<ul><ul><li>Summer 2010 Release  |  New Features </li></ul></ul><ul><ul><li>Part II   </li></ul></ul>
Key Features <ul><li>MegaSign 2.0:  MegaSign Merge </li></ul><ul><ul><li>Send for signature to 1000s with merged personali...
MegaSign Merge <ul><ul><li>MegaSign Merge:  Now, in one step, merge custom data into agreements for 1000s to each sign  </...
Parallel Workflow 2.0 <ul><ul><li>Send an agreement for signature for several signers at the same time, dynamically, and h...
Salesforce Global Edition <ul><li>Now, reps can optionally set language and expiration date for each agreement (previously...
Salesforce Merge, Send, Sign & Push: One Click <ul><li>Enhancements to dynamic document creation from Salesforce.com </li>...
Signing:  New Font Options <ul><li>Fonts: </li></ul><ul><li>Dynamic Fonts:  EchoSign in Advanced Signatures will automatic...
Signing:  iPad as Mobile Signature Pad <ul><li>Send and Biometrically Sign on iPad (and iPhone, Android)  </li></ul><ul><l...
Signing:  One-click E-SIGN Signatures <ul><li>New:  1-Click Signing </li></ul><ul><li>Signing just got  even easier </li><...
API enhancements <ul><li>Merge Data </li></ul><ul><li>Merge data into documents sent through API </li></ul><ul><li>Merge d...
<ul><ul><li>Summer 2010 Release  |  New Features </li></ul></ul><ul><ul><li>Part II   </li></ul></ul>
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EchoSign Electronic Signature Summer 2010 New Features

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100s of new features from the web's #1 e-signature tool, echosign.com

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EchoSign Electronic Signature Summer 2010 New Features

  1. 1. <ul><ul><li>Summer 2010 Release | New Features </li></ul></ul><ul><ul><li>Part II </li></ul></ul>
  2. 2. Key Features <ul><li>MegaSign 2.0: MegaSign Merge </li></ul><ul><ul><li>Send for signature to 1000s with merged personalized data for each signer. </li></ul></ul><ul><li>Parallel and Sequential Signing on the Fly </li></ul><ul><ul><li>Now pick on the fly from Send, to send to multiple signers at same time, or in sequence. </li></ul></ul><ul><ul><li>Combined Sequential+Parallel support in custom workflows </li></ul></ul><ul><li>Salesforce Integration Enhancements </li></ul><ul><ul><li>Global and multi-language per document (and per account) </li></ul></ul><ul><ul><li>Set individual document expirations </li></ul></ul><ul><li>Signing & Mobile </li></ul><ul><ul><li>Dynamic Fonts </li></ul></ul><ul><ul><li>Biometric Signatures on iPad, iPhone and Android </li></ul></ul><ul><ul><li>New 1-Click E-SIGN User Experience </li></ul></ul><ul><li>API v9 </li></ul><ul><li>Security Enhancements </li></ul><ul><ul><li>Enhanced PDF (double) encryption </li></ul></ul><ul><ul><li>Advanced automated second-level document retention and destruction policies </li></ul></ul>
  3. 3. MegaSign Merge <ul><ul><li>MegaSign Merge: Now, in one step, merge custom data into agreements for 1000s to each sign </li></ul></ul><ul><ul><li>Every signer can receive a customized agreement that already contains their own signer-specific data. </li></ul></ul><ul><ul><li>For example, sender can provide the names and address of each signer which will then dynamically appear in each copy sent over signature </li></ul></ul><ul><ul><li>MegaSign Merge requires uploading a CSV file containing the list of recipients and the data that needs to be merged into the document. </li></ul></ul><ul><li>Merge signer-specific data into the agreement. </li></ul><ul><li>Merge data in read-only mode (e.g. Sales price) or allow signers to change it (e.g. update their address). </li></ul><ul><li>Specify a different message for each signer. </li></ul><ul><li>Upload the list of recipients from file. </li></ul>
  4. 4. Parallel Workflow 2.0 <ul><ul><li>Send an agreement for signature for several signers at the same time, dynamically, and hybrid combos </li></ul></ul><ul><li>On the Send page – Now toggle between sequential and parallel in one click </li></ul><ul><li>From Salesforce or API – Controlled by an account setting determining if sequential or parallel is used </li></ul><ul><li>Custom workflows – Allow using hybrid sequential and parallel workflows – </li></ul><ul><ul><ul><li>e.g. send to customer and then send in parallel to 3 internal counter signers </li></ul></ul></ul><ul><li>Admin can enforce single required signing workflow if desired on Admin tab </li></ul>
  5. 5. Salesforce Global Edition <ul><li>Now, reps can optionally set language and expiration date for each agreement (previously signing language was configured only per account, which remains an option) </li></ul><ul><li>Great for reps selling to different countries, or selling to a bilingual patch (e.g., English and Spanish) </li></ul>
  6. 6. Salesforce Merge, Send, Sign & Push: One Click <ul><li>Enhancements to dynamic document creation from Salesforce.com </li></ul><ul><li>Create contract, send for signature, sign, push data into Salesforce, in one-click </li></ul>
  7. 7. Signing: New Font Options <ul><li>Fonts: </li></ul><ul><li>Dynamic Fonts: EchoSign in Advanced Signatures will automatically choose the right font signature for the right signing event – no work for signers or senders </li></ul><ul><li>Printed/Typed Font: Advanced Signatures accounts can now be configured with a ‘Typed’ Font where neither a simulated signature, nor a biometric signature, is desired </li></ul>
  8. 8. Signing: iPad as Mobile Signature Pad <ul><li>Send and Biometrically Sign on iPad (and iPhone, Android) </li></ul><ul><li>Biometrically sign on the iPad </li></ul><ul><li>Capture actual signatures in the browser – sign in person, with real signatures, on the iPad </li></ul><ul><li>Automatically configures Send page to map to sending options on iPad (e.g., send from the library or Google Docs from an iPad). </li></ul>
  9. 9. Signing: One-click E-SIGN Signatures <ul><li>New: 1-Click Signing </li></ul><ul><li>Signing just got even easier </li></ul><ul><li>New UI allows an instant one click, one screen signing experience that is fully </li></ul><ul><li>E-SIGN/UETA compliant </li></ul><ul><li>Can be selected from Account tab </li></ul>
  10. 10. API enhancements <ul><li>Merge Data </li></ul><ul><li>Merge data into documents sent through API </li></ul><ul><li>Merge data into Widgets created through API </li></ul><ul><li>Expose Signing Language and Expiration </li></ul><ul><li>Determine signing language when sending </li></ul><ul><li>a document or creating a widget </li></ul><ul><li>Set expiration date through the API </li></ul><ul><li>Allows exposing these features in Salesforce </li></ul><ul><li>Improved document library access </li></ul><ul><li>Create library document using the API </li></ul><ul><li>Send a document or create a Widget from an existing library document </li></ul><ul><li>Send an agreement / create a Widget with a combination of library documents and uploaded files </li></ul><ul><li>Removes 10 attachment limit from API and Salesforce </li></ul>
  11. 11. <ul><ul><li>Summer 2010 Release | New Features </li></ul></ul><ul><ul><li>Part II </li></ul></ul>

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