Adobe Sign for Salesforce Release Notes

Salesforce agreement templates now have the option to hook into Adobe Sign's custom workflows, allowing you to map complex signature processes in Adobe Sign, and then import that structure into a Salesforce Tempalte:

Adobe Sign for Salesforce 21.5.11 is a required installation point for organizations that want to continue using Adobe Sign under the new security frameworks being put into place by Salesforce and Adobe Sign (ie: Upgraded APIs).

The 21.5.11 package dereferences two pages (MyEchoSign.page and AboutEchoSign.page) clearing the way for their ultimate removal.

No changes are made in feature capability or user functionality for this package, though some issues have been resolved:

The Winter 2019 Adobe sign for Salesforce (v21) release updates three core elements to the package for new deployments, while maintaining backwards compatibility for existing customers:

• Updates for agreements are pulled from Salesforce (vs. pushed from Adobe Sign)
• The Agreement Template page has been redesigned to improve clarity with a tabbed structure (vs. the scrolling window)

Additionally, adjustments have been made to bring the Salesforce experience into better alignment with the Web experience.  To this end, 

• The new Government ID authentication method has been added
• The event messages for agreements have been adjusted
• Drag and drop support has been added to the Lightning experience

When mapping file storage through the Data Mapping process, a new check box has been added to explicitly force the storage as an Attachment.

If this option is not selected, the content is stored as a File.

v21 changes the update process for Agreements in Salesforce. Instead of pushing updates to Salesforce, Adobe Sign will notify Salesforce that updates are available, and then Salesforce can pull them in. This helps alleviate issues where Salesforce is offline at the time Adobe Sign pushed the update.

Additionally, agreements now update asynchronously, where all previous version were synchronous.

To support the new update process, a new section has been added to the Custom Settings section in Salesforce: Adobe Sign Agreement Update Settings

Five previously existing settings have been relocated to this category from the Adobe Sign Settings section:

Three new settings are being added:

• Show Images – When enabled, images of the agreement PDF are displayed on the agreement page
• Update Agreement Events – When enabled, Salesforce will update the events for agreements when notified by Adobe Sign
• Update Agreement Status – When enabled, Salesforce will actively update agreement statuses when notified by Adobe Sign

Manually updating an agreement now updates all elements of an agreement (recipients, events, Images, etc) instead of just the status.

The Push Map Settings have been re-worked to apply broadly to all Agreements, so the custom settings section that governed these settings has been renamed to better reflect that they apply to the recipients of all agreements, and not just Push agreements.

Additionally, five new settings have been added to expand the ability to update the recipients related to agreements:

• Create Missing Recipients (enabled by default) - Enable this setting to create missing recipients
  • New recipients get created in the case of Agreement Push Mapping, Replace Signer, or Delegate Signer workflow
• Enable Participation Sets - Enable this setting to create and update Participation Sets
• Update Delegated Recipients (enabled by default) - Enable this setting to mark the recipients as Delegated when they are delegated by the Signer or Sender
  • These recipients are hidden from the Agreement View page
• Update Recipients (enabled by default) - Enable this setting to update existing recipients attributes such as Status
• Update Replaced Recipients (enabled by default) - Enable this setting to mark the recipients as Replaced when they are replaced by the Sender from the Manage page
  • These recipients are hidden from the Agreement View page

The manual update process has been improved to update the entire suite of Agreement objects, including all links, images, events, status, and data mappings.

The event descriptions for agreements are being updated with three changes:

• The generic term “Document” is being used instead of the agreement’s name
• The email address of the user is being inserted after the name value
• The IP address is being included

The new Government ID authentication method has been added as a custom option in the Adobe Sign Settings section.

Government ID is a premium identity authentication method that must be enabled by your success manager before it can be deployed.

The Lightning experinece now allows you at add docuemts to your new Agreements by dragging them from your local system and dropping them in the Files area.

Documents added via drag and drop are uploaded to your personal Files in Salesforce.

The Agreement Template interface has been updated to provide improved clarity of the template content in five tabs.

Simple Sign is an easy out of the box component to allow community portal users to sign self service agreements. Add this component to any Salesforce Community Cloud portal (customer, partner, employee, etc.), or embed the component into other Lightning components.

The Adobe Sign CPQ component has been improved to streamline the process of attaching the Quote PDF to the Agreement in one button click using the Generate Adobe Sign button or LEX component.

