1. Kent State will describe their on-boarding process for areas that wish to convert their paper-based processes to Docusign. The link between Docusign and Application Xtender will also be covered.

2. Matthew Pahls & Matthew Blatnick
DocuSign
Matthew Pahls & Matthew Blatnick
Agenda 
Vision
Benefits
Use Cases
Governance
DocuSign Connect
DocuSign APIs
Ellucian AppXtender
10:15-11

3. Vision
  To empower Kent State to send, sign, and manage documents anytime, anywhere, on any device with confidence.  DocuSign replaces printing, faxing, scanning and overnighting documents with a way to make every approval and decision digital. 

4. Benefits Get Started Immediately Replacing public facing PDFs
Reducing Risk
Supported full mobile Enablement
Ability to legibly read documents
Employee On-boarding alone
60% of documents are completed under one hour Average completion of a hire went from weeks to 1.5 day

5. Use Cases FAFSA forms Student applications Change in Major
Employee onboarding
Procurement RFPs
Student applications
Financial aid and scholarships
Transfer requests
Requests for postponements

6. The Numbers 

7. Document Gathering & Preparation
Governance 
STEP 1
Discovery
DocuSign Discovery
support.kent.edu
STEP 2
Document Gathering & Preparation
STEP 3
Training
& Development
STEP 4
Execution
Onboarding, Testing, Promotion
STEP 5
Production
“Go Live” and Refinement
1 Discovery Process – We talk about the reason’s you wish to move to electronic signatures
Most important thing we do is listen
This is the overview of how Kent State does DocuSign
Talk about the development environment
Provide Access to development environment. Creating an environment where groups feel free to try things out.
Introduce Training Opportunities
Introduce Roles & Responsibilities
Discuss
Support Methods (DocuSign & Kent State University)
2 Document Gathering & Preparation –
Document the business process surrounding each template
Review of the business process and it’s impact
Branding considerations are made
templates are defined
3 Training
DocuSign University (Sending, Signing, Developers, Administration, Integrations (Google, Salesforce)
In-Person Sessions
DocuSign Workflow – General Navigation (November 8, 9:15AM)
DocuSign Templates – Create and enable templates (November 8, 10:50AM)
4 Execution
Groups develop their templates out and test internally
IS assists with any and all questions; frequently using WebEx to resolve impediments
Reviews and correct templates
Promote to production.
5 Production
Groups actively use templates in a production capacity
Templates change and are promoted using agreed upon SLA and our support website support.kent.edu
Functional units only have sender access in production environment

8. DocuSign Connect Replacement of DocuSign Retrieve
Automated retrieval of DocuSign documents
Speedy, at Envelope Completion
Our usage?

9. DocuSign APIs
Variety of uses
Scheduled vs. Ad-Hoc
Our usage?

10. Ellucian AppXtender Provided tool for Automated Indexing Saved time
Our usage?

11. How can I use these tools?
Document Status
Document Retrieval
Document Retention

12. Application Usage University Retention Policy
Shared Drives or AppXtender

13. Helpful Information Search - DocuSign University