EchoSign Summer 2011 release


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EchoSign Summer 2011 release

  1. 1. <ul><ul><li>Summer 2011 Release | New Features </li></ul></ul>
  2. 2. EchoSign Web – Summer 2011 <ul><li>Collaboration 2.0: </li></ul><ul><li>Signer Editing with </li></ul><ul><li>Real-Time Tracked Changes </li></ul><ul><li>SAML Single Sign On </li></ul><ul><li>EchoSign Forms 2.0: Field Validation, Checkbox text tags </li></ul><ul><li>User Management 2.0: Create and update users in bulk, Export user list </li></ul><ul><li>Enhanced Reports Data Export </li></ul><ul><li>API v11 </li></ul><ul><li>SAP, Xobni Integrations </li></ul><ul><li>Korean, Traditional Chinese, More Languages </li></ul><ul><li>More … </li></ul>
  3. 3. EchoSign Web – Summer 2011 <ul><li>New! e-Collaboration and Signer Editing with Tracked Changes </li></ul>
  4. 4. <ul><li>Now! Allow your signers to not just sign, but edit and suggest changes to your contracts as well </li></ul><ul><ul><li>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 </li></ul></ul><ul><ul><li>Enable Signer Editing on the Account tab – not enabled by default </li></ul></ul><ul><li>Select from Send Page (Once Enabled) </li></ul><ul><ul><li>Supported file formats are Microsoft Word, Text, RTF and Google Docs, but today, not Excel, PowerPoint, PDF, etc. </li></ul></ul><ul><li>It’s Optional – If You Don’t Want Signer Editing, It’s Turned OFF by Default </li></ul>Signer Editing: How it Works
  5. 5. Signer Editing: Signers Can Suggest Changes in Real-Time, on the Web … <ul><li>Signer reviews the document as before on EchoSign, can now also “Suggest Changes” (if you allow it) </li></ul><ul><li>Clicking &quot;Suggest Changes&quot; allows the Signer to edit the document online in real-time </li></ul><ul><ul><li>An online Google Docs editor allows the signer to suggest revisions to the document. </li></ul></ul><ul><ul><li>No need to have a Google account </li></ul></ul><ul><ul><li>or register for anything </li></ul></ul><ul><li>When done, the Signer submits the document back to the sender to review, reject, and/or allow, and resend </li></ul>
  6. 6. Sender Can Then Review Changes On-Line in Real-Time – or Off-Line in Word <ul><li>If changes are proposed by a Signer, the Sender is notified by e-mail with the proposed changes immediately: </li></ul><ul><ul><li>Sender Can Review Online in EchoSign </li></ul></ul><ul><ul><li>And, EchoSign emails the Sender a Word file with Tracked Changes enabled </li></ul></ul><ul><ul><li>Word document with tracked changes can easily be forwarded on to legal or other 3d parties to review off-line, outside of EchoSign, and then uploaded back to EchoSign </li></ul></ul>
  7. 7. Signer Editing: You Can Accept, Reject, Mark-Up Online or Offline <ul><li>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. </li></ul><ul><li>OR, IF YOU PREFER </li></ul><ul><li>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. </li></ul><ul><li>>> Either way, Sender controls the revisions to the document , the Signer only proposes changes. </li></ul>
  8. 8. EchoSign Web – Summer 2011 <ul><li>Collaboration 2.0: Signer Editing with Tracked Changes </li></ul><ul><li>SAML Single Sign On </li></ul><ul><li>EchoSign Forms 2.0: Field Validation, Checkbox text tags </li></ul><ul><li>User Management 2.0: Create and update users in bulk, Export user list </li></ul><ul><li>Enhanced Reports Data Export </li></ul><ul><li>API v11 </li></ul><ul><li>SAP, Xobni Integrations </li></ul><ul><li>Korean, Traditional Chinese, More Languages </li></ul><ul><li>More … </li></ul>
  9. 9. SAML Single Sign On <ul><li>Single-Sign-On to EchoSign with your corporate network. </li></ul><ul><li>Security </li></ul><ul><ul><li>Users must log in to your corporate network to gain access to EchoSign. </li></ul></ul><ul><li>Control </li></ul><ul><ul><li>Grant or block access to EchoSign from a central location. </li></ul></ul><ul><li>Ease of Use </li></ul><ul><ul><li>Users no longer have to remember an additional set of credentials </li></ul></ul><ul><li>(*) Your corporate network needs to support the SAML protocol. </li></ul><ul><li>If your corporate network does not support SAML, contact us to discuss other options to enable Single-Sign-On through one of our partners. </li></ul>EchoSign for Salesforce customers SAML now allows you to sign in to EchoSign using your Salesforce credentials!