Overview

The Summer 2018 Salesforce (v20) release expands the functionality within the Lightning experience, and enables several new high-demand features that customers have been asking for.

Support for the Salesforce Process Builder

Actions have been added to support the Salesforce Process Builder. 

Admins can create processes that can trigger Agreement creation from a template, as well as Send, Remind, Update, Cancel and Delete actions.

Expanded Roles for recipients

Three new roles, with the accompanying delegator roles for each, have been added!  Now you can create signature flows that include Acceptor, Form Filler, and Certified Recipients, as types of participants.

Improved Sandbox support

On 3/16/2019, Salesforce will automatically enable a critical update that will strip the URL of the shard identification.

Prior to v20, the URL was used to parse out the shard information, and instruct Adobe Sign as to the nature of the SFDC instance that was attempting to communicate (Production or Sandbox).

After 3/16/2019, customers on v19 or older will need to contact Support to flag their Sandbox environments, allowing the OAuth process to connect.

Customers that have v20+ installed will gracefully navigate the OAuth process, without having to involve Adobe Sign support.

Recipients related to each event they trigger

The Agreement Event object now relates the events with the recipient that triggered the event, allowing for a detailed understanding of the step by step signature process as it relates to the recipients.

Recipient IP address field added

The Agreement Event object has had a new field added: Acting User IP Address

This new field imports the IP address for any event logged against the agreement, and relates it to the user that triggered the event.

Reports can be generated to expose the IP information

Fetch and Update Legacy Document Keys

Accounts that are still using Adobe Sign for Salesforce v13 or older can now upgrade to a modern version of the package, and update the respective document keys for their existing agreements.

v20.8 (Incremental Patch)

Field API Names added to the select list for Data/Merge Mapping

A new setting has been added to expose the API name of a field when defining data or merge mapping.

To enable this feature:

1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings
   • This loads the Custom Settings page
2. Click the label Adobe Sign Settings
   • The Adobe Sign Settings page will load

3. Click the Manage button

 4. Click New (or Edit, if you have configured settings before)

• The Adobe Sign Settings page will load

5. Use your “Find” function (cmd/ctrl + f) to locate Show File API Name

6. Click Save

Resolved Issues

v20.9 (Security Patch)

Customers that are upgrading and have large files or push agreements configured should carefully review the upgrade process before installing the new package:

Upgrade process for large file service

Upgrade process for push agreements

Callback User to replace the Callback Site Profile

Due to security concerns around granting broad object access to a Salesforce callback site, v20.9 introduces a new user-based authentication process which helps ensure superior control over access to agreement objects.

Callback sites have traditionally been used for customers that enable large file service and push agreements. All customers that have one or both of these features enabled are strongly advised to upgrade to v20.9, enable the new Callback User feature, and remove all permissions from the Site user.

The Callback User is enabled through a new control on the Adobe Sign Admin page, just under the Adobe Account link.

v20.11 (Incremental Patch)

Issue 621/14678 overcomes a previous limitation of the Lightning environment that prevented the automatic relationship between an agreement and the parent SFDC object that launched the agreement.

Resolved Issues

The Winter 2018 Salesforce (v19) release expands the functionality within the Lightning experience, and enables several new high-demand features that customers have been asking for.

Batch actions from the Lightning pages

The ability to Create, Send, Remind, Cancel, Delete, and Update agreements in bulk is now available to the Lightning interface, with an improved process that summarizes the action being taken, before the final execution of the action.

New Permission Sets to speed user enablement

Admins that install the Adobe Sign for Salesforce application, but can't opt for the "All Users" option, were faced with a significant manual process to make objects and fields accessible to individual users.

But no more!  With the addition of three new permission sets, Admins can quickly apply all of the permissions to individual users without having to step through each field for each object.

The three options are:

• Adobe Sign User - Minimum required permissions for an Adobe Sign for Salesforce sender user. Includes limited access to the required components included in the managed package: objects, fields, tab, classes and pages.
• Adobe Sign Admin - Minimum required permissions for an Adobe Sign for Salesforce administrator user. Includes full access to all of the components included in the managed package: objects, fields, tab, classes and pages.
• Adobe Sign Integration User - All required permissions for an Adobe Sign for Salesforce integration user. Includes all admin access as well as access to all org data.

Superior Written Signature workflow

Get the accuracy and auditability of electronic signing with handwritten signatures. Let signers fill, print, sign, scan, and return documents without a fax machine. Everything is captured and managed electronically, so you’ll get legible text plus signer verification data in the audit trail.

