enterprise content management and digital signiatures

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Digital Signature: Mightier than the Pen Katie Burke Government Program Strategist, Laserfiche Mauricio Pinto Market Manger for State and Local Government, ARX

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Page 1: Enterprise Content Management and Digital Signiatures

Digital Signature: Mightier than the Pen

Katie Burke

Government Program Strategist, Laserfiche

Mauricio Pinto

Market Manger for State and Local Government, ARX

Page 2: Enterprise Content Management and Digital Signiatures

Agenda

‣ Introduction & defining digital signatures‣ Digital signatures and business processes‣ Foundations of digital signatures‣ Demonstration‣ Use case: County of Hawaii Corporation

Counsel

Page 3: Enterprise Content Management and Digital Signiatures

Introduction: State of the market

DIGITAL SIGNATURE

#digitalsignature

Source: http://www.govtech.com/e-government/212218211.html

Page 4: Enterprise Content Management and Digital Signiatures

Introduction: State of the market

48% Growth in Digital Signature Adoption

Drivers:‣ Evolution of

consumer technology‣ The need to reduce

transaction costs‣ Mobile accessibility‣ Customer experience

expectations

Page 5: Enterprise Content Management and Digital Signiatures

What is a Digital Signature?

A way of representing ourselves digitally

Page 6: Enterprise Content Management and Digital Signiatures

What is a Digital Signature?

A way of representing ourselves digitally

Page 7: Enterprise Content Management and Digital Signiatures

How Digital Signatures Fit in Business Processes

‣ Performance Review Process

Cats

Create review document

Digital signature: boss and employee Digital Signature: HR

Shortcut in employee folder

Routed to record series, retention

applied

Workflow

Page 8: Enterprise Content Management and Digital Signiatures

Why Digital Signatures?

‣ You need to transform to paperless‣ You need to provide better service with fewer resources‣ You need transparency, auditability, compliance &

accountability‣ You need a technology that is:

• Non-proprietary• Enduring• Cross-departmental• Validate-able outside the organization

Page 9: Enterprise Content Management and Digital Signiatures

Electronic Signature Legislation

‣ Uniform Electronic Transactions Act (“UETA”) – 1999‣ Electronic Signatures In Global and National

Commerce Act (ESIGN) – 2000

These Acts give legal force and effect to electronic signatures

Page 10: Enterprise Content Management and Digital Signiatures

Electronic Signature Legislation

‣ Uniform Electronic Transactions Act (“UETA”) – 1999

‣ Electronic Signatures In Global and National Commerce Act

(ESIGN) – 2000

These Acts give legal force and effect to electronic signatures

Electronic Signature defined as “an electronic symbol, sound or process”

Page 11: Enterprise Content Management and Digital Signiatures

Electronic Signature Spectrum

Least Secure*

Most Secure*

Image PKI

*Secure = three “I’s”:• Identity: Guarantees identity of signer• Intent: Non-repudiation• Integrity: Changes invalidate the signature

Page 12: Enterprise Content Management and Digital Signiatures

Electronic Signature Spectrum

Least Secure*

Most Secure*

Image PKI

*Secure = three “I’s”:• Identity: Guarantees identity of signer• Intent: Non-repudiation• Integrity: Changes invalidate the signature

“I Agree”

ePad

Page 13: Enterprise Content Management and Digital Signiatures

Electronic Signature Spectrum

Least Secure*

Most Secure*

Image PKI

*Secure = three “I’s”:• Identity: Guarantees identity of signer• Intent: Non-repudiation• Integrity: Changes invalidate the signature

“I Agree”

ePad Application-Specific(ExM)

Page 14: Enterprise Content Management and Digital Signiatures

Electronic Signature Spectrum

Least Secure*

Most Secure*

Image PKI

*Secure = three “I’s”:• Identity: Guarantees identity of signer• Intent: Non-repudiation• Integrity: Changes invalidate the signature

“I Agree”

ePad Application-Specific(ExM)

eSig Services

Page 15: Enterprise Content Management and Digital Signiatures

Electronic Signature Spectrum

Most Secure

Portability

Image

ePad

eSig Services

Application-Specific(ExM)

PKI

“I Agree”

Page 16: Enterprise Content Management and Digital Signiatures

Digital Signature (PKI) Technology

The only technology that can guarantee Identity, Intent, & Integrity in a portable and easily verifiable format

