E-Signatures go social with EchoSign in 2010. E-sign with Facebook, Google, LinkedIn and more.

1. Winter 2011 Release | New
Features
(Part I)

2. Top Features in Winter '11 (Part 1)
• Manage Page 2.0
– Google-esque Real-time Search all your documents.
– Support for accounts with up to 10,000,000 documents
• "Husband & Wife" 2.0 Support
– Now much more easily send an agreement to 2+ signers with the same email address.
• Web Identity – E-Sign with Facebook and Linkedin
– Allow/Require signers to provide their web identity
– Sign even easier – now if you can use Facebook, you can sign on the web
– Adds second layer of authentication to signing
• Message Templates
– Create your own message templates (in all languages) and use them on the Send page.
• No-Chrome Signature
– An option to remove all chrome from signatures –
no blue line, no date, etc.
• Global: Enhanced Japanese and Chinese signing support
• Much More!

3. Manage Page 2.0
Search All your documents in real-time, not just the ones loaded on Manage tab
Supports accounts with hundreds of thousands, even millions, of documents.
• Goes live this week for largest accounts
• Will be gradually enabled for smaller accounts over coming weeks – pls let support know if you need
earlier access

4. "Husband and Wife" Signatures
Muchly Improved
(Much improved!): Send a document to two or more signers with the same email address (e.g. so-called
“husband and wife” or “spousal” signing the same real estate agreement.).
Just repeat email address 2 or more times for 2 or more signatures at same email address
Treats each recipient as a separate signer (sends multiple Please Sign emails for each signer)
No configuration required. Works with all signature types now (Basic, Advanced, Biometric, etc.)
Enabled in all accounts and all scenarios (sequential, parallel, Salesforce, API, etc.)

5. New! Web Identity
Signers can now sign with Facebook, LinkedIn, Google, Yahoo, Microsoft Live and Twitter.
• Makes signing even easier – if you can use Facebook, you can e-sign a contract – will extract your
name and details automatically from Facebook, LinkedIn, Google, etc.
• More importantly: Captures Signers’ Web Identity (including photo and link to social graph) as
an additional way to verify their identity.
Can be made mandatory for external signers.
Can act as second-factor authentication in many circumstances (as also requires external 3d party
password)
Enabled on the Signature Preferences Page

6. New! Web Identity: Demo Video
Click on Video below or here for Web Identity Demo (http://www.youtube.com/watch?v=FBZ9KfOB804 ):

7. New! Web Identity
Web Identity Fully and Automatically Captured in EchoSign Audit Trail

8. Enabling Web Identity
• Turned off by default for
existing and most Enterprise
accounts
• Default for most new
accounts; will phase is for
existing Pro, Team and certain
Enterprise/Global accounts
• Enable today on Account Tab
under Signature Preferences –
New Section “Web Identity”

9. New - Message Templates
Create multiple, custom Send page message templates
Pick template from simple drop-down menu on Send
Supports Global Edition (different templates per language)
Account admins can create and administer on Account

10. "No-Chrome" Signature:
Ever More Paper-Like
• Allows customers to remove all
EchoSign formatting from the
signature, for an experience almost
identical to pen-on-paper
• Can be helpful when process
includes forwarding/sending signed
documents to 3rd
parties – especially
when using biometric signatures
• Configurable on the Signature
Preferences page under “Use well-
formatted signatures”

11. EchoSign Global:
Enhanced Chinese and Japanese Support
• E-sign page now 100%
localized in Chinese and
Japanese
• Default signing in Romaji and
romanized fonts; chinese and
japanese fonts supported in
forms
• Configurable on Account tab
for Global Accounts – others,
please contact support
• Don’t see a language you
need? Just let us know. We
probably can add it.

12. EchoSign Global:
Enhanced Chinese and Japanese Support
• E-sign page now 100%
localized in Chinese and
Japanese
• Default signing in Romaji and
romanized fonts; chinese and
japanese fonts supported in
forms
• Configurable on Account tab
for Global Accounts – others,
please contact support
• Don’t see a language you
need? Just let us know. We
probably can add it.

13. Coming Soon
• EchoSign-for-Salesforce v9 following in Q4:
• Even simpler, one screen / one click process
• More cloud-based content integrations
• Details to follow to Salesforce customers
• A complete, total rethink of web-based contracts in early Q1 – this will be big

14. Winter 2011 Release | New
Features
(Part I)