SlideShare a Scribd company logo
Summer 2011 Release        |           New Features
EchoSign Web – Summer 2011 Collaboration 2.0:  Signer Editing with Real-Time Tracked Changes SAML Single Sign On EchoSign Forms 2.0:  Field Validation, Checkbox text tags User Management 2.0: Create and update users in bulk, Export user list Enhanced Reports Data Export API v11 SAP, Xobni Integrations Korean, Traditional Chinese, More Languages More …
EchoSign Web – Summer 2011 New!  e-Collaboration and Signer Editing with Tracked Changes
Now!  Allow your signers to not just sign, but edit and suggest changes to your contracts as well 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 You must enable Signer Editing on the Account tab – not enabled by default Select from Send Page (Once Enabled) Supported file formats are Microsoft Word, Text, RTF and Google Docs, but today, not Excel, PowerPoint, PDF, etc.  It’s Optional – If You Don’t Want Signer Editing, It’s Turned OFF by Default Signer Editing:  How it Works
Signer Editing:  Signers Can Suggest Changes in Real-Time, on the Web … Signer reviews the document as before on EchoSign, can now also “Suggest Changes” (if you allow it) Clicking "Suggest Changes" allows the Signer to edit the document online in real-time An online Google Docs editor allows the signer to suggest revisions to the document.  No need to have a Google account or register for anything When done, the Signer submits the document back to the sender to review, reject, and/or allow, and resend
Sender Can Then Review Changes On-Line in Real-Time  –  or Off-Line in Word If changes are proposed, the Sender is immediately notified by e-mail with the proposed changes, including a Word file with Tracked Changes enabled Sender can review changes on-line in real-time (even on an iPad) and a Microsoft Word file with 'Tracked Changed'  showing suggested edits from the signer is also attached to the email notification -- and can easily be forwarded on to legal or other 3d parties to review off-line, outside of EchoSign
Signer Editing:  You Can Accept, Reject, Mark-Up Online or Offline 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. OR, IF YOU PREFER 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. >> Either way, Sender controls the revisions to the document, the Signer only proposes changes.
EchoSign Web – Summer 2011 Collaboration 2.0:  Signer Editing with Tracked Changes SAML Single Sign On EchoSign Forms 2.0:  Field Validation, Checkbox text tags User Management 2.0: Create and update users in bulk, Export user list Enhanced Reports Data Export API v11 SAP, Xobni Integrations Korean, Traditional Chinese, More Languages More …
EchoSign for Salesforce customersSAML now allows you to sign in to EchoSign using your Salesforce credentials! SAML Single Sign On Single-Sign-On to EchoSign with your corporate network. Security Users must log in to your corporate network to gain access to EchoSign. Control Grant or block access to EchoSign from a central location. Ease of Use Users no longer have to remember an additional set of credentials (*) Your corporate network needs to support the SAML protocol.  If your corporate network does not support SAML, contact us to discuss other options to enable Single-Sign-On through one of our partners.
EchoSign Forms 2.0:  New Features Form Field Validation Ensure signers enter legal values before they sign. Defining validations rules PDF forms validation rules are automatically imported. Set validation rules in EchoSign Text Tags           For example:						{{*cell_es_sender.phone}} 						{{startdate_es_signer2.date}} 						{{days_es_signer.num(>0,<60)} Can also create validations using EchoSign’s Drag-and-Drop        Authoring page using standard ‘Create Form’ or Widget       on EchoSign homepage Now: Position Check boxes using EchoSign Text Tags  For example:						{{[]}}, {{[x]_es_signer}}, etc.
Advanced User Management Filter and search for users in your account You may also export your user list to a CSV file Batch create and update users Create new users  Move users between groups Update users’ email addresses and other properties Change users’ admin permissions
Enhanced Reports Data Export Report Export now contains additional data about each transaction Agreement Name Created Date Agreement Status Last Transaction Date Sender Name, Email, Group  Workflow Signature Type new - Recipient Emails new - Signer names, date of signing, IP address new - Next signer’s email address
Faster Confirmation; Force Reasonfor Rejection Immediate Signing Confirmation Signers receive even faster, immediate confirmation when signing is complete, even as images are rendering. Mandatory Reject Reason Admins can now require signers to supply a reason  for refusing to sign an agreement.  The reason is automatically included in the audit trail.
Customize Terms of Use; New Feature Notificaitons Customize and Optionally Mandate Separate Agreement to Terms of Use Require signer to explicitly agree tounique terms and to conduct businesselectronically with your company, or with other terms relevant to your Company (e.g., unique or customer- specific consumer consent provisions). ‘New’ feature notification Admins are notified from within EchoSign with new feature and service announcements
More Languages:Korean, Traditional Chinese Korean and Chinese (Traditional) Korean and Chinese Traditional were added to our growing list of supported signing languages.
API v11 Asdasd New functions:  Retrieve all your widgets, library documents, all docs across your API key, more
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: http://www.xobni.com/gadgets/echosign
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: http://goo.gl/AJKRu
Coming Soon …  A New Way to Think About Mobile Contracts EchoSign Global Edition 2.0
Thank You! © 2005-2011 EchoSign, Inc.  All Rights Reserved