ID Challenge

ReasonCode

Document to sign Digital

Signature

Signed Document

+ +

Content Hash

UniqueSigning

Key

Digital IDCertificate

=+

Result• Digitally signed and secure electronic record

• Fully trusted and easily verifiable

Page 17: Enterprise Content Management and Digital Signiatures

Certificate Options

‣ Self-Signed‣ 3rd Party Certificate Authority‣ Self-Issued Organizational CA

Page 18: Enterprise Content Management and Digital Signiatures

Certificate Options

‣ Self-Signed‣ 3rd Party Certificate Authority‣ Self-Issued Organizational CA

Page 19: Enterprise Content Management and Digital Signiatures

Why CoSign?‣ Turn-key, Plug ‘n Play, Network Appliance‣ Choice of User Directory Integration or Built-in Directory ‣ Independently Verifiable Signature ‣ Signing Flexibility

Trusted By: • Employees• Citizens• Auditors• Partners• Suppliers

Page 20: Enterprise Content Management and Digital Signiatures

What Can You Sign with CoSign?

‣ MS (Word, Excel, Outlook,

InfoPath)

‣ PDF, PDF-A

‣ Any printable output

‣ CAPI-compliant applications

‣ Web forms (with SAPI)

‣ Laserfiche Docs

PowerPoint

Tiff ImagesLotus Forms

PDF & PDF/AOutlookExcel

Word

AutoCADWordPerfect

InfoPath

Web Forms

Application-Compatible Signature

Mechanism

Virtual Signing

Page 21: Enterprise Content Management and Digital Signiatures

Demonstration

Page 22: Enterprise Content Management and Digital Signiatures

Laserfiche Integration

Page 23: Enterprise Content Management and Digital Signiatures

Laserfiche Integration

Page 24: Enterprise Content Management and Digital Signiatures

Laserfiche Integration

Page 25: Enterprise Content Management and Digital Signiatures

Laserfiche Integration

Page 26: Enterprise Content Management and Digital Signiatures

Laserfiche Integration

Page 27: Enterprise Content Management and Digital Signiatures

ARX Customer Use Cases

‣ Engineering: Drawings, Change Orders

‣ Courts: Filings, Judicial Orders, Complaints

‣ Legal & Contracts: Contracts, Agreements, Memos, Correspondence

‣ Archived Records: Integrity of ALL records

‣ Procurement: Requisitions, P.O.s, Invoices

‣ Human Resources: Onboarding, Benefits, Evaluations

‣ Administration: SOPs, Correspondence, Meeting Agendas, Memos

‣ Point of Service: Permits, licenses, patient forms, defendant paperwork

Page 28: Enterprise Content Management and Digital Signiatures

Use Case: County of Hawaii

Source: www.hawaiicounty.gov

Page 29: Enterprise Content Management and Digital Signiatures

Use Case: County of Hawaii

‣ Old leave of absence process

Fill out document

Print Wait for boss Boss’s sign off File

Page 30: Enterprise Content Management and Digital Signiatures

Use Case: County of Hawaii

‣ New leave of absence process

Fill out document

Digital signature: boss

Filed in employee folder, subfolder

for year

!Boss notified

Page 31: Enterprise Content Management and Digital Signiatures

Wrapping Things Up

Page 32: Enterprise Content Management and Digital Signiatures

Questions?

Katie Burke

Government Program Strategist

[email protected]

562-988-1688 x 223

www.laserfiche.com

Mauricio Pinto

Market Manager

[email protected]

360-588-1062

www.arx.com

Page 33: Enterprise Content Management and Digital Signiatures

CoSign Deployment Arcitecture

Page 34: Enterprise Content Management and Digital Signiatures

Why CoSign?‣ Compliance:

• Meets international standards & U.S. regulations• Guarantees transparency, auditability & accountability

‣ Control & Security:• Provides centralized security & management over certificates & keys• Provides centralized management over users• Uses your existing authentication infrastructure

‣ Choice:• Sign Anything• Leverages your existing investment in EDM, ECM, & Workflow• Adapts to YOUR procedures

‣ Cost-Effectiveness:• Scales from a few users to thousands• Reduces costs immediately• Delivers ROI in 3-6 months

Page 35: Enterprise Content Management and Digital Signiatures

ARX (www.arx.com)

‣ ARX Inc. - PKI-centric data for security minded organizations

‣ Developed the ‘standard digital signature’ for highly regulated industries worldwide

‣ 5 Million+ active signers and growing!!!

‣ Focus: Government, Life sciences, Healthcare, Engineering Utilities, Energy, Legal…

“ARX has the most advanced digital signature

capability in the field… it easily integrates with internal

security and credential management along with a

strong central administration”

The Forrester Wave™:

E-Signatures, Q2 2013