Todays AIIM Webinar:

Digital Signatures & Your Offerings 

Webinar Sponsored by:

CoSign® Digital Signatures: Welcome to VARs or ISVs

John Marchioni

VP Business Development, ARX

ARX | 855 Folsom St. Suite 939 San Francisco, CA | (415) 839 8161 | www.arx.com | sales@arx.com

Agenda

About ARX

What are digital signatures?

Why digital signatures?

The CoSign Digital Signature Solution

Advantages for VARs and ISVs

Q&A

About ARX

Global provider of cost-efficient digital signature solutions

Market Footprint - over 5 million users worldwide

Only company to enable any organization of any size, technical skill level, and/or resource level to deploy and scale digital signatures that support multiple Applications, Regulatory Requirements, Domains, and Security Policies

Industries: life sciences, healthcare, government, engineering, energy…

Target: Enterprise, B2B and B2C signers (onsite & SaaS installations)

Partners: VARs & ISVs: DM, Workflow, ECM, RM, and BPM Solutions

What are Digital Signatures?

Live Demos

Meeting Your Business Requirements

Intent

Integrity

IdentityIdentityIdentity

The Technology Behind Digital Signatures

Digital “fingerprint” of a document + Digital Identity of a signer Digital signature is unique to both document & signer Digitally signed documents have legal effect and trust outside of the

organization

Done in the background in less than a second!

Document Digital Signature Signed Document

++Document

Hash

Signer’s

Private Key

Signer’s ID

& Public Key

X

Why Digital Signatures?

Why Digital Signatures?

Automate signature-dependent processes approvals, agreements, and acceptance.

Integrity and Verification inside & outside the organization;

all along a workflow or collaborative process, and

in the records archive.

Audit, regulatory, & governance compliance & GxP.

Customers’ Documents Need Signatures

Transactional Document Examples Governance Document Examples Claims Clinical Documentation Customer service change orders Designs, Drawings, Plans Field Service, Maintenance, and

Calibrations Reports General Contracts, Master Service, and

Sub-contractor Agreements HIPAA patient forms and consent forms Invoices Lab Reports, Notes, and Certificates of

Analysis Lease Agreements Loan Agreements Manufacturing Instructions and Reports Medical Records Purchase Orders Sale Proposals Test Procedures Work Orders

Board Actions Corporate Communications and Public

Reports Disbursements: Check, Wire Transfer

Orders, and ACH Transactions Employee Actions Employee Benefit Changes Employee On-Boarding Documents Employee Time Sheets Employee Training Acknowledgements Expense Reports & Re-imbursement

Approvals Financial Spreadsheets: Data Collection

and Aggregation Gift Records Journal Entries related to Accounting and

General Ledger Standard Operating Procedures, Policies,

Work Instructions, and Training Documents Tax Filings

Digital Signatures: So what?

Standard technology that provides: Universally verifiable signatures & documents anytime/anywhere Signed documents that have effect outside the system that created them Technology that will outlive vendor & user Prevents vendor lock (and vendor gridlock)

Technology that is well known, peer-reviewed and vetted: Stanford (Diffie-Hellman) MIT & Weizmann Institute (RSA) Signature technology that is immune to forgery

Technology that is endorsed by: Governments Standards & Regulatory Bodies Fortune 500 Corporations

EU DIRECTIVE ON ELECTRONIC SIGNATURES

Legislation

Uniform Electronic Transactions Act (“UETA”) – 1999

Electronic Signatures in Global and National Commerce Act (“E-Sign”) – 2000

EU Directive for Electronic Signatures – 1999

These Acts give legal

force and effect to digital

signatures.

CoSign® Digital Signatures

CoSign Features

Centrally Controlled

Quick ROIWorkflow Integrated

Globally Acceptable

CoSign: Meeting Business Requirements

Binds an identity to an electronic document, transaction, or authorization within a business process;

Maintains the 3 I’s of proof: signer Identity, signer Intent and document Integrity within the document:

CoSign digital signatures are an international standard that allow signed-document portability and value across organizational boundaries.

Identity Intent Integrity

CoSign: Supporting Your Applications

PowerPoint

00/03/07/10

Tiff Images

PDF & PDF/AOutlookExcel

00/XP/03/07/10 Word

00/XP/03/07/10

AutoCAD

WordPerfect

InfoPath

Virtual Signing

Web Forms

An Application-Compatible

Signature Mechanism

MicroStation

The CoSign Product

4U CoSign FIPS (140-2 level 3 Secure)

With built-in Enterprise-application support

LCES UCM

Turn-key solution, installs in less than 3 hours; Two options/models:

1U CoSign Enterprise

CoSign Architecture

CoSign Deployment Architecture

Desktop App

over Authenticated SSL/TLS

Private-key Ops; Key-

Repository Management

Built-in CA

[or 3rd

Party CA]

