EchoSign eSignatures Summer 2011 Release Notes

1. Summer 2011 Release | New Features
© 2005-2011 EchoSign, Inc. All Rights Reserved

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 …
© 2005-2011 EchoSign, Inc. All Rights Reserved

3. EchoSign Web – Summer 2011
• New! e-Collaboration and Signer Editing with Tracked Changes
© 2005-2011 EchoSign, Inc. All Rights Reserved

4. 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
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
© 2005-2011 EchoSign, Inc. All Rights Reserved

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
© 2005-2011 EchoSign, Inc. All Rights Reserved

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
© 2005-2011 EchoSign, Inc. All Rights Reserved

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.
© 2005-2011 EchoSign, Inc. All Rights Reserved

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 …
© 2005-2011 EchoSign, Inc. All Rights Reserved

9. 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!
© 2005-2011 EchoSign, Inc. All Rights Reserved

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.
© 2005-2011 EchoSign, Inc. All Rights Reserved

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
© 2005-2011 EchoSign, Inc. All Rights Reserved

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
© 2005-2011 EchoSign, Inc. All Rights Reserved

13. 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.
© 2005-2011 EchoSign, Inc. All Rights Reserved

14. Customize Terms of Use;
New Feature Notificaitons
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
© 2005-2011 EchoSign, Inc. All Rights Reserved

15. More Languages:
Korean, Traditional Chinese
Korean and Chinese (Traditional)
Korean and Chinese Traditional were added
to our growing list of supported signing languages.
© 2005-2011 EchoSign, Inc. All Rights Reserved

16. API v11
• Asdasd
New functions: Retrieve all your widgets, library documents, all docs
across your API key, more
© 2005-2011 EchoSign, Inc. All Rights Reserved

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
© 2005-2011 EchoSign, Inc. All Rights Reserved

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
© 2005-2011 EchoSign, Inc. All Rights Reserved

19. Coming Soon …
• A New Way to
Think About Mobile
Contracts
• EchoSign Global
Edition 2.0
© 2005-2011 EchoSign, Inc. All Rights Reserved

20. Thank You!
© 2005-2011 EchoSign, Inc. All Rights Reserved