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EchoSign E-Signature Winter '11 Release and New Features

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E-Signatures go social with EchoSign in 2010. E-sign with Facebook, Google, LinkedIn and more.

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EchoSign E-Signature Winter '11 Release and New Features

  1. 1. Winter 2011 Release | New Features (Part I)
  2. 2. Top Features in Winter '11 (Part 1) • Manage Page 2.0 – Google-esque Real-time Search all your documents. – Support for accounts with up to 10,000,000 documents • "Husband & Wife" 2.0 Support – Now much more easily send an agreement to 2+ signers with the same email address. • Web Identity – E-Sign with Facebook and Linkedin – Allow/Require signers to provide their web identity – Sign even easier – now if you can use Facebook, you can sign on the web – Adds second layer of authentication to signing • Message Templates – Create your own message templates (in all languages) and use them on the Send page. • No-Chrome Signature – An option to remove all chrome from signatures – no blue line, no date, etc. • Global: Enhanced Japanese and Chinese signing support • Much More!
  3. 3. Manage Page 2.0 Search All your documents in real-time, not just the ones loaded on Manage tab Supports accounts with hundreds of thousands, even millions, of documents. • Goes live this week for largest accounts • Will be gradually enabled for smaller accounts over coming weeks – pls let support know if you need earlier access
  4. 4. "Husband and Wife" Signatures Muchly Improved (Much improved!): Send a document to two or more signers with the same email address (e.g. so-called “husband and wife” or “spousal” signing the same real estate agreement.). Just repeat email address 2 or more times for 2 or more signatures at same email address Treats each recipient as a separate signer (sends multiple Please Sign emails for each signer) No configuration required. Works with all signature types now (Basic, Advanced, Biometric, etc.) Enabled in all accounts and all scenarios (sequential, parallel, Salesforce, API, etc.)
  5. 5. New! Web Identity Signers can now sign with Facebook, LinkedIn, Google, Yahoo, Microsoft Live and Twitter. • Makes signing even easier – if you can use Facebook, you can e-sign a contract – will extract your name and details automatically from Facebook, LinkedIn, Google, etc. • More importantly: Captures Signers’ Web Identity (including photo and link to social graph) as an additional way to verify their identity. Can be made mandatory for external signers. Can act as second-factor authentication in many circumstances (as also requires external 3d party password) Enabled on the Signature Preferences Page
  6. 6. New! Web Identity: Demo Video Click on Video below or here for Web Identity Demo (http://www.youtube.com/watch?v=FBZ9KfOB804 ):
  7. 7. New! Web Identity Web Identity Fully and Automatically Captured in EchoSign Audit Trail
  8. 8. Enabling Web Identity • Turned off by default for existing and most Enterprise accounts • Default for most new accounts; will phase is for existing Pro, Team and certain Enterprise/Global accounts • Enable today on Account Tab under Signature Preferences – New Section “Web Identity”
  9. 9. New - Message Templates Create multiple, custom Send page message templates Pick template from simple drop-down menu on Send Supports Global Edition (different templates per language) Account admins can create and administer on Account
  10. 10. "No-Chrome" Signature: Ever More Paper-Like • Allows customers to remove all EchoSign formatting from the signature, for an experience almost identical to pen-on-paper • Can be helpful when process includes forwarding/sending signed documents to 3rd parties – especially when using biometric signatures • Configurable on the Signature Preferences page under “Use well- formatted signatures”
  11. 11. EchoSign Global: Enhanced Chinese and Japanese Support • E-sign page now 100% localized in Chinese and Japanese • Default signing in Romaji and romanized fonts; chinese and japanese fonts supported in forms • Configurable on Account tab for Global Accounts – others, please contact support • Don’t see a language you need? Just let us know. We probably can add it.
  12. 12. EchoSign Global: Enhanced Chinese and Japanese Support • E-sign page now 100% localized in Chinese and Japanese • Default signing in Romaji and romanized fonts; chinese and japanese fonts supported in forms • Configurable on Account tab for Global Accounts – others, please contact support • Don’t see a language you need? Just let us know. We probably can add it.
  13. 13. Coming Soon • EchoSign-for-Salesforce v9 following in Q4: • Even simpler, one screen / one click process • More cloud-based content integrations • Details to follow to Salesforce customers • A complete, total rethink of web-based contracts in early Q1 – this will be big
  14. 14. Winter 2011 Release | New Features (Part I)

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