The Written Signature workflow replaces the antiquated Fax process, and produces a much more consistent and professional result.  Check here for more details.

Email components for Outlook and Gmail

The Adobe Sign for Salesforce Email component will function on the Microsoft Outlook Web App (OWA), Outlook 2016, Outlook for Mac 2016, or Outlook 2013. This same component package also works for the Gmail for Work integration.

The email component is a separate installation, but only takes a few minutes to install and configure.

Click here for installation details.

Improved reflowable Send page for multiple screen sizes

Smaller screen devices are becoming more and more common for regular business actions, and left-right scrolling is painful when you want to get something done efficiently. To help those users that love their tablets, the Send page has been refactored to be flowable into a much wider range of screen widths, without losing any functionality.

Integration component for Salesforce CPQ

Speed your delivery of CPQ quotes directly from Salesforce to your customer's email box, ready to sign using the Adobe Sign CPQ connector component.

Salesforce Community Cloud Portal (Self-Signing) support

Community portals can now include an Adobe Sign component that provides agreements ready to be signed by portal users.

Salesforce Admins have the ability to publish agreements, establish a deadline date, and define a renewal cycle as needed.

Users can access the community site, generate a new agreement, and sign it right from the portal.

v19.4 - Released January 2018

Update Legacy Document keys if upgrading from a version older than v14 

When the Adobe Sign application for Salesforce is upgraded from versions lower than v14 to the current build, users might not be able to perform actions such as Delete, Cancel, View, Remind, or Update on the existing agreements that were sent by other users before upgrade. 

Users may prompt an error when one of these actions is executed, similar to:

“INVALID_DOCUMENT_KEY” or “An internal server error has occurred”

This happens due to a legacy document key style that was used in versions of the application before version 14.

A one-time migration of those legacy keys is required. To this end, a new affordance as described below:

After completing the set-up steps, the following links will be available on the Adobe Sign Admin page:

• Fetch Missing Document Keys – Clicking this link will perform a batch action for fetching missing document keys for existing agreements
• Update Legacy Document Keys - Clicking this link will flush out the existing legacy document keys and fetch the new document keys for all the agreements existing in the org. 

In case there are any agreements that don’t have associated document keys, it will fetch document keys for them as well

Once the agreements have new document keys, users will be able to perform all agreement actions on existing agreements sent by other users.

v19.5 - Released February 2018

Localization for the Norwegian language has been added.

When upgrading from v19.0 – v19.4 to 19.5

Enable Translations (If you already use a localized version of Salesforce, these steps will be done)

• Log in to Salesforce as an Admin
• Navigate to Setup > Platform Tools > User Interface > Translation Workbench > Translate
• Click Enable

Enable Norwegian as a language option

• Log in to Salesforce as an Admin
• Navigate to: Setup > Platform Tools > User Interface > Translation Workbench > Translate Settings
• In the Language pick-list, select Norwegian
• Click Save

Update Translations

• Navigate to: Setup > Platform Tools > User Interface > Translation Workbench > Translate
  • Select the Language as Norwegian
  • Select the Setup Component as Picklist Value
  • Select Object as Agreement

• In the Master Picklist table, expand the Agreement Status folder
• Double-click the column space next to the English status to open the text field where the translation can be entered. Enter the values per the table below:      

o   Click Save

• In the Master Picklist table, expand the Language folder and enter the below values:

o   Click Save

• Change the Object pick-list to Form Field Mapping Entry
• Expand the Source Type folder
• In the Master Picklist table, expand the Language folder and enter the below values:

o   Click Save

The Spring 2016 Salesforce (v18) release introduces the Lightning experience, and the newest update to the Adobe Sign for Salesforce package is "Lightning Ready".  Enabling the Lightning experience is completely up to you, and you can switch back to Salesforce Classic at any time.

In Lightning, the navigation menu on the left provides quick access to your Salesforce objects. You can use the App Launcher to access the Adobe Sign integration package.

See Find Your Stuff in Lightning Experience in the Salesforce Help for more information.

Lightning Experience

Enabling the Lightning Experience is easy:

1. From Setup
2. Click Lightning Experience in the left navigation menu to change the default settings before you switch the view. 
3. Select Switch to Lightning Experience from your profile menu, to change to the Lightning view.

See Enable Lightning Experience in the Salesforce Help for more information. 

