Adobe Sign Release Notes: 2015
New and Improved Capabilities
Rebranding
With Adobe eSign services as a core component of Adobe Document Cloud, you’ll see Adobe Document Cloud where you previously saw Adobe EchoSign as evidence of the rebranding. The new Adobe Document Cloud logo also reflects the rebranding.
What this means for you: All the e‑signing capabilities you currently have remain the same. If your account has been customized with your organization’s branding, you will see no change to your logo. On the other hand, if your account showed a co-branded logo, the co-branding will be updated to reflect the new branding for the Adobe Document Cloud in late April or early May. At that time, you will see your customized logo and the Powered by Document Cloud co-branding.
General User Interface Changes
You will see the following UI changes in this release:
- The tab called Home has been renamed Dashboard. All the functionality that used to be on the Home tab will now exist on the Dashboard tab.
- Only your first name is displayed on the top right side in the header.
- The Get Help link has been replaced with a help icon.
New Account Admin User Interface
In the January 2015 release, we introduced the new Account Admin UI in beta. Starting with this release, the new Account Admin UI is enabled for all accounts by default. Account administrators can switch back and forth between the new UI and the legacy UI (Standard Account Admin).
What this means for you: You can continue to use the Standard Account Admin UI if you prefer. To do this, click Standard Account Admin on the Account page. However we strongly encourage you to start using the new UI, which provides a more modern user experience and new features.
New Search Capability in Account Administration Pages
The new Account administration pages now include a search capability to help you find the settings you are looking for quickly. For example, to find where the “Phone authentication” settings are located, type “Phone” into the Search box and click Enter.
Expanded Group Customizability for Group Administrators
Group administrators now have more control over group settings. Group admins can now easily add new users, manage existing users and customize the settings for their groups to match the organizations business requirements.
API Enhancements
The behavior of the following two APIs has been improved:
- getFormData: This API now always returns basic information about an agreement such as status of the agreement, email address, role, first name, last name, title and company even if the document does not have any form fields on it. In addition to this information, the Transaction Number for the agreement is included in the returned data.
- getDocumentEventsForUser: This API now correctly returns the CREATED event for all transactions initiated by a user. This information can be used to correctly correlate the data returned from the API with the data returned from the reports.
Simplified Sign-on
The default login experience for the eSign services has been updated so that it no longer requires users to remember the fully qualified domain URL for their account specific login. The updated behavior automatically redirects the user to the appropriate account specific URL for login. For accounts that have single sign-on configured using SAML, the new login experience automatically redirects users to the appropriate SAML login URL for authentication and login.
Resolved issues and other enhancements
- Time zone issues, including the issue pertaining to reminders set in non-PST time zones, have been resolved.
- Under Global Settings, the Keep Documents Separate option was ignored when documents were merged into a widget for signing. This issue has been resolved.
- Calculated fields were not displayed on the signed versions of documents if calculated references within the document were read-only fields containing a default value. This issue has been resolved.
The following reminder issues have been resolved:
- Reminders sent through the API were not sent to replacement signers. Now, reminders are sent to replacement signers.
- Reminders could be set by signers and approvers. Now, reminders can only be set by the document sender.
New and Improved Capabilities
Workflow Designer
Tailor signing processes to fit your specific business requirements and create easy-to-follow send experiences for your users so process steps can be followed consistently every time. With this new tool, administrators can design and manage workflows easily with an intuitive drag and drop editor. It's easy to specify the documents to be included in an agreement; the characteristics of the participants including predefined names, roles, and complex routings; the form fields to be pre-filled by the sender; the agreement expiration or password options; and more.
Digital signatures
Comply with regulatory or industry-specific requirements for Advanced Electronic Signatures (AES) with a Qualified Digital Certificate. With complete support for what experts call "digital signatures", Adobe Document Cloud eSign services lets you create workflows that use digital signatures only, or combine e-signatures and digital signatures in the same document. It is the only e-signature solution that lets you authenticate signers via hardware token readers, HSMs, or cloud-based certificates. It also lets you work with any European Union Trust List (EUTL) or Adobe Approved Trust List (AATL) digital certificate provider—or timestamp provider—of your choice.
User permissions delegation
Move business forward easily and without interruption. Let users or administrators delegate account viewing, sending, or modifying to a different person, e.g. when someone is on vacation or leaves the company. Or, set up a virtual account for a team of users so that requests and communications issued by any team member carry the team name, instead of the individual user name.
