Adobe EchoSign Winter 2013

December 2013

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Winter 2013 Release Themes

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Extending Document Use & Improved Flexibility Usability Improvement Platform & API Enhancements

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Flexibility: Form Field Layer Templates

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Create reusable form field templates to define field types, field locations and field properties. Share and publish form field templates throughout the organization. Ensure consistency of data fields and validation rules by applying field templates when sending document from the Web UI and through the API.

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

Flexibility: Form Field Layer Templates Use Case Examples

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Documents generated by external parties, 3rd party systems, or published by regulatory bodies and cannot be easily edited to include EchoSign form fields (e.g. loan docs, insurance forms). Organizational processes that require documents contain a standardized set of fields which follow a specific pattern or meet specific validation requirements. Documents may require different number of signatories depending on the business process.

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

Usability: Improved Document Readability During Authoring & Signing

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Zoom in and out of documents for better readability during signing and form field authoring. Highest quality Adobe PDF image processing technologies.

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Usability: Drag and Drop Files on the Send page

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Drag and drop multiple files to the Send page.

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Usability: Library Templates Enhancements

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Manage/Edit library template names through the Web UI. Adding participants when creating library templates. UI modifications for improved usability.

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Usability: Multi-line Text Fields

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Create multi-line form fields within documents using Web UI, EchoSign Text Tags and PDF Form Fields.

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Usability: Hyperlinks in Documents

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Create or edit hyperlinks in documents through the Web UI. Full support for PDF hyperlinks. Hyperlinks clickable during signing and can navigate the user to a location within the document or to an external URL.

Feature available for Enterprise & Global Account Tiers

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Usability: Define & Control Form Field Font Properties

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Define the appearance of form fields including Font, Font Size and Text Alignment through Web UI and EchoSign Text Tags. Form field properties are respected during signing and in the signed PDF document.

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

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Usability: Require Explicit Consent to Terms of Use

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Customers can require their signers to explicitly accept the terms of use and consumer disclosures before viewing and signing the document.

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

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Platform: REST API

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Brand new REST-based API for accessing the capabilities of EchoSign service. Methods for key processes.
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Creating and sending agreements Tracking status of agreements Agreements information Library documents User management

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Interactive developer portal for learning and trying the new APIs.

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Platform: Library Document API Enhancements

Mix and match library documents with uploaded documents. Send multiple library documents in a single API transaction. Merge data in form fields for library documents when sending via API.

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

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Platform: Merge Signer Specific Data for Mega Sign via API
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Include a CSV file containing the list of recipients and the data that needs to be merged into the document when initiating a Mega Sign transaction.

Every Mega Sign signer will receive a customized agreement containing unique data specific to the signer as specified in the CSV file.

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

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Platform: New API Methods for Changing Signer

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Replace Signer for transactions that have already been sent for signature. Delegate signing to another individual. Reject signing a document.

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

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Platform: Addressing Your Feedback

What we heard Improve Performance & Availability Progress weve made
! New datacenter launch completed, >$3.5M investment ! Performance increased 15 20% ! New Disaster Recovery (DR) capabilities launched

Improve the Customer

Support Experience

! New 7 x 24 support launched ! New Chat-based support system ! New Community Forum launched ! Industry-leading client success model

Improve the Billing

experience

! Manage your account ! Update your credit card information ! Print invoices

* Will be available in January 2014

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

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And Many Other Enhancements Based on Your Requests

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Support resizable signature and initials fields through text tags and authoring. Support upload of any file type from Google Drive. Enhanced Localization Support.
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Support Turkish and Czech languages Support non-Latin characters in cursive signatures, including Chinese, Japanese, and Korean

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Ability to suppress the "Manage your agreements" link for customers which do not use the web application. Allow filter by active workflow, and set up monthly schedules in reports. Exporting read-only fields in Reports, from the Manage page and through the API.

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And Many Other Enhancements Based on Your Requests (continued)

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KBA Enhancements
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Support configurable KBA profiles Specify signers name for KBA when using a widget

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Calculated Fields enhancements

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Support calculated fields duplications Support calculated fields validation in Asian languages Values of read only fields can be used with calculated fields and conditional fields

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Enhancements for integration with Adobe Reader and Adobe Acrobat

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Documents signed in Adobe Acrobat and Adobe Reader are grouped in Signed in Acrobat and Signed in Reader folders on the Manage page Updated Download page for recipient to retrieve the signed documents Download event by the recipient is recorded in the audit trail

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Announcing

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The Fastest & Easiest E-Sign Experience is Getting Better

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Brand new E-Sign UI with completely redesigned user experience Consistent signing experience across all devices and screens New e-sign experience is currently in alpha and will be rolled out to all customers over the next couple of releases

We would love to get your feedback on our new signing experience

! If you would like to participate, please contact pm@echosign.com with your name, phone, affiliation, and current price plan tier. We will contact selected users from different background for discussions.
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2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

And Introducing eVaulting Support

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

EchoSign Now Supports Integration For eVaulting

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Contract documents for certain class of documents and types of transactions can be securitized for secondary market.
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These transactions frequently require multiparty collaboration, integration with business processes and downstream evidentiary and compliant lifecycle management. Contracts can be transferred, pooled, or resold. E.g. Consumer lending, commercial leasing, auto finance, mortgage & home equity, etc.

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eVaulting helps address specific compliance requirements for these types of transactions.
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Original copy of signed documents must be kept secure as source records. Original copy of the signed document must be owned by a single entity. Every additional copy of the signed document is marked as a Copy of Original.

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EchoSign provides complete set of API to support integration with eVaulting vendors.
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Support integration with eOriginal out-of-the-box.

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EchoSign Integration with eOriginal

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One-time initial setup for integration done by EchoSign Customer Support. Agreements can be sent to eVault by default for the entire account or on a per agreement basis. PDF copies of agreements downloaded from EchoSign are automatically watermarked. EchoSign audit trail maintains a record of the vaulting activity.

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

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Other EchoSign Integrations

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EchoSign for Salesforce V14 - Available now

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Full support for the new Salesforce1 platform and significant usability improvements.

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EchoSign for Microsoft Dynamics CRM 2013 Coming in January 2014

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EchoSign will provide an integration with Microsoft Dynamics CRM 2013.

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EchoSign for Microsoft Dynamics CRM - Available now

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Updated version of the integration includes some quality improvements and user enhancements.

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EchoSign for Microsoft SharePoint 2010 - Available now

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Updated version includes significant new functionality and customization capabilities.

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EchoSign for Microsoft SharePoint 2013 - Available now

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Updated version with quality improvements and new workflow capabilities.

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

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Get Adobe EchoSign Applications

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

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