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OnTask: Sign an NDA in a Completely Digital Workflow - YouTube
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This is a tutorial on the OnTask
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eForms and workflow system.
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I’ll be showing how simple it is to fill out
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and sign a non-disclosure agreement or
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an NDA.
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Using this completely digital workflow
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will result in a legal PDF document
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with certified signatures.
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To start the NDA authorization,
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the person
originating the workflow
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(also known as the originator)
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will begin with this predesigned
list of workflow processes.
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Here you can hover over the NDA option
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on the left-hand column,
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and select ‘Run Workflow’.
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The originator then fills out
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who will be
receiving and signing the NDA.
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There are fields here for the organization’s
name,
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and emails of the people who will be
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completing the form.
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Once filled out, select the ‘Continue’ button
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to begin the workflow.
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An email will notify the first approver
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to review and complete the form.
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The email will have a link for them
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to access the OnTask e-form
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in a cloud-hosted environment.
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OnTask has an e-form designer that allows you to
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convert your paper or PDF forms to
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fillable, electronic forms.
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Here is the NDA we’ve already created
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with fields ready for the first approver to fill out.
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As the first approver completes filling out
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and digitally signing the form, they will
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see the tasks displayed to the right of the
eForm.
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The task will turn from red to green when
completed
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indicating the number of remaining tasks below.
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As the approver, you can review the form
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and the fields you’ve filled out.
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If the document is acceptable
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you can click continue when finished with the form;
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an option to decline filling out the form
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is also available.
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OnTask provides a dashboard for the originator,
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and other administrators,
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showing the status
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of the workflow and what tasks have been completed.
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After the first approver completes their tasks,
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the second approver will then receive an email
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to fill and sign the NDA continuing the workflow.
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When all tasks for the NDA are done,
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an email is sent to each approver, indicating that
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the workflow has been completed.
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There is an option to download
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the signed
NDA in the email.
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The download as shown here
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is an uneditable PDF.
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A signature verification page is added
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at the end of the document, with a time-date
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stamp for each approver’s signature.
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The originator can go back to the OnTask dashboard
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to keep track of all of the workflows that
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are in progress and completed,
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as well as canceled workflows
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that were declined by approvers.
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The NDA can be downloaded by the originator
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and stored as an electronic document,
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recording the completed process without paper.
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PDF documents, such as this NDA,
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can be stored in Application Xtender’s
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Enterprise Content Management Software
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with unique index fields for quick retrieval,
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user access security, and document retention.
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This is another software solution
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that Mid-America represents.
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The OnTask e-forms workflow system
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can be used for virtually any
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document or workflow process.
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It allows for the routing of e-forms
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inside and outside of your organization
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through an approver’s email address.
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OnTask also includes a form designer
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to convert your existing paper
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or electronic forms into
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a fillable PDF form.
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And it is managed in a secure cloud environment
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that can be accessed by computers, tablets,
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and smartphones.
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Contact Mid-America Document Imaging,
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a division of Mid-America Business Systems,
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for more information on
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automating your workflow processes,
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and eliminating paper document use
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at your organization.
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