echosign spring 2013 release - whats new

7/23/2019 EchoSign Spring 2013 Release - Whats New

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2013 Adobe Systems Incorporated. All Rights Reserved.

Adobe EchoSign Spring 2013 Whats NewMay 2013


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Dynamic Documents Through Calculated Fields

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Create fields in agreements forwhich the value gets automaticallycalculated based on a formula orrule.

Define complex calculation rulesusing Text Tags or PDF Forms or

EchoSign Web UI through a fullfeature Expression Builder.

Calculations can be based on formfields or other calculated fields andinclude mathematical functions

and/or conditional logic.

Formulas/rules can also be used tovalidate data entered by the userduring signing.


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Self-Guided Tutorials For Frequently Used Tasks

Web UI instrumented to provide step-by-

step walk-throughs of frequently usedfeatures.

User can get contextual help at any pointin the Web UI by clicking on Show MeHow

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Improved Document Readability During Authoring & Signing

Allow users to zoom in/out for

better readability of agreementsduring signing and form fieldauthoring.

Significantly improved imagequality & performance through

best in industry Adobe imageprocessing libraries.

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Feature will be rolled out to all customers

gradually 8-10 weeks af ter product

release.


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New Rebranded UI

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Rebranded and simplified Web

UI for sending and signingdocuments.


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Enable/Disable Widgets

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Turn off Widgets after completionof data collection period.

Redirect users to external webpages or another Widget accordingto your business needs.

Enable/Disable Widget through the

Web UI & through Web ServicesAPIs.


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Custom Terms Of Use During Signing

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Require signers to accept

customers organization specificterms of use during signing


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Additional Enhancements In Spring 2013

Performance and security enhancements

Dramatic performance improvement at login and loading the Home page

Notifications to users about changes to profile

Improved security for password reset workflow

Document expiration enhancements

Disable document expiration for internal signers

Add or change expiration after document is already out for signature

Forms authoring enhancements

Multi-select using keyboard and mouse

Finer adjust of positions & locations of form fields using keyboard arrow keys

Web Services APIs

Globally unique document identifiers for EchoSign transactions for better integrations

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2013 Adobe Systems Incorporated. All Rights Reserved. 9

All New EchoSign iOS

Mobile Application


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Completely redesigned user

interface for sending, signing andmanaging transactions

Allows documents to besigned offline and automaticallysynchronized back to the cloud

iOS native signing interfaceoptimized for touch interfaceswith high quality zoom andsmooth navigation

Supports getting documentssigned in-person when senderand signer are co-located

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EchoSign Mobile EchoSign for iOS v2


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Send for Signature


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Manage & Track


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Sign


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In-Person Signing


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2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Product Release NotesAdobe EchoSign for Salesforce v13


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Highlights for Version 13 Release

Optimize document workflows for your business needs

Send documents for approval Send quote PDFs and use custom contacts with agreement templates

Create formulas to calculate data from other fields

Better identify your signers for critical documents

Enable advanced signer authentication

Get instant updates and collaborate in real-time to close deals with speed

Adobe EchoSign for Chatter brings you up to date wherever you are

Set up faster and hit the ground running

Leverage the simple setup wizard and new admin page

Synchronize Salesforce profiles and EchoSign groups

Quickly enable document data merge or push signer data back to Salesforce

Experience step by step guided walk-thrus of key features

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Send Documents for Approval

One or more recipients can be

marked as approver(s) in anagreement

Approvers are required to reviewand approve the document

Approvers can also be required to

fill data into the agreement beforeapproving

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Agreement Templates Enhancements

Automate your agreement workflows and send with a click of a button

New: Specify contacts from an Opportunity as recipients to the agreement

New: Specify Salesforce Quote PDFs as files to send for signature

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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

Apply authentication methods for internal or external signers or all signers.

E.g. Ask external signers to verify identity with Knowledge Based Authentication butask signers in your EchoSign account to enter a password before signing agreement

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Knowledge Based Authentication (KBA)

Require Signers to prove their identity by answering questions taken from

public and commercial databases. Name on signature is taken from the users 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.

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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 users web service profile and cannot bechanged at the time of signing

Audit trail captures identity verification details

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Adobe EchoSign for Chatter

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Get Chatter updates when:

agreements sent, viewed, signed

reminders sent

agreement declined by recipient

email not delivered

agreement cancelled

agreement expires

Follow Chatter updates onAgreement, Account, Contract,

and Opportunity records Collaborate to close more deals

faster from anywhere


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Setup Wizard and Improved Admin Page

Step by step wizard walks the Salesforce administrator through setup stepsafter installing or upgrading to EchoSign for Salesforce v13

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Automated Sync for Salesforce Profiles and EchoSign Groups

Synchronize users between Salesforce Profiles and designated EchoSign Groups

Split users into different EchoSign Groups to configure group level settings andreport by group

Salesforce OrgProfiles

Sales West Profile

Sales East Profile

Sales South Profile Sales North Profile Sales EMEA Profile Sales APAC Profile Sales LAM Profile

EchoSign Groups Sales Team West

Sales Team East

Sales Team South

Sales Team North Sales Team EMEA

Sales Team APAC Sales Team LAM


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Easily Configure Merge Mappings and Data Mappings

Configure mappings to merge data into agreements before sending and pushdata from signers back to Salesforce

Easier than ever to input form fields for merge mappings and data mappings


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EchoSign for Salesforce Guided Walk-thrus

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Salesforce Administrators can get step-by-step guided walk-thrus for keyEchoSign for Salesforce features

Powered by Walkme


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