New and expanded APIs
Expand e-sign options in your enterprise apps with new and expanded APIs that allow you to initiate custom workflows, author and place form fields, manage users and groups, use MegaSign, and much more.
New send agreement experience
Give senders more control over the signing process with a new, easy-to-use Send experience. This new experience has been completely redesigned to combine powerful new features and intuitive options with a responsive design that adjusts itself automatically to fit different window sizes across computers and tablet devices.
Hybrid routing order
Precisely define signing order with options to let people sign sequentially, in parallel, or use a mixture of the two. Specify which participants can sign in parallel and which need to sign in a specific order, then drag-and-drop to rearrange or use numbering to define the signing sequence.
Delegator role
Eliminate delays and errors when the email address of the signer is unknown or when it's necessary to send a request through an agent or intermediary. Instead of identifying a participant as a signer or approver, you can now make them a delegator. When they receive the request, they can delegate signing or approval to the correct person. Both the delegator's and the final signer's actions and contact information will be included in the audit trail.
On-the-fly document correction
Speed and simplify requests for signature. When the wrong document has been sent by mistake, you can simply fix the error and resend your request instead of cancelling and starting over. When modifying agreements, users can add, delete, replace, and reorder documents. Users can also modify the form fields in the documents.
Camera capture
Let users use a mobile device camera to take a photo of their handwritten signature, then use it to sign a document. This is available in the Adobe eSign Manager Document Cloud iOS app.
Signature sync
Give users access to their saved signature across Adobe eSign services web and mobile experiences with automatic synchronization.
Search or filter agreements
Download and view more stored agreements on your mobile device with this new release—and find the right one quickly using search and filter options for files stored on your device. This is available on the Adobe eSign Manager Document Cloud iOS app and Android app.
Enterprise Mobile Management (EMM)
Securely manage employee's mobile apps and devices using Android for Work Enterprise Mobile Management with the Adobe eSign Manager Document Cloud Android app.
New Send experience on Android
Send documents for signature with a more intuitive, reorganized send experience. Plus, if your organization has purchased Knowledge-based authentication (KBA) or phone authentication, you can now use them when sending agreements for signature using the Adobe eSign Manager Document Cloud Android app.
Feature Availability
Feature availability varies by your purchase plan.
- Adobe Document Cloud for enterprise—Premium eSign Services Plan 1 (P1) (formerly the EchoSign Enterprise plan)
- Adobe Document Cloud for enterprise—Premium eSign Services Plan 2 (P2) (formerly the EchoSign Global plan)
Feature |
Adobe Document Cloud Tier |
---|---|
Workflow Designer¥ |
P2 |
Digital signatures |
P2 |
User permissions delegation¥ |
P2 |
New APIs |
P2 |
New send agreement experience ¥ |
All |
Hybrid routing order¥ |
P2 |
Delegator role ¥ |
P2 |
On-the-fly document correction ¥ |
P2 |
Camera capture |
All |
Signature sync |
All |
Search or filter agreements |
All |
Enterprise Mobile Management (EMM) |
P1 and P2 |
New send UI for Android |
All—Note, KBA and Phone authentication are add-on features available in P1 and P2 |
Resolved issues and other enhancements
The following fixes and enhancements have been included in this release:
- Audit reports will now use the sender’s location for event dates and times.
- Fixed infrequent issue with agreement attachment retention.
- Fixed some translation issues when using the languages such as Russian, French, and German.
- Fixed miscellaneous issues with field fonts.
- Fixed issue with editing Party and Company Name for Archived Document.
- Senders will not receive signed-and-filed email when a Widget is signed if they opt-out of this signed-and-filed email.
- Approvers are redirected properly when approving using the createUrlWidget API.
- Signers can only delegate once to one person.
- Fixed an issue so the ALLOW_EXTERNAL_DELEGATION setting works properly.
- A user with Shared Events enabled now receives confirmation email after the first recipient signs.
- Fixed an issue with using hyperlinks in Form Field Layer templates.
- Fixed an issue with deactivate a user with the new Admin page.
- Added more control on what the cc recipient receives, based on their affiliation, when document visibility is turned on.
- Added option to include recipient title and company in the report.
- Added checking when setting Performance Goals for Time to Complete, so value for Green must be less than that of Yellow status.
- Added control if API send should observe account level setting.
- Fixed an issue with checkboxes in non-English languages under some circumstances.
- Support sending agreement for signature to .school, .tech, and .show domains.
- Support defining attachment field for prefill using text tag.
- Signer can override saved signature during signing.