EchoSign Spring 2013 Release - Whats New
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2013 Adobe Systems Incorporated. All Rights Reserved.
Adobe EchoSign Spring 2013 Whats NewMay 2013
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2013 Adobe Systems Incorporated. All Rights Reserved.
Dynamic Documents Through Calculated Fields
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Create fields in agreements forwhich the value gets automaticallycalculated based on a formula orrule.
Define complex calculation rulesusing Text Tags or PDF Forms or
EchoSign Web UI through a fullfeature Expression Builder.
Calculations can be based on formfields or other calculated fields andinclude mathematical functions
and/or conditional logic.
Formulas/rules can also be used tovalidate data entered by the userduring signing.
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Self-Guided Tutorials For Frequently Used Tasks
Web UI instrumented to provide step-by-
step walk-throughs of frequently usedfeatures.
User can get contextual help at any pointin the Web UI by clicking on Show MeHow
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Improved Document Readability During Authoring & Signing
Allow users to zoom in/out for
better readability of agreementsduring signing and form fieldauthoring.
Significantly improved imagequality & performance through
best in industry Adobe imageprocessing libraries.
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Feature will be rolled out to all customers
gradually 8-10 weeks af ter product
release.
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New Rebranded UI
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Rebranded and simplified Web
UI for sending and signingdocuments.
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Enable/Disable Widgets
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Turn off Widgets after completionof data collection period.
Redirect users to external webpages or another Widget accordingto your business needs.
Enable/Disable Widget through the
Web UI & through Web ServicesAPIs.
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Custom Terms Of Use During Signing
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Require signers to accept
customers organization specificterms of use during signing
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Additional Enhancements In Spring 2013
Performance and security enhancements
Dramatic performance improvement at login and loading the Home page
Notifications to users about changes to profile
Improved security for password reset workflow
Document expiration enhancements
Disable document expiration for internal signers
Add or change expiration after document is already out for signature
Forms authoring enhancements
Multi-select using keyboard and mouse
Finer adjust of positions & locations of form fields using keyboard arrow keys
Web Services APIs
Globally unique document identifiers for EchoSign transactions for better integrations
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All New EchoSign iOS
Mobile Application
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Completely redesigned user
interface for sending, signing andmanaging transactions
Allows documents to besigned offline and automaticallysynchronized back to the cloud
iOS native signing interfaceoptimized for touch interfaceswith high quality zoom andsmooth navigation
Supports getting documentssigned in-person when senderand signer are co-located
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EchoSign Mobile EchoSign for iOS v2
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Send for Signature
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Manage & Track
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Sign
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In-Person Signing
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Product Release NotesAdobe EchoSign for Salesforce v13
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2013 Adobe Systems Incorporated. All Rights Reserved.
Highlights for Version 13 Release
Optimize document workflows for your business needs
Send documents for approval Send quote PDFs and use custom contacts with agreement templates
Create formulas to calculate data from other fields
Better identify your signers for critical documents
Enable advanced signer authentication
Get instant updates and collaborate in real-time to close deals with speed
Adobe EchoSign for Chatter brings you up to date wherever you are
Set up faster and hit the ground running
Leverage the simple setup wizard and new admin page
Synchronize Salesforce profiles and EchoSign groups
Quickly enable document data merge or push signer data back to Salesforce
Experience step by step guided walk-thrus of key features
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Send Documents for Approval
One or more recipients can be
marked as approver(s) in anagreement
Approvers are required to reviewand approve the document
Approvers can also be required to
fill data into the agreement beforeapproving
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Agreement Templates Enhancements
Automate your agreement workflows and send with a click of a button
New: Specify contacts from an Opportunity as recipients to the agreement
New: Specify Salesforce Quote PDFs as files to send for signature
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Advanced Signer Authentication Policies
3 signer authentication methods
New: Knowledge Based Authentication answer questions to verify signer identity
New: Web identity sign in with Facebook, LinkedIn, Google, etc. before signing
One Time Password
Apply authentication methods for internal or external signers or all signers.
E.g. Ask external signers to verify identity with Knowledge Based Authentication butask signers in your EchoSign account to enter a password before signing agreement
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Knowledge Based Authentication (KBA)
Require Signers to prove their identity by answering questions taken from
public and commercial databases. Name on signature is taken from the users authenticated name and cannot
be changed at the time of signing
Powered by RSA
KBA usage is limited per account, per month. Contact Sales for more information.
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Web Identity Authentication
Signer can only sign after verifying their identity using a 3rd party Web service
Google, LinkedIn, Facebook, Microsoft Live, Yahoo!, Twitter
Name on signature is taken from the users web service profile and cannot bechanged at the time of signing
Audit trail captures identity verification details
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Adobe EchoSign for Chatter
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Get Chatter updates when:
agreements sent, viewed, signed
reminders sent
agreement declined by recipient
email not delivered
agreement cancelled
agreement expires
Follow Chatter updates onAgreement, Account, Contract,
and Opportunity records Collaborate to close more deals
faster from anywhere
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Setup Wizard and Improved Admin Page
Step by step wizard walks the Salesforce administrator through setup stepsafter installing or upgrading to EchoSign for Salesforce v13
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Automated Sync for Salesforce Profiles and EchoSign Groups
Synchronize users between Salesforce Profiles and designated EchoSign Groups
Split users into different EchoSign Groups to configure group level settings andreport by group
Salesforce OrgProfiles
Sales West Profile
Sales East Profile
Sales South Profile Sales North Profile Sales EMEA Profile Sales APAC Profile Sales LAM Profile
EchoSign Groups Sales Team West
Sales Team East
Sales Team South
Sales Team North Sales Team EMEA
Sales Team APAC Sales Team LAM
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Easily Configure Merge Mappings and Data Mappings
Configure mappings to merge data into agreements before sending and pushdata from signers back to Salesforce
Easier than ever to input form fields for merge mappings and data mappings
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EchoSign for Salesforce Guided Walk-thrus
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Salesforce Administrators can get step-by-step guided walk-thrus for keyEchoSign for Salesforce features
Powered by Walkme
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