  10. 10. EchoSign Forms 2.0: New Features <ul><li>Form Field Validation </li></ul><ul><li>Ensure signers enter legal values before they sign. </li></ul><ul><li>Defining validations rules </li></ul><ul><li>PDF forms validation rules are automatically imported. </li></ul><ul><li>Set validation rules in EchoSign Text Tags </li></ul><ul><li>For example: {{*}} </li></ul><ul><li>{{}} </li></ul><ul><li>{{days_es_signer.num(>0,<60)} </li></ul><ul><li>Can also create validations using EchoSign’s Drag-and-Drop </li></ul><ul><li>Authoring page using standard ‘Create Form’ or Widget </li></ul><ul><li>on EchoSign homepage </li></ul><ul><li>Now: Position Check boxes using EchoSign Text Tags </li></ul><ul><li>For example: {{[]}} , {{[x]_es_signer}} , etc. </li></ul>
  11. 11. Advanced User Management <ul><li>Filter and search for users in your account </li></ul><ul><li>You may also export your user list to a CSV file </li></ul><ul><li>Batch create and update users </li></ul><ul><li>Create new users </li></ul><ul><li>Move users between groups </li></ul><ul><li>Update users’ email addresses and other properties </li></ul><ul><li>Change users’ admin permissions </li></ul>
  12. 12. Enhanced Reports Data Export <ul><li>Report Export now contains additional data about each transaction </li></ul><ul><ul><li>Agreement Name </li></ul></ul><ul><ul><li>Created Date </li></ul></ul><ul><ul><li>Agreement Status </li></ul></ul><ul><ul><li>Last Transaction Date </li></ul></ul><ul><ul><li>Sender Name, Email, Group </li></ul></ul><ul><ul><li>Workflow </li></ul></ul><ul><ul><li>Signature Type </li></ul></ul><ul><ul><li>new - Recipient Emails </li></ul></ul><ul><ul><li>new - Signer names, date of signing, IP address </li></ul></ul><ul><ul><li>new - Next signer’s email address </li></ul></ul>
  13. 13. Faster Confirmation; Force Reason for Rejection <ul><li>Immediate Signing Confirmation </li></ul><ul><li>Signers receive even faster, </li></ul><ul><li>immediate confirmation when signing is </li></ul><ul><li>complete, even as images are rendering. </li></ul><ul><li>Mandatory Reject Reason </li></ul><ul><li>Admins can now require signers to supply a reason </li></ul><ul><li>for refusing to sign an agreement. The reason </li></ul><ul><li>is automatically included in the audit trail. </li></ul>
  14. 14. Customize Terms of Use; In-App New Feature Notifications <ul><li>Customize and Optionally Mandate </li></ul><ul><li>Separate Agreement </li></ul><ul><li>to Terms of Use </li></ul><ul><li>Require signer to explicitly agree to unique terms and to conduct business electronically with your company, </li></ul><ul><li>or with other terms relevant to your </li></ul><ul><li>Company (e.g., unique or customer- </li></ul><ul><li>specific consumer consent </li></ul><ul><li>provisions). </li></ul><ul><li>‘ New’ feature notification </li></ul><ul><li>Admins are notified from within EchoSign with new feature and service announcements </li></ul>
  15. 15. More Languages: Korean, Traditional Chinese <ul><li>Korean and Chinese (Traditional) </li></ul><ul><li>Korean and Chinese Traditional were added to our growing list of supported signing languages. </li></ul>
  16. 16. API v11 <ul><li>Asdasd </li></ul>New functions: Retrieve all your widgets, library documents, all docs across your API key, more
  17. 17. 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:
  18. 18. 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:
  19. 19. Coming Soon … <ul><li>A New Way to Think About Mobile Contracts </li></ul><ul><li>EchoSign Global Edition 2.0 </li></ul>
  20. 20. <ul><ul><li>Summer 2011 Release | New Features </li></ul></ul>
  21. 21. Thank You! © 2005-2011 EchoSign, Inc. All Rights Reserved