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Published byVirgil Walton Modified over 6 years ago
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Integrating E-Signatures Into Your Web Application
QCon 2016 | San Francisco November 9, 2016
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Welcome Topic: Integrating E-Signatures Into Your Web Application 1
Michael Williams eSignLive Technical Evangelism & Community Manager eSignLive by VASCO 1
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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
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Looking at the E-Signature Process
Link/button from Portal Access Authenticate Present Data Capture Doc Insertion Sign Deliver Username/password invite SMS Text Challenge-Response 3rd Party ID Provider DIGIPASS 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 attachment Call Center Account Team Data Capture Document Template Web Self-Service Downstream Processing Retail Branch Archive Mobile
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Your Applications Stand Alone Pre-Built Connectors Embedded
Ways to use eSignLive Stand Alone Pre-Built Connectors Embedded Your Applications
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Common Integration Use Cases
Banks, Credit Unions Financial Services Government E-Contracting 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 Insurance Carriers Insurance Agents Other Purchase orders for narcotics and other controlled substances Pharmacist rebate contracts HIPAA consent forms Procurement & sourcing Contracts w/ consultants Lab reports New business processing E-Policy delivery E-Disclosure delivery Agent licensing Claims and appraisals Account maintenance (e.g. beneficiary change) New business Renewals Endorsements Account openings and maintenance Internal (accounting, HR) Real estate transactions Federal tax returns Law firms & client files Outsourced accounting Coal trading Truckers/transporters (DoT forms)
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Necessary Components to Get Started
Sequence diagram: Get a free Sandbox account: apps/sandbox-account-creation/ Download the SDK from (Available in Java, .NET, APEX, iOS, and Android): Easy-to-follow guides on getting started (Available for the UI, Java SDK, .NET SDK, and REST API): start/
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DEMO INTEGRATED BANKING DEMO + LIVE CODING DEMO + TOUR OF THE DEVELOPER COMMUNITY
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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.
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URL: developer.eSignLive.com
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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