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Posts tagged "API Updates"

August 8, 2013

Integrating Electronic Signatures with your Website or Software

Now, by adding electronic signatures to your own company’s website or software, you can streamline and better manage digital documents — both coming in to your workflow and being sent out from it. Adobe EchoSign allows you to integrate electronic signature capability to your existing website, blog, or software with ease. The integrated solution looks and functions as part of your own website while still providing the level of trust and confidence provided by Adobe EchoSign.

For Your Website

Adobe EchoSign features the easiest signing experience in the industry and the ability to instantly send, e-sign, track, and file documents securely online. If you run your own website or blog, all you need is the EchoSign widget. It allows you to post a document or PDF form for e-signature to any page on your website with just a single line of HTML. For example, you could create a form on your website that all your partners or vendors must fill out as part of your new partner or vendor onboarding process.

Once you have an EchoSign account, all you have to do is click “Create Widget” on your Home tab and upload a document or PDF form. Then we’ll work our magic and give you the HTML code you need to drop into your website automatically. It’s as simple as that.

Once the page is set up you can point people there, and we’ll do the rest. Moments after someone e-signs your document, you (and your signers) will be e-mailed a PDF copy – and a copy will automatically be placed in your EchoSign account.  EchoSign creates an easy to follow audit trail and file management system to make the process completely seamless in a fraction of the time.

For Applications

If you want to get more advanced and actually integrate EchoSign into your own web app, you can do that too. All you need is the EchoSign API.

Adobe EchoSign has prebuilt integration with CRM platforms such as Salesforce.com, Microsoft Dynamics CRM and document management systems such as Box and SharePoint – these integrations are built on the same set of API that we make available to you and your developers. For example if you wanted to incorporate electronic signatures into your financial database or with an open source CRM platform, EchoSign would provide you with a complete professional solution.

The Adobe EchoSign e-Signature Platform utilizes Web Services API for communication with external systems. Web Services is a standard, secure and scalable method of establishing communications between web-based services.

The Adobe EchoSign API requires every developer to have a unique API key allowing them to integrate their solution to EchoSign while applying EchoSign’s permission model to the data they can create or access.

If you want to get started with using our API, sign up for a free Developer Edition today.

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June 27, 2012

Drumroll please….EchoSign Summer Release is here!

EchoSign Summer Release is live! We’re pretty excited about this release because it includes a bunch of new features that customers have told us they want. These aren’t insignificant updates—they’ll make your web contracting processes much easier and even faster.

Adobe Digital Certification for all EchoSign documents
Now, all PDF files sent or downloaded from EchoSign will be certified with an Adobe EchoSign Digital Certificate.  When you see the blue “certified” bar, you have that extra bit of assurance that a file is the real deal and that nobody tampered with it.

echosign_digital_certificate

See the video

 Collect Supporting Documents
We’ve added the ability to collect supporting documents from signers and attach them to a contract, creating a complete package of the deal. (But you can also download attached documents independently.) Think of a mortgage application, for example. It usually includes dozens of documents from the signer, and now you can combine all of those files and move them through the process as a package.  Or if you’re in HR and you need someone to attach a driver’s license as verification — now it’s as easy for your signer to upload verification files as it is to esign. You can also access/download documents via the EchoSign API.

echosign_supporitng_documents
See the video

Approvals
Even before you send a document for an electronic signature, you probably have to get approval from various people. Now, you can integrate that step into EchoSign, too. That’s good for legal reviewers, executives, and anybody else who isn’t an official signer but still needs a chance to approve a document. (And if you want them to initial,sign, or enter information you can require that, too.)

echosign_get_doc_signedSee the video

Conditional Data Fields
This feature is cool because it lets you either show or hide fields based on the data entered during signing. So imagine that you have geographic conditions: all people in the U.S. need to provide certain info, and all people outside the U.S. need to provide different info. You can build that logic right into the document, so it will know which fields to present to the signer. You don’t need multiple versions of the contract floating around.

echosign_conditional_data
See the video

API enhancements
We’ve also added a bunch of API improvements:

  • Account-level callback mechanism to let you push all signed agreements to external systems
  • Updated document retrieval API to retrieve documents for a specific user, or retrieve them separately or combined into a single PDF
  • New APIs that let you specify approvers and download supporting documents

New versions of EchoSign integrations are on the way for NetSuite, SugarCRM, Microsoft Dynamics CRM, and SharePoint. In the meantime, enjoy this new functionality and let us know what you think.

P.S. If you haven’t heard, we also recently released a new version of our iOS app!
Some cool new features:   

  •  Access documents in cloud-based systems such as Box or Dropbox.  You can also send documents directly to EchoSign from the Box OneCloud mobile application
  • Save documents locally and send these documents for signature

… and much more.  Download the app today.

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