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EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
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EchoSign Winter 2012 Release - Feb '12

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  • 1. EchoSign Winter 2012 New Features. New Functionality. New Fun.© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 2. 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.© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2
  • 3. 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 © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 3
  • 4. 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.© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 4
  • 5. 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.© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 5
  • 6. 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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 6
  • 7. 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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 7
  • 8. EchoSign Reports Performance Enhancements  10x improvement in performance  Generate reports on hundreds of thousands of agreements in seconds.© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 8
  • 9. And, coming soon ….© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 10. 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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 10
  • 11. 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.)© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 11
  • 12. 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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 12
  • 13. 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© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 13
  • 14. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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