangelism & Community Manager eSignLive by VASCO. Agenda. The E-Signatures Process.

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Integrating E-Signatures Into Your Web Application

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  1. Integrating E-Signatures Into Your Web Application QCon2016 | San Francisco

  2. Welcome Topic: Integrating E-Signatures Into Your Web Application Michael Williams eSignLive Technical Evangelism & Community Manager eSignLive by VASCO

  3. Agenda The E-Signatures Process Common Integration Use Cases Necessary Components to Get Started Demos (Sample Application & Code) Helpful Resources; A Guided Tour of the eSignLive Developer Community

  4. Looking at the E-Signature Process Access Authenticate Present Data Capture Doc Insertion Sign Deliver • On-screen • On-paper • Text box • Checkbox • Mandatory & Optional • Ancillary docs (e.g. drivers license) • Mandatory & Optional • Click-to-Sign • Click-to-Initial • Handwritten • Signature Capture Pad • Secure download • Email attachment • Username/password • Email invite • SMS Text • Challenge-Response • 3rd Party ID Provider • DIGIPASS • Email • Link/button from Portal Call Center Account Team Data Capture Document Template Web Self-Service Downstream Processing Retail Branch Archive Mobile

  5. Ways to use eSignLive • Stand Alone • Embedded • Pre-Built Connectors • Your • Applications

  6. Common Integration Use Cases • Banks, Credit Unions • E-Contracting • Financial Services • Government • Mortgage • Disclosures • Lending • Credit card applications • Account openings • Deposits and payments • Treasury management • Wealth management • Internal / Operations • 401Ks, RRSP • GICs • Mutual Funds • Annuities • Financing and retail installment contracts • Payment processing & merchant contracts • Internal / Legal • HR • Procurement • Inspections • Licensing • Field force enablement • Supply chain management • Operations • Accounting • Audits • Vendor contracts • Contract approval process • Contract award notices • Contract modifications • NDAs • Service agreements • Delivery order requests • Healthcare/Pharma • Other • Insurance Carriers • Insurance Agents • Purchase orders for narcotics and other controlled substances • Pharmacist rebate contracts • HIPAA consent forms • Procurement & sourcing • Contracts w/ consultants • Lab reports • New business • Renewals • Endorsements • Account openings and maintenance • Internal (accounting, HR) • New business processing • E-Policy delivery • E-Disclosure delivery • Agent licensing • Claims and appraisals • Account maintenance (e.g. beneficiary change) • Real estate transactions • Federal tax returns • Law firms & client files • Outsourced accounting • Coal trading • Truckers/transporters (DoT forms)

  7. Necessary Components to Get Started • Sequence diagram: • https://developer.esignlive.com/getting-started/ • Get a free Sandbox account: • https://www.esignlive.com/partners-and-apps/sandbox-account-creation/ • Download the SDK from (Available in Java, .NET, APEX, iOS, and Android): • https://developer.esignlive.com/resources/sdk/ • Easy-to-follow guides on getting started (Available for the UI, Java SDK, .NET SDK, and REST API): • https://developer.esignlive.com/guides/quick-start/

  8. INTEGRATED BANKING DEMO+ LIVE CODING DEMO+ TOUR OF THE DEVELOPER COMMUNITY DEMO

  9. eSignLive Developer Community • Getting Started – Simple guide walking through what eSignatures are, getting Dev and Sandbox accounts, and quick start guides. • Forums – Search/ask questions 24/7. • Guides – Quick start guides and feature guides showing how to use many of eSignLive’s features. • Code Share – Find/Share example code (hosted or linked), connectors, and other tips for using eSignLive. • Resources – Download SDKs, Find Events, Documentation, and more… • The eSignLive Developer Community is a one stop shop for finding all you need to know about getting started with integrating eSignLive. • https://developer.esignlive.com/

  10. Questions? Join the eSignLive Developer Community • Open API and Fully Supported SDKs • Free Sandbox Account • Forums • Guides & Examples • Online Documentation • Developer Blog & More URL: developer.eSignLive.com

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