DocuSign Sneak Peek – Hush Hush!

Psst… tomorrow DocuSign will deploy release 41 of the leading Enterprise Contract Execution (ECE) platform, with some really powerful new features that further extends our lead in this market. This post is a sneak peek into some of the new capabilities, so don’t tell anyone.

Smart Envelopes – Enterprise customers with more complicated workflows can now control ‘who sees what’ in an envelope. This means that a single DocuSign envelope can contain multiple documents that are only viewable by certain recipients. For example, the customer signs the contract, but also in the envelope workflow is a ‘for office use only’ form that the sales manager fills out. This way, compound transactions can be managed in a single envelope. I’d like to see FedEx do that!

Custom Branding Controls – DocuSign account admins will now be able to setup their own logo, colors, and email message formats. This has been possible in the past, but required some custom work. Until January, this new capability will be available for ALL accounts to try out free of charge. So grab your color wheel and take it for a test drive.. I think you’ll like it!

New SecureFields form filling tools – My favorite advancement this year has got to be the incredible power of the DocuSign SecureFields technology – this allows any document to become a form, collect information, mask it, and then deliver it back to the sender. And I am talking data field, multi-line, checkbox, radio button groups, & drop down lists.. And, no – we won’t make you use Acrobat Professional to build the forms! With this release, we are enhancing SecureFields with some really cool new stuff -
*Regular Expression support – now you can mask just about any input. Need it to be a valid Visa #? No problem. Need to suppress spaces? Easy. See what you can do with ‘regex’ here.
* Auto-navigation control – now you can custom design the recipient experience when the tab around your forms. Want them to tab to ALL fields required or not? Easy. Want them to tab only to required fields? Simple. You design the experience, we’ll walk them through it.
* International Date/Time support – yes, finally we allow you to choose the date format you want – not just the old 5/5/2008. Pick from 8 different formats to suit your part of the world!
* Secure Hyperlink Fields – Create a hyperlink custom field and drag/drop it into any document. Now you can add a link to external web content right into your envelopes – a video, instruction manual, or anything else!

Salesforce Integration – I talked about this earlier, but this Salesforce integration really rocks! Nothing out there even comes close. DocuSign is now available integrated into Salesforce with some of the most powerful data-mapping tools available. Send any document status and/or even document form data directly into any object in Salesforce. Wow. The DocuSign address book is now integrated directly into the Salesforce contacts, accounts, and opportunities. Very powerrful.

The Engineering team has been busy – thanks folks, this is great stuff.
TG