Electronic Signature Via DocuSign

Adobe Captivate Wednesday, May 06, 2020
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
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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.
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Slide 5 - Enhancements Overview
Slide notes
In Release 13, Oracle Fusion Purchasing has introduced the electronic signature process using the third-party electronic signature service provider,
DocuSign. By utilizing electronic signature process, your organization can obtain electronic signatures for its purchase orders and agreements, taking
advantage of the electronic signature’s legality and enforceability.
This feature provides the capability to securely and legally send, review and sign purchasing documents, streamlining the signature workflow. It also
enables users to manage the signature process, view the signature history, and access the electronically signed documents.
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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.”
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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.
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Slide 8 - Refresh Document Signature Status
Slide notes
A scheduled background process ensures that the status of the purchasing document is updated based on the progress of the electronic signature process.
If all the signatories sign the document, the document status changes to “Open.”
If one of the signer declines signature, the document status is updated to “Rejected.”
If the signature envelope has expired or is manually voided, then the document status is updated to “Pending Signature Preparation.”
The final electronically signed version of the contract is stored in the application and is used for supplier communication.
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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.
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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.
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Slide 59 - Summary of Enhancement Capabilities
Slide notes
Here is the summary of the features I have talked about today.
When the user creates a purchasing document, such as an order, an agreement or a change order, it can be marked as requiring signature. Once the
document is internally approved and acknowledged, the user can prepare it and send it for electronic signature to the all parties involved without leaving
Oracle Procurement Cloud. The purchasing document PDF, any contract documents and all attachments marked as “To Supplier” are automatically
included. The user can add unstructured contract terms and file attachments to the signature envelope.
After the purchasing document is sent for signature, the user can track the document status and manage the signature process.
This allows the user to correct the envelope information or void the whole signature envelope.
A scheduled background process ensures that the document status is updated based on the progress of the electronic signature process.
The final electronically signed version of the contract is stored in the application and is used for supplier communication.
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 any point of time.
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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.
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Slide 61 - Implementation Advice
Slide notes
In this implementation advice section, we will go through what you need to consider before enabling these features in your business, and what you need to
know to set them up.
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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.
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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.
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Slide 64 - DocuSign Uptake Setup Detail
Slide notes
You have the flexibility to enable or disable electronic signature under the Procurement Contracts functional area.
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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.
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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.
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Slide 78 - Business Process Information
Slide notes
The business processes associated with the new capabilities covered in this training are detailed here.
The high-level business processes are Manage Purchase Orders, with the activities Create Supplier Order, Dispatch Purchase Order and Amend Purchase
Order, and Manage Supplier Agreements, with the activities Create Supplier Agreement, Dispatch Supplier Agreement and Amend Supplier Agreement.
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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:
• Enter, review, and vote on enhancements for a specific Procurement product in the Idea Labs and
• Collaborate with Oracle experts and your peers through Procurement Forums. Forums are a great place to pose questions, discuss products, share your
own expertise, or engage business area owners directly to achieve procurement best practices with your cloud solutions.
Log onto the community using your Single Sign-On (SSO) credentials. If you do not have a SSO account, visit the Oracle.com homepage and click the Sign
In/Register link to create one.
This concludes this presentation. Thank you for listening. You can easily pause and rewind if you require additional time to take in the detail.
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Adobe Captivate Wednesday, May 06, 2020

Slide 3 - Oracle Procurement Cloud

Then, I’ll walk you through a demonstration.

Slide 5 - Enhancements Overview

Slide 6 - Send Purchasing Documents for Electronic Signature

Slide 7 - Manage the Signature Process

Slide 8 - Refresh Document Signature Status

Slide 9 - View Signature History

Slide 10 - Electronic Signature via DocuSign

Slide 59 - Summary of Enhancement Capabilities

Slide 60 - Additional Information

Slide 61 - Implementation Advice

Slide 62 - Feature Impact Guidelines

Slide 63 - Setup Summary

Slide 64 - DocuSign Uptake Setup Detail

Slide 65 - DocuSign Uptake Setup Detail

Slide 77 - Job Roles

Slide 78 - Business Process Information

Slide 80 - Customer Connect

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