2014-04-04 paperfree web•tech•law presentation

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2014-04-04 PaperFree Web•Tech•Law My paper-less business and some of the legal aspects

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I presented at an event to promote the PaperFreeWeb movement and spoke about paper-less workflows and some of the legal issues to bear in mind when shifting to a digital workflow.

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Page 1: 2014-04-04 PaperFree Web•Tech•Law presentation

2014-04-04

PaperFree Web•Tech•LawMy paper-less business and some of the legal aspects

Page 2: 2014-04-04 PaperFree Web•Tech•Law presentation

About me and my work

Page 3: 2014-04-04 PaperFree Web•Tech•Law presentation

My name is Paul Jacobson!!

I am Web•Tech•Law’s managing director !and a digital risk strategist

Page 4: 2014-04-04 PaperFree Web•Tech•Law presentation

I have an allergy to paper !(among other things)

Page 5: 2014-04-04 PaperFree Web•Tech•Law presentation

I haven’t relied on paper files for several years

Page 6: 2014-04-04 PaperFree Web•Tech•Law presentation

My workflow

Page 7: 2014-04-04 PaperFree Web•Tech•Law presentation

Everything is scanned or digitised!as soon as possible.

Page 8: 2014-04-04 PaperFree Web•Tech•Law presentation

This is my workspace

Page 9: 2014-04-04 PaperFree Web•Tech•Law presentation

My workflow is optimised for digital

Paper is collected!in a tray for!processing

Everything is scanned!(documents, receipts,!vouchers, everything)

I capture info and!short documents!with my iPhone

Captured into!Evernote for later!

reference

Option 1

Option 2

Page 10: 2014-04-04 PaperFree Web•Tech•Law presentation

Even handwritten notes!are captured digitally

Page 11: 2014-04-04 PaperFree Web•Tech•Law presentation

01

Backups are essential - local and offsite

Page 12: 2014-04-04 PaperFree Web•Tech•Law presentation

We contract with clients online*

*Take a look at http://webtechlaw.com/client-registration/

Page 13: 2014-04-04 PaperFree Web•Tech•Law presentation

Submission !data + Contract!

confirmation + Contract!text

Your digital contract

Identification!Authentication

Signature!Assent Agreement

Page 14: 2014-04-04 PaperFree Web•Tech•Law presentation

You have to consider the medium and the user experience in a digital context

Page 15: 2014-04-04 PaperFree Web•Tech•Law presentation

The legal stuff (well, a taste)

Page 16: 2014-04-04 PaperFree Web•Tech•Law presentation

“Information is not without legal force and effect merely on the grounds that it is wholly or partly in the form of a data

message.”

– Section 11, Electronic Communications and Transactions Act

Page 17: 2014-04-04 PaperFree Web•Tech•Law presentation

“‘data message’ means data generated, sent, received or stored by electronic means and includes—!

(a) voice, where the voice is used in an automated transaction; and!

(b) a stored record;”

–“data message” definition

Page 18: 2014-04-04 PaperFree Web•Tech•Law presentation

“Writing.—A requirement in law that a document or information must be in writing is met if the document or information is—!

(a) in the form of a data message; and!

(b) accessible in a manner usable for subsequent reference.”

– Section 12, Electronic Communications and Transactions Act

Page 19: 2014-04-04 PaperFree Web•Tech•Law presentation

Electronic signatures

“data attached to, incorporated in, or logically associated with other data and which is intended by the user to serve as a

signature”

Identity or!authentication

Indication of!approval

Page 20: 2014-04-04 PaperFree Web•Tech•Law presentation

“Where the signature of a person is required by law and such law does not specify the type of signature, that requirement

in relation to a data message is met only if an advanced electronic signature is used.”

– Section 13, Electronic Communications and Transactions Act

Page 21: 2014-04-04 PaperFree Web•Tech•Law presentation

Originals

Integrity preservation!assessment

Information capable!of being displayed

Is the information!complete and!

unaltered?

Purpose for which!information was!

generated

All other relevant!circumstances

Page 22: 2014-04-04 PaperFree Web•Tech•Law presentation

Data retention

Subsequent!reference

Accurate!representation

Verify origin and!destination

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01

Consider the disadvantages

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Protect your data

Confidentiality Data protection!compliance

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01

Suggestions

✤ Longer or more complex pass codes!

✤ Secure data storage devices!

✤ Limit password attempts!

✤ PIN codes on storage apps (Dropbox, Evernote)

Page 26: 2014-04-04 PaperFree Web•Tech•Law presentation

Thank you for your time

Page 27: 2014-04-04 PaperFree Web•Tech•Law presentation

Paul Jacobson!!

[email protected]!!

083 444 8260!!

@pauljacobson