More Related Content

Similar to EchoSign Summer 2011 Release Notes

EchoSign Summer 2011 Release: eCollaboration and More
EchoSign Summer 2011 Release: eCollaboration and MoreEchoSign Summer 2011 Release: eCollaboration and More
EchoSign Summer 2011 Release: eCollaboration and MoreJason M. Lemkin
 
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12Jason M. Lemkin
 
Winter 15 : Salesforce
Winter 15 : SalesforceWinter 15 : Salesforce
Winter 15 : Salesforce
Jyothylakshmy P.U
 
Salesforce.com to e-conomic Integration Solution
Salesforce.com to e-conomic Integration SolutionSalesforce.com to e-conomic Integration Solution
Salesforce.com to e-conomic Integration Solution
Rapidi ApS (formerly Data Backbone Software A/S)
 
EchoSign E-Signature Winter '11 Release and New Features
EchoSign E-Signature Winter '11 Release and New FeaturesEchoSign E-Signature Winter '11 Release and New Features
EchoSign E-Signature Winter '11 Release and New Features
Jason M. Lemkin
 
Echo sign fall 2012 release - Whats new
Echo sign fall 2012 release - Whats newEcho sign fall 2012 release - Whats new
Echo sign fall 2012 release - Whats newJason M. Lemkin
 
Bitrix Intranet Version 11.0 Presentation
Bitrix Intranet Version 11.0 PresentationBitrix Intranet Version 11.0 Presentation
Bitrix Intranet Version 11.0 Presentation
Bitrix, Inc.
 
Digital disruption: SharePoint and CoSign Digital Signatures
Digital disruption: SharePoint and CoSign Digital SignaturesDigital disruption: SharePoint and CoSign Digital Signatures
Digital disruption: SharePoint and CoSign Digital Signatures
CoSign by ARX
 
Dev day paris020415
Dev day paris020415Dev day paris020415
Dev day paris020415
pdufourSFDC
 
Affordable New Office for Your Small Biz [o365]
Affordable New Office for Your Small Biz [o365]Affordable New Office for Your Small Biz [o365]
Affordable New Office for Your Small Biz [o365]
Liberteks
 
Salesforce Winter Release
Salesforce Winter ReleaseSalesforce Winter Release
Salesforce Winter Release
Betina Meyer Pflug
 
21121F0097.pptx
21121F0097.pptx21121F0097.pptx
21121F0097.pptx
HashithaReddy1
 
Tunnelpoint Pitch
Tunnelpoint PitchTunnelpoint Pitch
Tunnelpoint Pitch
tunnelpoint
 
The wonderful world of SharePoint 2010 service apps
The wonderful world of SharePoint 2010 service appsThe wonderful world of SharePoint 2010 service apps
The wonderful world of SharePoint 2010 service appsToni Frankola
 
#NextIsNow System Center Q1 2014 from Cireson
#NextIsNow System Center Q1 2014 from Cireson#NextIsNow System Center Q1 2014 from Cireson
#NextIsNow System Center Q1 2014 from Cireson
Cireson
 
Ddps 2013 office web apps
Ddps 2013 office web appsDdps 2013 office web apps
Ddps 2013 office web apps
thinkofdevil
 
iContract.pptx
iContract.pptxiContract.pptx
iContract.pptx
Manish Chauhan
 
SUGUK - News - 2013-12
SUGUK - News - 2013-12SUGUK - News - 2013-12
SUGUK - News - 2013-12
Mark Stokes
 