Switching back to Salesforce Classic

If you are working in the Lightning Experience, switching back to Salesforce Classic is also easy. Simply click your profile picture in the upper right corner, and select Switch to Salesforce Classic from the menu.

Accessing the Adobe Sign integration application

Once Lightning is enabled, you can click the App Launcher to display the available apps, then click Adobe Sign.

See Opening a Different App in Lightning Experience in the Salesforce Help for more information.

The menu for Adobe Sign displays. From this menu you can access all the familiar Adobe Sign pages and features. Note that the Manage Agreements and Adobe Sign Admin pages are currently only available in Salesforce Classic.

In the Lightning Experience, the Adobe Sign pages have a new, cleaner look.

Enhanced Agreement page

The enhanced Agreements page can be used in both Salesforce Classic and Lightning. Before using this new Agreement page, you must enable the enhanced Agreement page style.

Enhanced Agreement Layout experience:

The enhanced Agreement page layout provides senders with all of the functionality of the previous layout plus additional features. The enhanced agreement page is available in both Salesforce Classic and Lightning.

To get to the enhanced agreement page, choose ‘Agreements’from the ITEMS menu on the lightning page or the left navigation menu on the Classic page.

1. Recipients are numbered now as shown above. You can use recipient numbering to reorder recipients to create sequential routings and to create hybrid and parallel routings.

2. Sender can now quickly add themselves as a recipient anywhere in the routing, not just first or last, using Add Me and numbering.

3. Groups can be specified as recipients.

4. Private message can be added. Clicking the message bubble icon displays the Add a Private Message dialog. The bubble will appear slightly gray if you have a message.

5. Identity Verification

6. Select a related Contract

7. Select files from your document library or online storage accounts—You can now click Add Files to access the Select Files dialog and all the file sources that are enabled.

New recipient role: Delegator

In addition to Approver and Signer, admins and senders can now add Delegator to the recipient workflows. Delegators receive the agreement, but are not expected to sign.  Instead they will route the agreement to the approver or signer they choose. 

Great for situations where the signer/approver isn’t known until the signature process is underway, these two new roles will give you the flexibility to start gathering signatures immediately, and identify the proper downstream recipients at a later time.

Private messages

You can create unique messages for each recipient in the signing process before sending a document for signature or approval. To add a message, click the Add a private message icon. 

Recipients can easily read the private message during the signing experience. When someone has left a message for one of the recipients, the color of the message bubble will be light gray.

Hybrid routing

In addition to being able to create sequential and parallel recipient routing, you can use the new recipient ordering feature to create hybrid routing that includes parallel and sequential components using the new Send page. You can specify which participants need to sign at the same time (in parallel) and which need to sign in sequential order by dragging and dropping or using numbering order to define the signing sequence. 

Creating hybrid routing:

1. Enter the email addresses of the recipients.

2. To designate two recipients to sign second—in this example severtonea@gmail.com and kmaggerstein@gmail.com—enter a “2” in the routing order field for both. 

When you save the agreement, the email addresses for severtonea@gmail.com and kmaggerstein@gmail.com display as parallel recipients in the second position. Note that the order of subsequent recipients will update to reflect the new routing order. 

Recipient Group

You can speed up the signing processes by giving multiple team members the authority to sign on behalf of the entire group. Add a recipient group first, and then add multiple recipients to the group. Any one of the recipients listed can sign on behalf of the entire group. Recipient groups integrate with Salesforce groups.

Modifying Agreements

You can make on-the-fly document corrections using the new modify agreements feature instead of canceling agreements and starting over. You can use Modify Agreements to add, delete, replace (delete then add), and reorder documents. You can also use the authoring environment to modify fields.

The modify agreements feature is available only on the new Send page. However, it can be used to modify agreements that were initiated before the November 2015 release as long as the transaction meets the “modifiable” criteria. If a document is modifiable, a Modify Agreement link displays on the Manage Agreements page when the document is selected. A modifiable agreement is one that meets the following criteria:

• The agreement has not been signed, approved, or delegated to a signer or approver by the delegator to whom it was assigned.
• The agreement does not include a digital signature or fax signature.
• The agreement has not been initiated from a workflow.

Administration for modify agreements

The modify agreements feature must be turned on globally for your organization, and then the last check box, Allow senders to modify agreements after they have been sent for signature, will appear in the Account | Send Settings options for each user.

