docusign lightning forum 2010 presentation
DESCRIPTION
The lightning forum presentation gives a brief overview of DocuSign API and gives an example of an integrated application from Ariba that went paperless by using DocuSign Web Services.To get started please visit www.docusign.com/devcenterTRANSCRIPT
Add DocuSign e-Signatures to your Force.com Applications!
Force.com Lightning Forum
Mike Borozdin: DocuSign, Inc.Tom Gonser: DocuSign, Inc.Dan Reid: Ariba, Inc.
Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
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Agenda
Mike Borozdin – Manager of Developer Programs
1.The world is DocuSigning
2.History of DocuSign
3.DocuSign is the recognized standard
4.Different ways to integrate DocuSign with SalesForce
5.DocuSign API function groups
6.Architecture of the DocuSign System
7.Example of a Native Force.com eSignature Application
Dan Reid – Product Manager at Ariba, Inc.
1.Ariba’s experience working with DocuSign API
2.DocuSign in Ariba’s native Force.com release
Closing: Q&A, Resources
Mike Borozdin
DocuSign, Inc.
11 22 33
More than an eSignature
But you need MORE than an eSignature– Document Conversion and Assembly
– Signer authentication options
– Template-managed Transaction Workflow
– Full electronic forms with data capture and delivery
– Flexible API
The World is DocuSigning
Fortune 500
Other Notable Companies that Selected and use DocuSign Today
Foreign Owned Customers that Selected and use DocuSign Today
History of DocuSign
2003 Invented SaaS Electronic Signature
2006 First enterprise class service infrastructure & API
2009 DocuSign launches DevCenter and opens up the
SDK, Forums and API
2010 First electronic signature Partner Marketplace
DocuSign is the Recognized Standard
Salesforce.comSelected DocuSign as the best eSignature platform
National Association of RealtorsNamed DocuSign as the Exclusive electronic Signature provider to the US Residential Real Estate Market
Forrester ResearchNamed DocuSign as the clear leader in SaaS electronic Signature services
The US CongressCongressional Resolution 290 recognizes June 30 as National ESIGN Day, lead by DocuSign
Different ways to integrate DocuSign with Salesforce.com
First Mode - ConnectSend to DocuSign with 1 Click
Automatically get status and data back.
Second Mode - Embed
DocuSign elements are in an IFRAME
DocuSign API function groups
SendingSending SigningSigning
Status Retrieval and Status Retrieval and ManagingManaging
Post Post ProcessingProcessing
AdministrativeAdministrative
API Functions
Sending:
CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates |
SendEnvelope | RequestSenderToken
Signing:
RequestRecipientToken
Post Processing Functions:
RequestDocumentPDFs | RequestDocumentPDFsEx | DocumentPDF | RequestPDF | EnvelopePDF |TransferEnvelope | ExportAuthoritativeCopy
Status and Managing:
CorrectAndResendEnvelope | EnvelopeAuditEvents | GetStatusInDocuSignConnectFormat | RequestCorrectToken | RequestStatus and RequestStatusEx | RequestStatuses and RequestStatusesEx | Ping | PurgeDocuments | SynchEnvelope | VoidEnvelope
Administrative:
GetRecipientEsignList | GetRecipientList | RemoveAddressBookItems | RequestTemplate | RequestTemplates | SaveTemplate | UpdateAddressBookItems | UploadTemplate
Architecture of the DocuSign Platform
All the API and UI goes to the same business objects. All the data is normalized by DocuSign CoreYou can start the transaction with one API and then use another API
Example of a Native Force.com eSignature Application
Dan Reid
Product Manager
Ariba, Inc.
Overview of Ariba’s Solution
Tightly integrated with DocuSign, a leading
Electronic Signature Provider
Leverages Ariba provided PDF generation
Optional. You can add it when the time is right.
Works directly with Ariba Signature Tasks.
Available since 9r1, Summer 2008.
EASY to implement – Done with engineers who had
never seen DocuSign before!
Server Side PDF Generation Feeds DocuSign
Allows you to construct PDF’s
Allows you to concatenate many documents into one PDF
Supports Electronic Signatures
Works without Electronic Signatures as well
Solution: Benefits: Allows you to wrap up “final” PDF
documents
No need for Client Side software
Results are searchable (as long as the documents were searchable beforehand)
Can be run in UI or Task Node (background)
The Flow
1. Build PDF document to be signed and Publish.2. In Signature task, define which users (via email address) you
want to sign and submit task.3. Document and Signer list is sent to DocuSign automatically
and DocuSign sends emails.4. Signers click link in email from DocuSign and sign (no account
required).5. Once document is fully signed, the signed PDF is
automatically sent back to Ariba, and added as a new version.1. State is updated to Signed (was in Signing during steps 3, 4) for
Document.2. Task is automatically completed.
Note that the “Sender” NEVER has to log in to DocuSign.
ACF – Ariba Contracts for Force.com
Q&A
Complete Path to Success
Free Sandbox Account SDK Sample Code Certification process &
Testing support Forums Webinars Professional Services
– Over 350 Integrations– Design, Architecture and
Implementation
www.docusign.com/dev center
Sales Channel and Promotion
• Extend beyond your Appexchange Listing with DocuSign Marketplace
• Audience of 40,000 DocuSign Paid accounts and > 8 million signers
• Joint press release• Partner DocuSign Account
Mgr/Sales training• Partner Events• Finder’s fee…15% of first year
subscription for all referrals
www.docusign.com/marketplace
Find DocuSign at DreamForce
Force.com Zone
Kiosk #2 (next to your Java fix)
Questions about our API
Meet DocuSign Technical Evangelists:– Mike Borozdin
– Julia Ferraioli
– Craig Smith
– Veronica Lentfer
Cloud Expo
Booth #825 in the Moscone North
Product Demos Meet DocuSign Account
Managers: – Loren Alhadeff
– Adam Hernandez
– Andy Evans
– Robert Sanchez
– Tom Barnes
www. docusign.com/devcenter
Thank you!!!