Last time we left off with a cliff-hanger of a question: How do you prove you're you when signing a document? There are several ways I've seen that the 3rd party providers prove that it's you who's signed the document: You clicked a link from an email. You paid for the service with a credit card. You provided some government issued photo ID. Someone, such as a notorized public or your HR department, has verified it's you in person. Obviously these are very different levels of assurance. Then...
7 months ago • 1 min read
Last time we learned about the difference between an electronic signature - basically any way of signing a document electronically - and a digital signature, which is a cryptographic mechanism that can be used to implement electronic signatures, among other things. Modern digital signatures most often use the Public Key Infrastructure, or PKI, to generate and verify keys. So for you to properly e-sign your document (and I'm really simplifying things for illustration here) you need three...
7 months ago • 1 min read
There are several levels of 'signatures' that you can apply to an electronic document. The first and most basic is just an image of your written signature. One common option for this is to print the document, sign and scan it back in again. A more convenient version is to have an image of your signature saved that you can paste into documents. This is what many free versions of pdf software and word processors offer as a basic document signing option - a 'stamp' of your saved signature image....
7 months ago • 2 min read
Ever since COVID, document and signing workflows have been incorporated into everything. Dropbox has it. Microsoft Teams has it. Google Workspaces has it. If you need e-signatures, you probably have access to Docusign, Adobe, Hellosign, and so on. But what exactly are we talking about when we say "document and signing workflow"? Let's step back. Most document workflows are about moving some work through review, commentary, revision and approval. The old way to do this was to send a document...
7 months ago • 1 min read
So far in our "Let's Automate" series we've managed to make some very simple, but powerful automation improvements to our own day-to-day task. Hopefully this process will give us some insights that we can bring to designing, validating or auditing our regulated processes. Version one of my process was pretty good, but there were some glaring gaps still that require some manual grunt-work to complete. For example I need to find and move drafts and images between my desktop and ConvertKit. I...
7 months ago • 1 min read
We are in the middle of our "Let's Automate" series to see if we can make some simple automation improvements to our own day-to-day tasks. Hopefully this process will give us some insights that we can bring to designing, validating or auditing our regulated processes. Today, let's review what we have so far. I'm going to call this "Version 1" since it's actually quite workable as it is. Here it is in a diagram: The Automated Daily HaiQu (Version 1) A trigger that reminds me when to run the...
7 months ago • 1 min read
One of the most useful methods for reducing the time and effort a common task can take is to eliminate boilerplate. Today, we're going to look at any writing that's necessary for the task that we're automating, and we're going to try to reduce the effort that goes into that writing as much as possible. Boilerplate is any text or structure that is the same every time, but for whatever reason, necessary. It can range from phrases that you repeat a lot to document section headers, title pages...
7 months ago • 2 min read
We are in the middle of a group exercise to see if we can make some automation improvements to our own day-to-day tasks. Hopefully this process will give us some insights that we can bring to designing, validating or auditing our regulated processes. Last time, we chose our platform and did some rewording of our simple task's SOP to specifically include links to the various input files, workspaces and websites that we will need to access while performing the task. With that simple step, we...
8 months ago • 2 min read
We left things off playing along in a group exercise to see if we can make some automation improvements to our own day-to-day tasks. Last time, we went through a questionnaire of sorts, and I left you to ponder over my answers for an SOP that hopefully improves my daily writing habit. Today we’re going to choose a platform, and start reworking our SOP to leverage some low-hanging fruit. Platform, you say? What are you talking about? I glad you asked. When I say “choose a platform” I’m...
8 months ago • 2 min read
This week we’re on playing along in a group exercise to see if we can make some automation improvements to our own day-to-day tasks. Last time, we started listing our inputs and outputs. Today I'm just going to show my work and give you some in-depth insight into my task so you can see how we use this information in the next steps. Here's what I have so far with my task: Task: Write and publish a HaiQu daily email. Review my idea list and the past few posts. What am I going to write about...
8 months ago • 2 min read