Graphic-Signature

Management

Directory Administrator

FIPS 140-2 level 3 Appliance

Appliance “listens” to Directory to keep

Signature Keys’ & Certificates lifecycle

sync’d with User management policy

Browser App

Mobile App

Authenticated SSL/TLS

Document/Forms Server with

Web Services

Network/Internet

Network/Internet

Central Control

Point

CoSign Complements Microsoft Solutions

Out-of-the-box advanced signature support for:• Office ‘00/XP/03/07/10 Word, Excel, PowerPoint signing;

• Only solution that provides sectional & interdependent signatures in MS Word and Excel;

• Only solution that provides backward-compatible signatures between versions of MS Office;

• .XPS signing;

• InfoPath signing;

• Outlook/Windows Live Mail signing;

• PDF and PDF/A signing.

Out-of-the-box integrated with Active Directory (AD, AD LDS);

Out-of-the-box integrated with Windows Kerberos authentication;

Supported on various MS OS platforms, including 64bit OS;

CoSign is 100% MS .NET ready (both the solution and the SDK);

CoSign’s CA is a preferred digital ID solution for MS Office users;

CoSign has a management snap-in for MMC.

CoSign Complements SharePoint

CoSign is the leading digital signature solution for SharePoint:• Only solution that enables PDF/PDFA signing within a SharePoint Environment;

• CoSign + SharePoint provide a reliable and trusted sequential-approval process;

• Only solution that provides users with a consistent set of signature rules needed within regulated markets;

• Only solution that protects against signature corruption when Office 2007 documents are signed and then checked into SharePoint;

• Only solution that allows users to view signature status on lists of documents without having to open each document one at a time;

• Only solution that provides end-user digital signatures without distributing keys and certificates on PC hard disks, or in smartcards or USB tokens;

• Supports SharePoint Mobile for signing from mobile devices;

• CoSign is the preferred digital-ID solution for SharePoint users;

• CoSign + SharePoint provide a sequential-approval process.

CoSign with SharePoint

Case Studies

Case Study:

Implementation of CoSign enabled: Rich digital signature features in NextDocs products Digitally signing documents within NextDocs Document & Quality

Management software suite A whole solution for a completely electronic process Reducing time and cost of workflow processes

The impact for NextDocs customers: No paper fully electronic workflow Compliance with FDA 21 CFR Part 11 and SOX Exchanging secure documentation with external business

partners/suppliers/clients

The impact for NextDocs: Ability to offer a complete product Complete return on investment: NextDocs sold the integrated

solution 90+ times over the past 3 years Established leadership in Life Sciences, including customers of the

largest pharmaceutical and medical device companies in the world

“CoSign provided a high-level API (SAPI®) for our

web application integration, and virtually zero

system administration once deployed"

Zikria Syed, CEO

Case Study:

Case Study:

A leading engineering consultancy

Engineers do on-site quality control & submit signed reports

Under SharePoint alone: Field staff still submitted signed paper reports Collaboration with customers was a mix of SharePoint and paper Concluded they needed a digital signature solution to enhance

SharePoint

Case Study:

Added CoSign using CoSign’s Add-on module for SharePoint servers

Centralized signer privilege and credential management

Driven through Active Directory®

PDF signing under SharePoint

Document-library and document-list signing

Case Study:

The Impact: No paper instant reporting Tightened collaboration with customers Faster customer service Payback (ROI) for CoSign was between 3-4 months

“CoSign with SharePoint has changed the way

we‘re doing business. It has saved us money and

significantly improved our customer service."

Hans Christansen, CEO

ARX CoSign® Partnership Advantages

VAR-Services Revenue above Product Revenue

Training:For end users;For administrators/help desk.

Installation/Deployment:Deployment planning;Hand holding for installation/deployment.

Site Survey and Follow-on Services:Identification of documents and forms that require signatures; needs for signatures includes: approval, acceptance, agreement, confirmation, or declaration; document/form contexts include: PDF, Word, Excel, InfoPath, Lotus, and many others. Remediation of documents and forms to make ready for digital signing; to design the templates and designate form authors and signers;Alignment of forms with specific workflows; workflow definition/mapping, development, and staging;Define form/document lifecycle policy through to archive and disposal;Review and update SoP/Governance Procedures;Staging services prior to production deployment.

Partnership Advantages

High demand product with brand equity Pre-integrated with content authoring applications

(e.g., MS Office, Adobe, Lotus, AutoDESK, etc.) Pre-integrated with leading ECM/Workflow solutions Good progressive product discounts Value-added Service revenues Dedicated backline support resources Qualified Lead handoff More…

ARXsales@arx.com

www.arx.com

Questions?

Try CoSign for free todayVisit www.arx.com to get your free CoSign trial