Account administrators and group administrators can specify whether you can modify documents that you have sent for signatures by checking the “Allow senders to modify agreements that have been sent for signature” in the Attaching Documents section of the Send Settings parameters in your Account. 

Modifying an agreement

If the modify agreements setting is enabled for your organization or group, you can modify agreements that are in the Out for Signature or Out for Approval sections. (See Modify agreements for more information.)

1. Click the Manage Agreements tab.

2. Click to select a modifiable agreement from the Out for Signature or Out for Approval section, then click the agreement description in the upper-right corner.

The Send page displays in limited editing mode and you cannot make changes in the Recipients or Message sections.

In this Send page, you can add, delete, replace (delete then add), and reorder documents.

To add a document, do one of the following:

• Click Add Files.

• Or, drag-and-drop files from your computer to the Drag More Files Here area.

• To delete a document, click the delete icon (X) to the right.

• To recorder documents, click the grab bar and drag the document to its new position.

Depending on your Send settings, you may be able to use the Preview & Add Signature Fields option to add form fields to the document or documents in the modified agreement. 

• If you do not need to add form fields or do not have the Preview & Add Signature Fields option, then click Update to save your changes.
• If you need to add form fields, enable the Preview & Add Signature Fields option if necessary, then click Update to open the authoring environment. When done in the authoring environment, click Update.

If the agreement has already been signed, when the sender clicks Update the sender gets a message indicating that the recipient has signed, approved, or delegated it.

If the Modify Agreements feature has not been turned on globally for your organization, there are still a few ways that you can make modifications after an agreement has been sent for signatures.

If you scroll down to the bottom of the agreement description, you will see three ways that you can modify an agreement.

The actions you can perform on an existing agreement include replacing a signer, uploading a signed copy, and adding an expiration date.

To replace the current signer, enter the new signer’s email address and the reason that you are replacing the original signer. For example, the original signer might be out-of-the-office during the time you need to have the documents signed. Click the Replace Signer button when you’re finished.

To upload a signed copy, click the Replace Signer link in the agreement description. Type the email address of the new signer and a short message about the reason for replacing the original signer. Note that until the new signer adds their signature, the original signer can still sign the document.

To add an expiration date, click the Add link in the agreement description. Then click the calendar icon to select the expiration date. Select the Notify Current Recipients check box, if you want the recipients to get notified.

Signing, approving, or delegating a modified agreement

The recipient of a modified agreement is notified that the agreement has changed before they can sign, approve, or delegate it.

The recipient can click OK to continue. The signing, approving, or delegating process proceeds as usual.

However, if the agreement has just been modified while the recipient is on the eSign page, the recipient is informed and must click Refresh to continue.

Viewing the history and audit trail of a modified agreement

Information on the events specific to the modification of a document (e.g., Agreement was modified, Agreement modification was acknowledged) can be viewed from the Manage Agreements page.

1. Click the Manage Agreements tab.

2. Single click an agreement to select it, then click the History tab on the right side of the page.

The event history for the agreement displays in the information panel. The transactions related to the modification by the sender and the recipient’s acknowledgement of the modification are noted.

3. Click the Audit Report link in the upper-right corner of the History frame to open a PDF Audit Report. The transactions related to the modification by the sender and the recipient’s acknowledgement of the modification are noted.

Multiple templates per Salesforce object

For customers who are using Salesforce Lightning, our v18 integration will enable admins to configure having more than one template available for any SFDC object.  This is new flexibility for users and admins, enabling them to select the correct template to start the send process. For example, now a user can send an MSA or Partner agreement from an SFDC Account object; both could be available if needed, through Lightning components.

Support for Salesforce Lightning Components 

For Administrators using the Lightning experience, there is a new and extremely easy way to add Adobe Sign into standard and custom SFDC pages. We offer three components to allow the Admins flexibility in building the pages as they see fit.: Adobe Sign Send and Agreement component and an Adobe Sign agreement list

Enhanced Adobe Sign Admin page

The Admin Page has a new cleaner look and all functionality is now on a single page. The tabs have been eliminated. Switch to the Lightning Experience to use the new Adobe Sign Admin Page.

Improved Setup Wizard

Use the improved Setup Wizard to link your Adobe Sign account to your Salesforce account. The Setup Wizard is available from both the Classic and Lightning user interfaces. If your accounts are not already linked, you will see the Setup Wizard when you choose Adobe Sign from within Salesforce.  

