EchoSign Winter 2012 Release - Feb '12

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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. New Features. New Functionality. New Fun. EchoSign Winter 2012

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Transcript of EchoSign Winter 2012 Release - Feb '12

Page 1: EchoSign Winter 2012 Release - Feb '12

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

New Features. New Functionality. New Fun.EchoSign Winter 2012

Page 2: EchoSign Winter 2012 Release - Feb '12

© 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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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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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Page 9: EchoSign Winter 2012 Release - Feb '12

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

And, coming soon ….

Page 10: EchoSign Winter 2012 Release - Feb '12

© 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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Page 11: EchoSign Winter 2012 Release - Feb '12

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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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Page 12: EchoSign Winter 2012 Release - Feb '12

© 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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Page 13: EchoSign Winter 2012 Release - Feb '12

© 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.