1. EchoSign Winter 2012
New Features. New Functionality. New Fun.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

2. EchoSign for the iPad and iPhone is here!
 Send for signature or
Get it signed in person
 Track your documents on the go
 NEW (v1.1 – March 2012)
 Register an account from the iPad.
 Attach documents from DropBox,
Box.net and Google Docs.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2

3. 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
 Specify different authentication methods for internal and external signers.
E.g.
 External signers need to use a password; internal signers do not
 External signers need to use Knowledge Based Authentication; internal signers
use a password
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 3

4. Knowledge Based Authentication (KBA)
 Requires Signers to prove their identity by answering questions taken
from hundreds of public and commercial databases.
 Name on signature is taken the user’s 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.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 4

5. 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 user’s web service profile and
cannot be changed at the time of signing
 Audit trail captures identity verification details.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 5

6. Promote your brand to your signers
 Present a custom message for every signer
 Promote your social media assets (Facebook, Google+, LinkedIn, Twitter)
 Easy to set up on your Account Tab
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 6

7. Masked Fields
 Mask sensitive data entered by signers in the signed PDF
 Simple to set up using text tags
e.g. {{cc_es_signer1.mask}} Masked field
{{ssn_es_signer1.ssn.mask}} Masked SSN field
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 7

8. EchoSign Reports Performance Enhancements
 10x improvement in performance
 Generate reports on hundreds of thousands of agreements in seconds.
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 8

9. And, coming soon ….
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

10. Microsoft CRM & SharePoint Integration – March 2012
 Send documents for signature or get them signed in person
 Dynamically position signatures and fields
 Create dynamic documents in Microsoft CRM and send for signature
 Use EchoSign as part of SharePoint document workflow
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 10

11. EchoSign for Salesforce v12 – March 2012
 New: Merge data from Salesforce to an EchoSign Agreement
 Native SFDC UI to map from any object and constants
 Multiple mapping – can control which one to use using SF logic
 Alternative values (e.g. if contact company phone number is empty, take
Opportunity company name, etc.)
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 11

12. EchoSign for Salesforce v12 – March 2012
 New: Send to EchoSign button + Agreement templates
 Create an agreement using a button on any object (e.g. Opportunity, Account)
 Agreement creation using agreement templates
 Simple Admin UI to determine how to set fields, recipients and attachments
 Create and manage multiple buttons, multiple agreement templates
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 12

13. EchoSign for Salesforce v12 – March 2012
 Improved data mapping from EchoSign to Salesforce
 Map EchoSign agreement fields into any field in Salesforce
 New: Push EchoSign attachments (signed document, audit trail) to any object
 New: Skip a mapping if an EchoSign field value is empty
 New: Automation
 Mark agreements to perform an action (Send, Update, Cancel, Send Reminder)
using Salesforce automation logic and have that action executed without
manual intervention
 New: Advanced customization
 More control over the UI – hide/show fields and actions based on profiles
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 13

14. © 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.