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