Creating Engaging SAP User Interfaces with Adobe Flex
Creating Engaging SAP User Interfaces with Adobe FlexCreating Engaging SAP User Interfaces with Adobe Flex
Creating Engaging SAP User Interfaces with Adobe Flex
Matthias Zeller
 

Similar to EchoSign Summer 2011 Release Notes (20)

EchoSign Summer 2011 Release: eCollaboration and More
EchoSign Summer 2011 Release: eCollaboration and MoreEchoSign Summer 2011 Release: eCollaboration and More
EchoSign Summer 2011 Release: eCollaboration and More
 
EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12EchoSign Winter 2012 Release - Feb '12
EchoSign Winter 2012 Release - Feb '12
 
V6.3
V6.3V6.3
V6.3
 
Winter 15 : Salesforce
Winter 15 : SalesforceWinter 15 : Salesforce
Winter 15 : Salesforce
 
Salesforce.com to e-conomic Integration Solution
Salesforce.com to e-conomic Integration SolutionSalesforce.com to e-conomic Integration Solution
Salesforce.com to e-conomic Integration Solution
 
EchoSign E-Signature Winter '11 Release and New Features
EchoSign E-Signature Winter '11 Release and New FeaturesEchoSign E-Signature Winter '11 Release and New Features
EchoSign E-Signature Winter '11 Release and New Features
 
Echo sign fall 2012 release - Whats new
Echo sign fall 2012 release - Whats newEcho sign fall 2012 release - Whats new
Echo sign fall 2012 release - Whats new
 
Bitrix Intranet Version 11.0 Presentation
Bitrix Intranet Version 11.0 PresentationBitrix Intranet Version 11.0 Presentation
Bitrix Intranet Version 11.0 Presentation
 
Digital disruption: SharePoint and CoSign Digital Signatures
Digital disruption: SharePoint and CoSign Digital SignaturesDigital disruption: SharePoint and CoSign Digital Signatures
Digital disruption: SharePoint and CoSign Digital Signatures
 
Dev day paris020415
Dev day paris020415Dev day paris020415
Dev day paris020415
 
Affordable New Office for Your Small Biz [o365]
Affordable New Office for Your Small Biz [o365]Affordable New Office for Your Small Biz [o365]
Affordable New Office for Your Small Biz [o365]
 
Salesforce Winter Release
Salesforce Winter ReleaseSalesforce Winter Release
Salesforce Winter Release
 
21121F0097.pptx
21121F0097.pptx21121F0097.pptx
21121F0097.pptx
 
Tunnelpoint Pitch
Tunnelpoint PitchTunnelpoint Pitch
Tunnelpoint Pitch
 
The wonderful world of SharePoint 2010 service apps
The wonderful world of SharePoint 2010 service appsThe wonderful world of SharePoint 2010 service apps
The wonderful world of SharePoint 2010 service apps
 
#NextIsNow System Center Q1 2014 from Cireson
#NextIsNow System Center Q1 2014 from Cireson#NextIsNow System Center Q1 2014 from Cireson
#NextIsNow System Center Q1 2014 from Cireson
 
Ddps 2013 office web apps
Ddps 2013 office web appsDdps 2013 office web apps
Ddps 2013 office web apps
 
iContract.pptx
iContract.pptxiContract.pptx
iContract.pptx
 
SUGUK - News - 2013-12
SUGUK - News - 2013-12SUGUK - News - 2013-12
SUGUK - News - 2013-12
 
Creating Engaging SAP User Interfaces with Adobe Flex
Creating Engaging SAP User Interfaces with Adobe FlexCreating Engaging SAP User Interfaces with Adobe Flex
Creating Engaging SAP User Interfaces with Adobe Flex
 

Recently uploaded

From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...
From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...
From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...
Product School
 
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdfSmart TV Buyer Insights Survey 2024 by 91mobiles.pdf
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf
91mobiles
 
State of ICS and IoT Cyber Threat Landscape Report 2024 preview
State of ICS and IoT Cyber Threat Landscape Report 2024 previewState of ICS and IoT Cyber Threat Landscape Report 2024 preview
State of ICS and IoT Cyber Threat Landscape Report 2024 preview
Prayukth K V
 
Neuro-symbolic is not enough, we need neuro-*semantic*
Neuro-symbolic is not enough, we need neuro-*semantic*Neuro-symbolic is not enough, we need neuro-*semantic*
Neuro-symbolic is not enough, we need neuro-*semantic*
Frank van Harmelen
 
