Quick Start Guide - bryanfawcett/school-esignature-analysis GitHub Wiki

Quick Start Guide

Get your school's e-signature optimization analysis up and running in just 5 minutes!

🚀 Option 1: Use the Live Tool (Recommended)

The fastest way to analyze your school's data:

Step 1: Visit the Live Application

Go to [school-esignature-analysis.pages.dev](https://school-esignature-analysis.pages.dev/)

Step 2: Choose Your Analysis Type

  • 📊 Sample Analysis - Explore with pre-loaded K-12 school data
  • 📁 Upload Your Data - Analyze your school's actual e-signature usage

Step 3: Prepare Your Data (If Uploading)

Export a CSV from your e-signature platform with these columns:

Form Name, Count
Digital Citizenship Agreement, 1089
Faculty Contract, 187
Device Acceptance Form, 634

Step 4: Get Instant Results

  • Upload your CSV file (drag & drop supported)
  • Receive immediate optimization recommendations
  • Review form-by-form analysis and implementation priorities

🏃‍♂️ Option 2: Deploy Your Own Instance

For schools wanting their own hosted version:

Quick Deploy to Cloudflare Pages

# 1. Fork the repository on GitHub
# Visit: https://github.com/bryanfawcett/school-esignature-analysis
# Click "Fork" in the top right

# 2. Connect to Cloudflare Pages
# Visit: https://pages.cloudflare.com/
# Click "Create a project" → "Connect to Git"
# Select your forked repository

# 3. Deploy with these settings:
Build command: (leave empty)
Build output directory: /
Root directory: /

# 4. Your site will be live in 2-3 minutes!

📊 Understanding Your Results

Your analysis will show:

🎯 Optimization Metrics

  • Overall optimization percentage (typically 35-45%)
  • Number of forms that can be streamlined
  • Estimated time savings per week/month
  • Potential cost reductions in platform usage

📋 Form-by-Form Breakdown

Each form gets classified as:

  • ✅ Approval Workflow - Can be streamlined (policies, administrative)
  • ✍️ E-Signature Required - Must remain as signature (contracts, consents)

🏆 Implementation Priority

  • High Impact - Large volume forms with immediate benefits
  • Medium Impact - Moderate volume with good ROI
  • Low Impact - Small volume or complex implementation

🎯 Next Steps After Analysis

1. Review Recommendations

  • Focus on high-impact optimizations first
  • Validate legal requirements for your jurisdiction
  • Plan phased implementation starting with easiest wins

2. Stakeholder Review

  • Share results with IT, Legal, and Administration
  • Get approval for workflow changes
  • Plan staff training for new processes

3. Implementation Planning

  • Start with policy acknowledgments (easiest wins)
  • Preserve all contracts and consents as e-signatures
  • Test changes with small groups before full rollout

📁 Supported Data Sources

E-Signature Platforms

  • DocuSign - Reports → Usage Reports
  • Adobe Sign - Analytics → Document Analytics
  • HelloSign - Account → Usage Analytics
  • SignNow - Reports → Document Reports
  • Custom Solutions - Export transaction logs

CSV Format Requirements

Minimum Required:

Form Name,Count
Student Handbook,1156
Device Agreement,634

Enhanced Format:

Form Name,Count,Type,Department
Student Handbook,1156,Policy,Student Services
Device Agreement,634,Administrative,Technology

⚡ Power User Tips

Keyboard Shortcuts

  • Ctrl+1 - Show all forms
  • Ctrl+2 - Show signature-only forms
  • Ctrl+3 - Show approval-only forms
  • Ctrl+4 - Show optimized forms
  • Ctrl+5 - Show high-volume forms

Advanced Filtering

  • Use the search box to find specific forms
  • Click column headers to sort data
  • Filter by status to focus on specific recommendations

Data Export

  • Results can be copied for presentations
  • Use browser print for PDF reports
  • Screenshots work well for stakeholder meetings

🛠 Troubleshooting

Common Issues

CSV Upload Fails:

  • Ensure file has .csv extension
  • Check that first row contains headers
  • Verify comma-separated format

Results Don't Look Right:

  • Check form names for typos
  • Verify count numbers are realistic
  • Ensure no duplicate form names

Performance Issues:

  • Large files (>1000 forms) may take 10-15 seconds
  • Use modern browser (Chrome, Firefox, Safari, Edge)
  • Clear browser cache if experiencing issues

📞 Getting Help

Need assistance?

  • 📖 Check the User Guide for detailed instructions
  • 💬 Open a GitHub issue for technical problems
  • 📧 Contact maintainers for implementation questions
  • 🌐 Try the live demo to test functionality

🎓 Educational Resources

Learn more about e-signature optimization:

Ready for the next step? Visit the User Guide for comprehensive usage instructions!