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Docusign Electronic Signature Overview
Typology: Assignments
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Slide 3 - Oracle Procurement Cloud Release 13 Slide notes Hello, my name is Eric. Welcome to training for Release 13. In this session, we will talk about what’s coming in Oracle Procurement Cloud for Electronic Signature via DocuSign. Notes
Slide 4 - Agenda Slide notes For the enhancements covered in this training, I’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring. Then, I’ll walk you through a demonstration. Next, I’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up. Notes
Slide 6 - Send Purchasing Documents for Electronic Signature Slide notes While authoring a purchase order or an agreement, the user can specify if the document requires signature. For documents that require signature, the status changes to “Pending Signature Preparation” once the document is internally approved. The user can prepare such documents for signature process. The purchasing document PDF, any contract documents and all “To Supplier” attachments are automatically included in the signature envelope. The user can also add other documents if required, add authorized signatories and specify signing instructions while preparing the document for signature. The document can be routed for signature sequentially or concurrently. Once a document is sent out for signature, the status of the document in the application changes to “Sent for Signature.” Notes
Slide 7 - Manage the Signature Process Slide notes After the document is sent for signature, the user can manage the signature process by selecting an action from the Actions menu. If the user missed any of the signatory information or entered incorrect information, this can be corrected and the document can be resent for signature using the “Correct” action. If there is a need to make changes to the contract document after it is sent for signature, the user can withdraw the document from the electronic signature process using the “Void” action. The “View History” action shows the full signature history of the document. Notes
Slide 9 - View Signature History Slide notes A purchasing document may be submitted and withdrawn from the electronic signature process multiple times. The user can view the history of all the envelopes sent out for signature for any document revision at a later point of time. Notes
Slide 10 - Electronic Signature via DocuSign Slide notes With the Electronic Signature via DocuSign, your organization can take advantage of an easy and reliable means to get a purchasing document signed from any location using any device with enforceability. It enables users to reduce document turnaround times and the amount of manual paperwork. The signature process is secure and streamlined, and offers transparency to track the progress at any point of time. The feature also ensures secure and timely access to the final signed document to all parties. Notes
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Slide 60 - Additional Information Slide notes A DocuSign license must be obtained directly from DocuSign in order to enable electronic signature. After the DocuSign license is obtained, a DocuSign admin account must be configured for the organization in the DocuSign website. Users who require the ability to send contracts for signature must be added as members to the DocuSign admin account. For the electronic signature integration to work, the user must follow the setup instructions to enable and set up electronic signature in the Functional Setup Manager. Notes
Slide 62 - Feature Impact Guidelines Slide notes This table depicts key upgrade information for the new features covered in this training. All the features covered in this training are not automatically available after upgrade, but can be accessed through existing shipped job roles with setup which is covered later in this section. Notes
Slide 63 - Setup Summary Slide notes There are two steps to setup electronic signature in Functional Setup Manager. Under the Procurement Contracts functional area of the Procurement offering, the user first needs to enable Electronic Signature for Procurement Documents, and then to configure it in the Electronic Signature for Procurement Documents task. Notes
Slide 65 - DocuSign Uptake Setup Detail Slide notes For the electronic signature integration to work, the DocuSign URL and the admin account credentials must be set up using the Electronic Signature for Procurement Documents task in the Functional Setup Manager. Notes
Slide 77 - Job Roles Slide notes This table details the shipped job roles that will access the new capabilities covered in this training. They are buyer, category manager, supplier, requester, and procurement application administrator. Notes
Slide 80 - Customer Connect Slide notes In conclusion, I’d like to welcome you to discover the Procurement Cloud community in Oracle Applications Customer Connect. Customer Connect is a community gathering place for Oracle Applications business users. Whether you are looking for the latest release information, upcoming events, or answers to use-case questions, our community is a one-stop-shop. In the recently expanded and improved Procurement Cloud community on Customer Connect, you can:
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