Today, AssureSign is releasing  the latest version of its Salesforce tool, AssureSign for Salesforce CRM v 1.4.0. This new version includes an immediate presentment feature for documents. This feature enables documents to be signed when the document originator and signatory are face-to-face in the same location, such as a customer in a sales office. When the immediate presentment option is selected, a list of available signatories for the current signing step appears. The AssureSign landing page opens in a new window upon selection of a signatory and the signing process may begin.

To ensure signatory security is maintained and immediate presentment is used only according to corporate rules, system administrators may specify which documents may be presented for an immediate signature by modifying settings on templates in the AssureSign administration site,  and may be globally turned on and off from the AssureSign settings section within Salesforce.  The immediate presentment feature thus provides a powerful new option allowing the customer to sign in the most efficient way according to your sales model.

As part of AssureSign’s security enhancements, AssureSign for Salesforce CRM v 1.4.0 also includes the option to set passwords for completed documents.  This important feature works hand in hand with the security settings added in the AssureSign v 2.0.3 release to ensure links to completed documents maintain the security intended when the document template was designed.

Customers may access the latest release of AssureSign for Salesforce CRM at https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t700000007u8D. Previous versions of AssureSign should not be uninstalled prior to installation or data may be lost. If you require assistance with installation or have any questions, please contact AssureSign at support@assuresign.com.