Elevating Tactical DDD Patterns Through Object Calisthenics
Elevating Tactical DDD Patterns Through Object CalisthenicsElevating Tactical DDD Patterns Through Object Calisthenics
Elevating Tactical DDD Patterns Through Object Calisthenics
Dorra BARTAGUIZ
 
UiPath Test Automation using UiPath Test Suite series, part 4
UiPath Test Automation using UiPath Test Suite series, part 4UiPath Test Automation using UiPath Test Suite series, part 4
UiPath Test Automation using UiPath Test Suite series, part 4
DianaGray10
 
Accelerate your Kubernetes clusters with Varnish Caching
Accelerate your Kubernetes clusters with Varnish CachingAccelerate your Kubernetes clusters with Varnish Caching
Accelerate your Kubernetes clusters with Varnish Caching
Thijs Feryn
 
Mission to Decommission: Importance of Decommissioning Products to Increase E...
Mission to Decommission: Importance of Decommissioning Products to Increase E...Mission to Decommission: Importance of Decommissioning Products to Increase E...
Mission to Decommission: Importance of Decommissioning Products to Increase E...
Product School
 
FIDO Alliance Osaka Seminar: FIDO Security Aspects.pdf
FIDO Alliance Osaka Seminar: FIDO Security Aspects.pdfFIDO Alliance Osaka Seminar: FIDO Security Aspects.pdf
FIDO Alliance Osaka Seminar: FIDO Security Aspects.pdf
FIDO Alliance
 
De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...
De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...
De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...
Product School
 
FIDO Alliance Osaka Seminar: Passkeys at Amazon.pdf
FIDO Alliance Osaka Seminar: Passkeys at Amazon.pdfFIDO Alliance Osaka Seminar: Passkeys at Amazon.pdf
FIDO Alliance Osaka Seminar: Passkeys at Amazon.pdf
FIDO Alliance
 
The Future of Platform Engineering
The Future of Platform EngineeringThe Future of Platform Engineering
The Future of Platform Engineering
Jemma Hussein Allen
 
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Albert Hoitingh
 
When stars align: studies in data quality, knowledge graphs, and machine lear...
When stars align: studies in data quality, knowledge graphs, and machine lear...When stars align: studies in data quality, knowledge graphs, and machine lear...
When stars align: studies in data quality, knowledge graphs, and machine lear...
Elena Simperl
 
FIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdf
FIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdfFIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdf
FIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdf
FIDO Alliance
 
UiPath Test Automation using UiPath Test Suite series, part 3
UiPath Test Automation using UiPath Test Suite series, part 3UiPath Test Automation using UiPath Test Suite series, part 3
UiPath Test Automation using UiPath Test Suite series, part 3
DianaGray10
 
GraphRAG is All You need? LLM & Knowledge Graph
GraphRAG is All You need? LLM & Knowledge GraphGraphRAG is All You need? LLM & Knowledge Graph
GraphRAG is All You need? LLM & Knowledge Graph
Guy Korland
 
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...
DanBrown980551
 
Assuring Contact Center Experiences for Your Customers With ThousandEyes
Assuring Contact Center Experiences for Your Customers With ThousandEyesAssuring Contact Center Experiences for Your Customers With ThousandEyes
Assuring Contact Center Experiences for Your Customers With ThousandEyes
ThousandEyes
 
Transcript: Selling digital books in 2024: Insights from industry leaders - T...
Transcript: Selling digital books in 2024: Insights from industry leaders - T...Transcript: Selling digital books in 2024: Insights from industry leaders - T...
Transcript: Selling digital books in 2024: Insights from industry leaders - T...
BookNet Canada
 

Recently uploaded (20)

From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...
From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...
From Daily Decisions to Bottom Line: Connecting Product Work to Revenue by VP...
 
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdfSmart TV Buyer Insights Survey 2024 by 91mobiles.pdf
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf
 
State of ICS and IoT Cyber Threat Landscape Report 2024 preview
State of ICS and IoT Cyber Threat Landscape Report 2024 previewState of ICS and IoT Cyber Threat Landscape Report 2024 preview
State of ICS and IoT Cyber Threat Landscape Report 2024 preview
 
Neuro-symbolic is not enough, we need neuro-*semantic*
Neuro-symbolic is not enough, we need neuro-*semantic*Neuro-symbolic is not enough, we need neuro-*semantic*
Neuro-symbolic is not enough, we need neuro-*semantic*
 