You will receive a Success! message when the wizard has linked your account to enable automatic status updates.

Dynamic product list creation

You can now automatically add your product lists to an agreement for signature. The merge mappings have been expanded to include all products tied to an opportunity. You can set which product attributes (like quantity and price) are included in your agreements as well as sort and filter the associated products.

Only I Sign

Your team can now sign any given document with "Only I Sign.” To do so, the sender can select the Sender Signs Only option on the Send Agreement page. The sender can then upload the document, drag and drop any required form fields onto it, and sign it. The document can be sent to the sender and any additional recipients specified. A record of this process is automatically generated in Salesforce, and a copy of the document is stored there as well. The Sender Signs Only option appears if the Enable Sender Signs Only setting is enabled, and it can be set to read-only using the Read Only Sender Signs Only setting.

Custom landing pages post-signing

You can now auto-redirect the signers of an agreement to a specified URL after they sign. For example, you can redirect signers to your company website or a survey page. Also specify how many seconds elapse before executing the redirect. The option to enter a redirect URL and specify the number of seconds is available on the Send Agreement page when the Enable Post Sign Options setting is enabled, and it can be set to read-only using the Read Only Post Sign Options setting.

Support for larger file sizes

Previously, additional setup steps were required to send transactions that included large files. Now you can send larger transactions as follows:

• Manual Workflow—When clicking the Send for Signature button on the Agreements page, you can send a transaction that is up to 4MB, including multiple documents whose summed size is up to 4MB.
• Background Actions—When sending a document using background actions, a single document up to 9MB or multiple documents whose summed size is up to 9MB can be sent.

Note:   Transactions larger than the noted sizes are supported with additional setup.

E-sign alerts within Salesforce

Your team members can now be alerted from within Salesforce when an agreement they’ve sent is about to expire. This option is controlled using the Create Sign Deadline Reminder Event and the Days Sign Deadline Reminder Event. The sender sees a pop- up alert in Salesforce and can then take action by contacting the signer and possibly extending the deadline.

Digital signatures

You can send an agreement out for a digital signature. Digital signatures are preferable to electronic signatures in certain regions (such as the EU) and industries (such as pharmaceutical). The digital signatures feature is currently in beta. Contact Adobe Support if you would like to use digital signatures before November 2015, when it will become generally available.

Simplified Setup Wizard

The new Setup Wizard makes it easier than ever to configure Salesforce after installation. Now you simply need to select the acknowledge option to allow Adobe Document Cloud eSign services to add a trusted remote site for your organization.

Admin control: Hide custom sidebar

If a custom sidebar has been added to the Agreement Editor page—accessed using the View Agreement button—you can now hide this sidebar by enabling the Hide Sidebar for Agreement Editor Page setting.

Admin Control: Auto-provisioning

In previous releases, users were automatically provisioned when they sent or managed agreements. Now you have the option to eliminate auto-provisioning using the Disable User Provisioning setting. Note that this setting does not control the auto- provisioning that occurs when Update Agreement is clicked from the Agreement list

Push releases

With v17, periodic patch updates can now be automatically pushed to your organization, eliminating the extra steps of downloading and installing a new package for dot releases.

Show Me How in-product tutorials

Using a new feature called “Show Me How,” team members can watch easy-to-follow tutorials covering the topics that typically lead to the most confusion.

Service Cloud/Console frames

Adobe Document Cloud eSign services can now be viewed as a frame within the Console view. This eliminates pop-up windows when using Service Cloud or Sales Cloud.

Fully rebranded the application to Adobe Document Cloud eSign services for Salesforce

Enabled OAuth as the authentication method for the package

Salesforce 1 Enabled

• Fully native integration
• Highest rated e-signature app
• e-signatures you trust

Do it all on mobile – send and track agreements from Salesforce1

Send from anywhere

• Send documents for signature from Android or iOS devices

Comply with business policies on the go

• Automatically populate recipients, documents, and agreement options
• Automatically merge Salesforce data into contracts and push signer data back

Manage agreements on the road

• Get real-time notifications and status tracking

Close deals on-site with in-person signing from Salesforce1

• Initiate contract for in-person signature
• Hand device over to client to sign with finger or stylus
• Close the deal and automatically store contract in Salesforce

Verify signer identity – get higher assurance with phone authentication

• Get a streamlined, mobile friendly user experience for identity verification
• Enable two-factor authentication
• Automatically send a verification code via voice or SMS text message

