EchoSign Winter 2012 Release - Feb '12
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Transcript of EchoSign Winter 2012 Release - Feb '12
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
New Features. New Functionality. New Fun.EchoSign Winter 2012
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
EchoSign for the iPad and iPhone is here!
Send for signature or Get it signed in person
Track your documents on the go
NEW (v1.1 – March 2012)
Register an account from the iPad.
Attach documents from DropBox, Box.net and Google Docs.
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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
Specify different authentication methods for internal and external signers. E.g.
External signers need to use a password; internal signers do not
External signers need to use Knowledge Based Authentication; internal signers use a password
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Knowledge Based Authentication (KBA)
Requires Signers to prove their identity by answering questions taken from hundreds of public and commercial databases.
Name on signature is taken the user’s 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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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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 user’s web service profile and cannot be changed at the time of signing
Audit trail captures identity verification details.
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Promote your brand to your signers
Present a custom message for every signer
Promote your social media assets (Facebook, Google+, LinkedIn, Twitter)
Easy to set up on your Account Tab
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Masked Fields
Mask sensitive data entered by signers in the signed PDF
Simple to set up using text tags
e.g. {{cc_es_signer1.mask}} Masked field
{{ssn_es_signer1.ssn.mask}} Masked SSN field
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
EchoSign Reports Performance Enhancements
10x improvement in performance
Generate reports on hundreds of thousands of agreements in seconds.
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
And, coming soon ….
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Microsoft CRM & SharePoint Integration – March 2012
Send documents for signature or get them signed in person
Dynamically position signatures and fields
Create dynamic documents in Microsoft CRM and send for signature
Use EchoSign as part of SharePoint document workflow
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EchoSign for Salesforce v12 – March 2012
New: Merge data from Salesforce to an EchoSign Agreement
Native SFDC UI to map from any object and constants
Multiple mapping – can control which one to use using SF logic
Alternative values (e.g. if contact company phone number is empty, take Opportunity company name, etc.)
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
EchoSign for Salesforce v12 – March 2012
New: Send to EchoSign button + Agreement templates
Create an agreement using a button on any object (e.g. Opportunity, Account)
Agreement creation using agreement templates
Simple Admin UI to determine how to set fields, recipients and attachments
Create and manage multiple buttons, multiple agreement templates
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
EchoSign for Salesforce v12 – March 2012
Improved data mapping from EchoSign to Salesforce
Map EchoSign agreement fields into any field in Salesforce
New: Push EchoSign attachments (signed document, audit trail) to any object
New: Skip a mapping if an EchoSign field value is empty
New: Automation
Mark agreements to perform an action (Send, Update, Cancel, Send Reminder) using Salesforce automation logic and have that action executed without manual intervention
New: Advanced customization
More control over the UI – hide/show fields and actions based on profiles
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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.