EchoSign Summer 2011 Release Notes

© 2005-2011 EchoSign, Inc. All Rights Reserved

Summer 2011 Release | New Features


EchoSign Web – Summer 2011

• Collaboration 2.0: Signer Editing with Real-Time Tracked Changes

• SAML Single Sign On

• EchoSign Forms 2.0: Field Validation, Checkbox text tags

• User Management 2.0: Create and update users in bulk, Export user list

• Enhanced Reports Data Export

• API v11

• SAP, Xobni Integrations

• Korean, Traditional Chinese, More Languages

• More …



• New! e-Collaboration and Signer Editing with Tracked Changes


Now! Allow your signers to not just

sign, but edit and suggest changes to

your contracts as well You may allow senders to choose whether to

allow Signer Editing for (x) each document

separately, or enable it for (y) all documents

sent out for signature

You must enable Signer Editing on the Account

tab – not enabled by default

Select from Send Page (Once Enabled) Supported file formats are Microsoft Word, Text,

RTF and Google Docs, but today, not Excel,

PowerPoint, PDF, etc.

It‟s Optional – If You Don‟t Want Signer

Editing, It‟s Turned OFF by Default

Signer Editing: How it Works


Signer Editing: Signers Can Suggest

Changes in Real-Time, on the Web …

Signer reviews the document

as before on EchoSign, can

now also “Suggest Changes”

(if you allow it)

Clicking "Suggest Changes"

allows the Signer to edit the

document online in real-time An online Google Docs editor allows

the signer to suggest revisions to

the document.

No need to have a Google account

or register for anything

When done, the Signer

submits the document back to

the sender to review, reject,

and/or allow, and resend


Sender Can Then Review Changes

On-Line in Real-Time – or Off-Line in Word

If changes are proposed, the

Sender is immediately notified

by e-mail with the proposed

changes, including a Word file

with Tracked Changes enabled

Sender can review changes on-line in

real-time (even on an iPad)

and

a Microsoft Word file with 'Tracked

Changed' showing suggested edits

from the signer is also attached to the

email notification -- and can easily be

forwarded on to legal or other 3d

parties to review off-line, outside of

EchoSign


Signer Editing: You Can Accept,

Reject, Mark-Up Online or Offline

Sender Can Review and Make Change Offline with

Word: Sender can either revise the attachment

offline in Word (and easily accept and reject Tracked

Changes as desired), and upload the new Microsoft

Word revision to EchoSign, to go back out for

signature.

OR, IF YOU PREFER

Sender Can Review Online in Real-Time: Sender

can also review the changes online in EchoSign

(using Google Docs) in real-time, accept them or

make other changes on-line, and resend for e-

signature all on the web.

>> Either way, Sender controls the revisions to the

document, the Signer only proposes changes.



• Collaboration 2.0: Signer Editing with Tracked Changes

• SAML Single Sign On

• EchoSign Forms 2.0: Field Validation, Checkbox text tags

• User Management 2.0: Create and update users in bulk, Export user list

• Enhanced Reports Data Export

• API v11

• SAP, Xobni Integrations

• Korean, Traditional Chinese, More Languages

• More …


EchoSign for Salesforce customers SAML now allows you to sign in to EchoSign using your Salesforce credentials!

SAML Single Sign On

Single-Sign-On to EchoSign with your corporate network.

• Security

Users must log in to your corporate network to gain access to EchoSign.

• Control

Grant or block access to EchoSign from a central location.

• Ease of Use

Users no longer have to remember an additional set of credentials

(*) Your corporate network needs to support the SAML protocol.

If your corporate network does not support SAML, contact us to discuss other options to enable Single-Sign-

On through one of our partners.


EchoSign Forms 2.0: New Features

Form Field Validation Ensure signers enter legal values before they sign.

Defining validations rules

• PDF forms validation rules are automatically imported.

• Set validation rules in EchoSign Text Tags

For example: {{*cell_es_sender.phone}}

{{startdate_es_signer2.date}}

{{days_es_signer.num(>0,<60)}

• Can also create validations using EchoSign’s Drag-and-Drop

Authoring page using standard ‘Create Form’ or Widget

on EchoSign homepage

Now: Position Check boxes using EchoSign Text Tags For example: {{[]}}, {{[x]_es_signer}}, etc.


Advanced User Management

Filter and search for users in your account

You may also export your user list

to a CSV file

Batch create and update users • Create new users

• Move users between groups

• Update users’ email addresses and other properties

• Change users’ admin permissions


Enhanced Reports Data Export

Report Export now contains additional data about each transaction

– Agreement Name

– Created Date

– Agreement Status

– Last Transaction Date

– Sender Name, Email, Group

– Workflow

– Signature Type

– new - Recipient Emails

– new - Signer names, date of signing, IP address

– new - Next signer’s email address


Faster Confirmation; Force Reason

for Rejection

Immediate Signing Confirmation Signers receive even faster,

immediate confirmation when signing is

complete, even as images are rendering.

Mandatory Reject Reason Admins can now require signers to supply a reason

for refusing to sign an agreement. The reason

is automatically included in the audit trail.


Customize Terms of Use;

New Feature Notificaitons

Customize and Optionally Mandate

Separate Agreement

to Terms of Use

Require signer to explicitly agree to

unique terms and to conduct business

electronically with your company,

or with other terms relevant to your

Company (e.g., unique or customer-

specific consumer consent

provisions).

„New‟ feature notification Admins are notified from within EchoSign

with new feature and service announcements


More Languages:

Korean, Traditional Chinese

Korean and Chinese (Traditional) Korean and Chinese Traditional were added

to our growing list of supported signing languages.


API v11

• Asdasd

New functions: Retrieve all your widgets, library documents, all docs

across your API key, more


Integrations: Xobni – E-Sign inside of

Outlook

Xobni is a free e-mail

search tool, and EchoSign

has launched a

gadget/integration that

allows your to e-sign inside

of Outlook using EchoSign-

for-Xobni

Terrific for countersigning

– no need to even go to

echosign to countersign

Free, get it here:

http://www.xobni.com/gadgets/echosign

http://www.xobni.com/gadgets/echosign


Integrations: SAP eSourcing

EchoSign is now natively

integrated inside of the on-

demand versions of SAP

eSourcing and CLM

Contact your SAP account

manager to have this

feature turned on, and

learn more here or at:

http://goo.gl/AJKRu

http://www.echosign.com/public/static/product/sapclm.jsp


Coming Soon …

• A New Way to

Think About Mobile

Contracts

• EchoSign Global

Edition 2.0


Thank You!


EchoSign Summer 2011 Release Notes

Technology

Transcript of EchoSign Summer 2011 Release Notes