Elevating Tactical DDD Patterns Through Object Calisthenics
Elevating Tactical DDD Patterns Through Object CalisthenicsElevating Tactical DDD Patterns Through Object Calisthenics
Elevating Tactical DDD Patterns Through Object Calisthenics
 
UiPath Test Automation using UiPath Test Suite series, part 4
UiPath Test Automation using UiPath Test Suite series, part 4UiPath Test Automation using UiPath Test Suite series, part 4
UiPath Test Automation using UiPath Test Suite series, part 4
 
Accelerate your Kubernetes clusters with Varnish Caching
Accelerate your Kubernetes clusters with Varnish CachingAccelerate your Kubernetes clusters with Varnish Caching
Accelerate your Kubernetes clusters with Varnish Caching
 
Mission to Decommission: Importance of Decommissioning Products to Increase E...
Mission to Decommission: Importance of Decommissioning Products to Increase E...Mission to Decommission: Importance of Decommissioning Products to Increase E...
Mission to Decommission: Importance of Decommissioning Products to Increase E...
 
FIDO Alliance Osaka Seminar: FIDO Security Aspects.pdf
FIDO Alliance Osaka Seminar: FIDO Security Aspects.pdfFIDO Alliance Osaka Seminar: FIDO Security Aspects.pdf
FIDO Alliance Osaka Seminar: FIDO Security Aspects.pdf
 
De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...
De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...
De-mystifying Zero to One: Design Informed Techniques for Greenfield Innovati...
 
FIDO Alliance Osaka Seminar: Passkeys at Amazon.pdf
FIDO Alliance Osaka Seminar: Passkeys at Amazon.pdfFIDO Alliance Osaka Seminar: Passkeys at Amazon.pdf
FIDO Alliance Osaka Seminar: Passkeys at Amazon.pdf
 
The Future of Platform Engineering
The Future of Platform EngineeringThe Future of Platform Engineering
The Future of Platform Engineering
 
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
 
When stars align: studies in data quality, knowledge graphs, and machine lear...
When stars align: studies in data quality, knowledge graphs, and machine lear...When stars align: studies in data quality, knowledge graphs, and machine lear...
When stars align: studies in data quality, knowledge graphs, and machine lear...
 
FIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdf
FIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdfFIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdf
FIDO Alliance Osaka Seminar: The WebAuthn API and Discoverable Credentials.pdf
 
UiPath Test Automation using UiPath Test Suite series, part 3
UiPath Test Automation using UiPath Test Suite series, part 3UiPath Test Automation using UiPath Test Suite series, part 3
UiPath Test Automation using UiPath Test Suite series, part 3
 
GraphRAG is All You need? LLM & Knowledge Graph
GraphRAG is All You need? LLM & Knowledge GraphGraphRAG is All You need? LLM & Knowledge Graph
GraphRAG is All You need? LLM & Knowledge Graph
 
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...
 
Assuring Contact Center Experiences for Your Customers With ThousandEyes
Assuring Contact Center Experiences for Your Customers With ThousandEyesAssuring Contact Center Experiences for Your Customers With ThousandEyes
Assuring Contact Center Experiences for Your Customers With ThousandEyes
 
Transcript: Selling digital books in 2024: Insights from industry leaders - T...
Transcript: Selling digital books in 2024: Insights from industry leaders - T...Transcript: Selling digital books in 2024: Insights from industry leaders - T...
Transcript: Selling digital books in 2024: Insights from industry leaders - T...
 

