1. Gartner Group Update
January 30, 2007

2. Agenda Update since last briefing (2005) Key wins
Architecture overview
2007 Roadmap
Competitive Positioning

3. Update - Key Wins Late 2006 wins in key verticals
CompuShare – Financial Services IT
Land America – eMortgage closing
Great Lakes – Student loans
Telatron - Loan consolidation
Significant wins to be announced 1H’07

4. DocuSign’s Position Zero hardware or software requirement
The only web service that manages complete electronic signature workflow end-end:
Notification & Authentication
Routing and Process Control
Signatures & data collection
Secure Storage and Vaulting
Zero hardware or software requirement
“If you can do it with paper, you can do it with DocuSign, but faster, more securely, and with greater confidence”

5. DocuSign is the only solution for the Whole Market
Contracts sent by machines
Contracts sent by humans
Branch Office
Call Center
Ad-hoc
New Apps
Ecommerce Sites
DocuSign Pro
DocuSign Web
Legacy Apps
Mixed Mode
Transaction workflow /
signing Instructions
XML
XML
XML
Secure Web Services API
DocuSign eContracting System
Embedded Signing
In-Person Signing
Remote Signing
eVault
Storage
Export X.509
Doc
Secure
Online Storage

6. Architecture Overview
Preparation
Execution
Storage
Storage
Signing and Secure Delivery

7. Roadmap – 2007 Key Innovations
DocuSign Professional
Signing Workflow Templates
Compound Envelopes
eVaulting
Infrastructure Investment
Future Capabilities

8. Roadmap - Enabling Customers, Widening Our Lead
Q1’07
Announcing DocuSign Professional
Designed for business-class senders
Q2’07
Full Service Integrated Financial Services API
Including eVaulting
Q3’07
Advancing the State of the Art
DocuSign releases powerful new signer experience
Q4’07
Integrated eClosing System
E-Notarization
DocuSign CONFIDENTIAL

9. DocuSign Professional
Powerful desktop e-contracting application
Enables different sending processes
Ad-hoc – send anything you can print to anyone, signature, initial, or data anywhere in the document.
Template – send contracts that have contract execution workflow embedded
Workgroup – all workers in a group share access to common contracts, contacts, and templates
Speeds document preparation
Can be used offline
Integrates with Contact Address books
Communicates with the DocuSign Secure API

10. DocuSign Professional

11. Signing Workflow Templates
A signing workflow template is a file that contains pre-set workflow and instructions about the signing process
Who signs, Where they sign
Where data is to be filled in
Where the contract goes once signed
Types of Templates
“Pre-Tagged” - May contain the underlying document
“Overlay” - May contain only signing instructions and be applied to documents
Benefits
Control over signing process execution
Dramatically speeds repetitive or large document execution
Eliminates sending errors

12. Document Transaction Packages
Send and sign multiple documents
Replace documents in envelope
Sign one, decline another
Set expiration for documents
Personal note to one signer
Reassign, correct, void
Adding ‘Approve’ task

13. True Form Filling Capability
Fill out on face of form, not before it is seen
Support masking, tab order, and form controls such as drop-down, check box, and radio buttons
Generates form data file XML which can be downloaded
Most prominent use with Document Templates
Eliminates need for DOSS to use custom HTML forms for customers
100% customer control

14. DocuSign eVaulting Service
Integration with eOriginal – a leader in the eVaulting solution market
Enables the first seamless e-signature process creating a Transferable Record and Authoritative Copy as a web service
Built into DocuSign electronic Process (UX or API), secured via X.509 PKI prior to eVaulting
Contracts may be pooled, grouped, stored, or transferred to a customer’s own eVault
Removes barriers to entry
Begin to e-Vault transferable records within weeks, not months/years
Compliant with Industry standards (ESIGN, UETA, UCC 9-105)
Existing acceptance shortens legal review

15. How it works: Electronic execution & securitization1
Originate
> Transaction documents
Execute
> DocuSign e-Signature 2
Agency
Close sale
Originate via DocuSign
As a Transferable Record
Customers
Adopt legally binding signature
Review terms and agree
Electronically bind signature 4
Securitize
> Transferable Record
Vault
> electronic original 3
Documents are securely created, stored, accessed, transferred, traded and syndicated electronically. Enabling cryptography, private and public key infrastructure technologies, and the Trusted Custodial Utility environment, ensure security and validate authenticity.
Our technology ensures the integrity and authenticity of Electronic Original® documents, providing versioning and audit capabilities with a legal and verifiable trail of evidence. eOriginal has transformed the costly and time-consuming paper process of leasing into a totally secure, economical, front-to-back electronic transaction. The end-to-end paper process, from origination to delivery and acceptance, can be accomplished at the speed of the Internet.
Custodian
Manages document lifecycle
Pools negotiable instruments
Responds to audit
Close out instrument
Integration
Automated process creates Authoritative Copy
Watermarks all copy docs
Confidential & Proprietary

16. Future Capabilities – 2007 (not public)
Integration of NNA’s Electronic Notary Service into DocuSign process (It is possible to use the ENS with DocuSign today, but not as integrated as it will be in Q4.)
Placement of ‘notary required’ signatures
Seamless, controlled eNotary of any document
ENS integrated into a ‘Notary Account’
Document collection from signers as part of the ‘package’
Enables companies to collect documents as well as get signatures.
Support for alternative authentication and security tools
Embedded PKI support
Additional Authentication options

17. Summary
DocuSign is investing to set the standard for ‘business class’ eContracting – nobody can do what we do.
DocuSign is not just e-signature, it is a complete e-contracting workflow management system.
A core advantage is that the entire process is defined via XML which can use as much or as little of the services as needed to execute the transaction
Over the next 12 mos, announcements will evidence both our leadership, and the growth of this market.

18. Thank you!

19. High Level eSignature Methods Compared
Esign Web Service(DocuSign)
Uses centralized server, 100% audit control, zero software/hardware requirement
PKI – Digital Certificates
Uses distributed documents
Requires certificates and software
Digitized Signatures
Uses hardware devices to capture handwriting

20. ESIGN Web Service is a complete process
PKI and Digitizers are only a part of the necessary solution
DocuSign provides the whole solution

21. Our View – New ESIGN Web Services (EWS) Drives Faster Adoption
PKI
Digitizers
1996
2000
2003
2008

22. EWS Process Comparison
Of the EWS competitors, DocuSign has the most comprehensive, business class service available, and thus addresses the largest potential market.
Function
DocuSign
EchoSign
True Blue
SureDocs
Cross Market Applicablity
All
Few
One
Sign/Initial Any Location
Precise Location No
On Doc
Fill in form data
Unlimited
Limited
Process Mgmt (Correct/Reassign)
Complete
Void only
eVaulting
Yes
Transferrable Records
Integrated Authentication
4 levels
2 levels
Transaction Workflow Templates
Partial
Consumer Disclosure
Full Option
Audit Trail
Workgroup Support
Documents Supported
Any File (MSO2007)
PDF, Word (MSO2006)
Any File (MSO2006)
Number of Documents Supported 10 1
API
Full
None
Remote Signing
Multiple
In-Person Signing
API Driven
Fax In box

23. Competitive Comparison
CIC
Silanis
DocuSign
ARX
SureSign
Completeness
True
Blue
EchoSign
Market Reach