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Slide 1: Summer 2010 Release Part II | New Features
Slide 2: Key Features • MegaSign 2.0: MegaSign Merge – Send for signature to 1000s with merged personalized data for each signer. • Parallel and Sequential Signing on the Fly – – Now pick on the fly from Send, to send to multiple signers at same time, or in sequence. Combined Sequential+Parallel support in custom workflows • Salesforce Integration Enhancements – – Global and multi-language per document (and per account) Set individual document expirations • Signing & Mobile – – – Dynamic Fonts Biometric Signatures on iPad, iPhone and Android New 1-Click E-SIGN User Experience • API v9 • Security Enhancements – – Enhanced PDF (double) encryption Advanced automated second-level document retention and destruction policies
Slide 3: MegaSign Merge MegaSign Merge: Now, in one step, merge custom data into agreements for 1000s to each sign • Every signer can receive a customized agreement that already contains their own signer-specific data. • For example, sender can provide the names and address of each signer which will then dynamically appear in each copy sent over signature • MegaSign Merge requires uploading a CSV file containing the list of recipients and the data that needs to be merged into the document. erge signer-specific data into the agreement. erge data in read-only mode (e.g. Sales price) or allow signers to change it (e.g. update their address). pecify a different message for each signer. pload the list of recipients from file.
Slide 4: Parallel Workflow 2.0 Send an agreement for signature for several signers at the same time, dynamically, and hybrid combos n the Send page – Now toggle between sequential and parallel in one click rom Salesforce or API – Controlled by an account setting determining if sequential or parallel is used ustom workflows – Allow using hybrid sequential and parallel workflows – e.g. send to customer and then send in parallel to 3 internal counter signers dmin can enforce single required signing workflow if desired on Admin tab
Slide 5: Salesforce Global Edition ow, reps can optionally set language and expiration date for each agreement (previously signing language was configured only per account, which remains an option) reat for reps selling to different countries, or selling to a bilingual patch (e.g., English and Spanish)
Slide 6: Salesforce Merge, Send, Sign & Push: One Click nhancements to dynamic document creation from Salesforce.com reate contract, send for signature, sign, push data into Salesforce, in one-click
Slide 7: Signing: New Font Options onts: ynamic Fonts: EchoSign in Advanced Signatures will automatically choose the right font signature for the right signing event – no work for signers or senders rinted/Typed Font: Advanced Signatures accounts can now be configured with a ‘Typed’ Font where neither a simulated signature, nor a biometric signature, is desired
Slide 8: Signing: iPad as Mobile Signature Pad end and Biometrically Sign on iPad (and iPhone, Android) iometrically sign on the iPad apture actual signatures in the browser – sign in person, with real signatures, on the iPad utomatically configures Send page to map to sending options
Slide 9: Signing: One-click E-SIGN Signatures ew: 1-Click Signing igning just got even easier ew UI allows an instant one click, one screen signing experience that is fully -SIGN/UETA compliant an be selected from Account tab
Slide 10: API enhancements erge Data erge data into documents sent through API erge data into Widgets created through API xpose Signing Language and Expiration etermine signing language when sending a document or creating a widget et expiration date through the API llows exposing these features in Salesforce
Slide 11: Summer 2010 Release Part II | New Features