Enable different levels of identity assurance for each signer

Verify identities of participants with two factor authentication

Select a different identity verification method for each recipient

• Unique password
• KBA
• Social identity
• (NEW)  Phone authentication

Easily change authentication method

• Easily reset identity verification settings on documents out for signature
• Use the Manage page to make changes and review other document protection settings

Send and manage in batch – save time and effort

Drive efficiency and create many documents in batches:

• Partner agreements
• NDAs
• Consent forms
• Renewal agreements

Send and manage agreements effortlessly

• Create Agreement
• Send Reminder
• Cancel Agreement
• Update Agreement Status
• Delete Agreement
• Change Owner

Deploy globally – enable e-signatures for your global workforce

Automatically work in language specified in the user’s Salesforce settings

Get a fully localized experience for global Salesforce users:

• Senders
• Signers
• Administrators

Standardize forms and templates to meet business requirements

Upload and reuse documents from EchoSign document library

Apply a form field template to quickly add fields to commonly generated documents

Send contracts in record time – the best experience just got better

• Work with an easier, more modern UI
• Drag and drop to reorder recipients and documents
• Use calendar picker to select expiration dates
• Replace current signer when document is out for signature
• Let recipients sign in any order

Send Agreements from Chatter

Significant Improvements to Data Mappings

Globally Translated Experience for Senders in Salesforce

Optimized Sending

Agreement Templates Improvements:

• Automatically pull recipients from Account Contact Roles
• Automatically attach Quotes when sending from Opportunity object
• Automatically associate the Opportunity and Account to Agreement record when sending from those objects
• Use specific Attachment ID for Agreement attachment
• Use Agreement Templates with Conga Composer

Other  Enhancements:

• Send to more than 6 recipients or send for approval with Conga
• Option to retain Agreements from Lead record even if converted to Account, Contact, or Opportunity

Salesforce Identity Integration

Adobe EchoSign has been tested, validated and documented to integrate with Salesforce Identity, making it easier than ever for IT organizations to enable critical identity and access management features seamlessly and securely

Learn more at: http://www.salesforce.com/identity

Highlights for Version 13 Release

Optimize document workflows for your business needs

• Send documents for approval
• Send quote PDFs and use custom contacts with agreement templates
• Create formulas to calculate data from other fields

Better identify your signers for critical documents

• Enable advanced signer authentication

Get instant updates and collaborate in real-time to close deals with speed

• Adobe EchoSign for Chatter brings you up to date wherever you are

Set up faster and hit the ground running

• Leverage the simple setup wizard and new admin page
• Synchronize Salesforce profiles and EchoSign groups
• Quickly enable document data merge or push signer data back to Salesforce
• Experience step by step guided walk-thrus of key features

Setup Wizard and Improved Admin Page

Send Documents for Approval

Advanced Signer Identity Verification

Use Case Example

Knowledge Based Authentication (KBA)

Web Identity Authentication

Enhanced Workflows for Agreement Templates

Merge Data from Salesforce to Create Documents

Push Data Back to Salesforce

Adobe EchoSign for Chatter

Automated Sync for Salesforce Profiles and EchoSign Groups

EchoSign for Salesforce Guided Walk-thrus

EchoSign Spring 2013 Features

• Create powerful, dynamic forms with calculations and then merge calculated data back to Salesforce
• Add or change signing deadlines after agreement is out for signature
• Exclude internal signers from document deadlines
• Improved document readability during preview or signing
• Require signers to accept your organization’s custom terms of use during signing
• Updated iOS mobile app with offline signing capabilities

Highlights from Version 12 Releases

Version 12 released in Spring 2012:

• Merge data from Salesforce to documents before sending
• Define default agreement options and preferences through agreement templates

Version 12 update (dot release) launched September 2012:

• Associate supporting documents collected from signers with Salesforce objects
• Attach files stored in Salesforce Content repository to send for signature
• Separately attach each signed document to a Salesforce object when multiple documents were sent in a transaction

Improved Admin Page

Merge Data from Salesforce into EchoSign Agreements

Agreement Templates and Send to EchoSign button

Include the Signed Agreement and Audit Trail in Salesforce

Advanced Customization Options

Attach Files from Salesforce Content

Collect Supporting Documents

Adobe PDF Certification For All EchoSign Documents

Conditional Data Fields

Additional EchoSign Form Fields Enhancements

Additional Features

Update Salesforce.com with EchoSign Form Field Data