EchoSign Summer 2011 Release Notes

  • 1. Summer 2011 Release | New Features
  • 2. EchoSign Web – Summer 2011 Collaboration 2.0: Signer Editing with Real-Time Tracked Changes SAML Single Sign On EchoSign Forms 2.0: Field Validation, Checkbox text tags User Management 2.0: Create and update users in bulk, Export user list Enhanced Reports Data Export API v11 SAP, Xobni Integrations Korean, Traditional Chinese, More Languages More …
  • 3. EchoSign Web – Summer 2011 New! e-Collaboration and Signer Editing with Tracked Changes
  • 4. Now! Allow your signers to not just sign, but edit and suggest changes to your contracts as well 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 You must enable Signer Editing on the Account tab – not enabled by default Select from Send Page (Once Enabled) Supported file formats are Microsoft Word, Text, RTF and Google Docs, but today, not Excel, PowerPoint, PDF, etc. It’s Optional – If You Don’t Want Signer Editing, It’s Turned OFF by Default Signer Editing: How it Works
  • 5. Signer Editing: Signers Can Suggest Changes in Real-Time, on the Web … Signer reviews the document as before on EchoSign, can now also “Suggest Changes” (if you allow it) Clicking "Suggest Changes" allows the Signer to edit the document online in real-time An online Google Docs editor allows the signer to suggest revisions to the document. No need to have a Google account or register for anything When done, the Signer submits the document back to the sender to review, reject, and/or allow, and resend
  • 6. Sender Can Then Review Changes On-Line in Real-Time – or Off-Line in Word If changes are proposed, the Sender is immediately notified by e-mail with the proposed changes, including a Word file with Tracked Changes enabled Sender can review changes on-line in real-time (even on an iPad) and a Microsoft Word file with 'Tracked Changed' showing suggested edits from the signer is also attached to the email notification -- and can easily be forwarded on to legal or other 3d parties to review off-line, outside of EchoSign
  • 7. Signer Editing: You Can Accept, Reject, Mark-Up Online or Offline 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. OR, IF YOU PREFER 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. >> Either way, Sender controls the revisions to the document, the Signer only proposes changes.
  • 8. EchoSign Web – Summer 2011 Collaboration 2.0: Signer Editing with Tracked Changes SAML Single Sign On EchoSign Forms 2.0: Field Validation, Checkbox text tags User Management 2.0: Create and update users in bulk, Export user list Enhanced Reports Data Export API v11 SAP, Xobni Integrations Korean, Traditional Chinese, More Languages More …
  • 9. EchoSign for Salesforce customersSAML now allows you to sign in to EchoSign using your Salesforce credentials! SAML Single Sign On Single-Sign-On to EchoSign with your corporate network. Security Users must log in to your corporate network to gain access to EchoSign. Control Grant or block access to EchoSign from a central location. Ease of Use Users no longer have to remember an additional set of credentials (*) Your corporate network needs to support the SAML protocol. If your corporate network does not support SAML, contact us to discuss other options to enable Single-Sign-On through one of our partners.
  • 10. EchoSign Forms 2.0: New Features Form Field Validation Ensure signers enter legal values before they sign. Defining validations rules PDF forms validation rules are automatically imported. Set validation rules in EchoSign Text Tags For example: {{*cell_es_sender.phone}} {{startdate_es_signer2.date}} {{days_es_signer.num(>0,<60)} Can also create validations using EchoSign’s Drag-and-Drop Authoring page using standard ‘Create Form’ or Widget on EchoSign homepage Now: Position Check boxes using EchoSign Text Tags For example: {{[]}}, {{[x]_es_signer}}, etc.
  • 11. Advanced User Management Filter and search for users in your account You may also export your user list to a CSV file Batch create and update users Create new users Move users between groups Update users’ email addresses and other properties Change users’ admin permissions
  • 12. Enhanced Reports Data Export Report Export now contains additional data about each transaction Agreement Name Created Date Agreement Status Last Transaction Date Sender Name, Email, Group Workflow Signature Type new - Recipient Emails new - Signer names, date of signing, IP address new - Next signer’s email address
  • 13. Faster Confirmation; Force Reasonfor Rejection Immediate Signing Confirmation Signers receive even faster, immediate confirmation when signing is complete, even as images are rendering. Mandatory Reject Reason Admins can now require signers to supply a reason for refusing to sign an agreement. The reason is automatically included in the audit trail.
  • 14. Customize Terms of Use; New Feature Notificaitons Customize and Optionally Mandate Separate Agreement to Terms of Use Require signer to explicitly agree tounique terms and to conduct businesselectronically with your company, or with other terms relevant to your Company (e.g., unique or customer- specific consumer consent provisions). ‘New’ feature notification Admins are notified from within EchoSign with new feature and service announcements
  • 15. More Languages:Korean, Traditional Chinese Korean and Chinese (Traditional) Korean and Chinese Traditional were added to our growing list of supported signing languages.
  • 16. API v11 Asdasd New functions: Retrieve all your widgets, library documents, all docs across your API key, more
  • 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: http://www.xobni.com/gadgets/echosign
  • 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: http://goo.gl/AJKRu
  • 19. Coming Soon … A New Way to Think About Mobile Contracts EchoSign Global Edition 2.0
  • 20. Thank You! © 2005-2011 EchoSign, Inc. All Rights Reserved