EchoSign Summer 2011 Release: eCollaboration and More

Summer 2011 Release | New Features

© 2005-2011 EchoSign, Inc. All Rights Reserved

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 …


• New! e-Collaboration and Signer Editing with Tracked Changes


Signer Editing: How it Works

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

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: 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 by a
Signer, the Sender is notified
by e-mail with the proposed
changes immediately:

– Sender Can Review Online
in EchoSign

– And, EchoSign emails the
Sender a Word file with
Tracked Changes enabled

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


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.



• 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 …


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 for Salesforce customers
SAML now allows you to sign in to EchoSign using your Salesforce credentials!


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 Reason
for 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;
In-App New Feature Notifications

Customize and Optionally Mandate
Separate Agreement
to Terms of Use
Require signer to explicitly agree to
unique terms and to conduct business
electronically 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!


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