pDoc Signer Complete User Manual
Contents
1. A STEMS INC User Manual pDoc Signer June 24 2015 Copyright Topaz Systems Inc All rights reserved For Topaz Systems Inc trademarks and patents visit www topazsystems com legal pDoc Signer User Manual SYSTEMS INC Table of Contents 120 IN OU NO ccc sec sane a E E EE EE EEEE EE E EE E A 5 1 1 pDoc Forms Designer accra sens canseancraaemn scan ananecaaneanceanasenoeannemnsen paennenanunuctniaeauomusmsiadnsduosanounnds 5 2 Be edo 0 p lt a E E eee ee eee 6 2 0 Installing Uninstalling pDoc Signer ANA ANA AA 6 2 1 BEIOIE VOU BEGI pasama GAPANG E E Ama 6 2 2 Installing the Signature Capture Device 1 101220027QXXX a 6 2 3 Installing pDoc SIQMeL cece eeccceeecceeeceeeeseeeeeeeeseeeeseeeseeeeseeeeseeseeeeseeeeseeeseeeeseeesaeeess 6 2 4 Uninstalling pDoc SIQNeL cece a 7 2 5 Silent Installation of pDOC Signer 1 1 Aa 7 3 0 Features of pDoc Signer sancce ances coescn ces trocsenct NDN ALA NAAN DAD ence nereeseune teocsencoeeeneseteeceaoctencenoanen 7 3 1 Basic Operations and PDF File Manipulation 0 0 0c cceccccceeeeceeeeeeeeeeseeesaeeeeaeeees 7 3 1 1 Opening PDF DOCUMENMS ccccccsseeeeeeeeeeeneees 7 3 1 4 Closing PDF DOCUMENIS cceeeeeeeneeeeeeseeneees 9 3 1 2 Saving PDF Documents cccccccceeeeeeennnneesseneeeeeess 8 3 1 5 Exiting pDoc Signer2. pDecSigner lon Page 1 6 1 SNP PDocSigner 2 on Page 1 pDacSigner 4 on Page 1 E Signatures Signature Title Demo E pDocSigner 3 on Page 1 Time 2014 01 02 19 40 39 08 00 h Signature Title Demo Demo view signed version Time 2015 06 16 TO2 12 4007 00 View Signed Version E pDocSigner 4 on Page 1 a Signature Tite Demo Demo Time agata adi 13 01 07 00 DINE a and the document page The list of signed and unsigned signature fields along with details is displayed If we click on any of the signature fields in the list the corresponding blank or signed signature field in the document will be highlighted as shown in the screenshots below Close the signature panel by clicking again on the Signatures tool button File Tools About E peg ee Soc dai dian AEE ERORA nie ae eee se Baho 3 pDocSigner 2 on Page 1 E Spa tures a pDocSigner 30n Page 1 ata AA eae Signature Title Demo Demo D 2015 06 16 TO2 12 40 07 00 G DocSigner 34 on aay 1 been Signature Tite Demo Demo Time aaa fa T02 13 01 07 00 17 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC File Took About F3 El Unsigned Signature Fields pDoecSigner 1 on Page 1 Eign Here E PDocSigner 2 on Page 1 G Signatures i pine ol 3on Page 1 b Signature Tite Demo Demo ka i T 1 of 1 PI amp 100 CG Aap TOZ 12 40 07 00 S pDocsine
3. s ssssessseeeeeeeseesensessaeneeees 9 3 1 3 Page Navigation and ZOOMING 2 ccc 1ccceereneeeeeeenes 8 a enea tov ment eownitennsoustatenmencnmts 9 3 2 Filling in Form Fields c ccc cccccceeccceeeceeeeceeeeseeeeeeeeseeeeseeeseeeeseeeeseeesseeesaeeeseeeseeeseeesaeeess 9 3 2 1 Electronic Signature BOX ccccccsessessssseseeesseeneeeess 10 2s AL DON en ee E A ne Aa 11 is ake BOX he ae a eer 10 3 2 6 Combo BOX a ccniccontesiccentedssiwudenincntdanneanndensearseanniee 11 3 2 3 Radio Button 222221220801240 PANA 10 3 2 7 View Properties of Form Fields 11 g2 A CNECK BOK crrr an anaa E AEEA 10 3 2 8 Setting the Font Options c cceccecsseeeeneneeeees 11 2 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC Table of Contents 3 3 Electronic SIghalUkeES a PAANAN AA AA 12 3 3 1 Insert and SION mia ALA 12 3 3 6 Specifying Signature Field Options 00008 20 3 3 2 Signature Capture Process mana nanan 13 3 3 7 Signature Capture Options ccccscccccssseseeeseneeeees 21 3 3 3 Validation of Signatures mmasaasawwwn nana 14 3 3 8 Signature INFOPMALION 2 ccccccssssseeeeeeeseeseeeeseees 23 3 3 4 View Signed and Unsigned Signature Fields 17 3 3 9 Automatic Configuration of Certificate 24 3 3 5 Viewing Previous Versions of a Sign
4. KA V Maternal Grandmother V Maternal Grandfather Paternal Grandmother Paternal Grandfather 5 How did you hear about us select all that apply _ Insurance Company Referral C Newspaper Ad Friend 6 Approval Signatures We affirm that the information above is correct and that we are responsible for timely payment of all bills for treatment of patient Demo nen Mo 2015 06 16 T02 20 31 07 00 Patient ep 6 BALARA epresentative wW Validate Signature View Signed Version Properties Selecting one of the options specified above displays the signed version PDF in another instance of pDoc Signer in which the only options available to the user are scrolling through the document zooming the signature panel as shown below and saving the PDF using Save As option if required File About A4 b bib F bd J gt SO 10096 4 3 Family History 4 Payment Method Check for family members still living V S A Mother Father Maternal Grandmother Maternal Grandfather Paternal Grandmother NNN ENR Paternal Grandfather 5 How did you hear about us select all that apply Insurance Company Referral Newspaper Ad Friend 6 Approval Signatures We affirm that the information above is correct and that we are responsible for timely payment of all bills for treatment of patient Demo oen ALAO 2015 06 16 T0O2 20 31 07 00 Patient Patient Representat
5. Signer User Manual SYSTEMS INC Table of Contents 3 10 Merging and Splitting of PDF Documents 111111111110177777 38 3 10 1 Extract Pages aasa 38 3 10 3 Insert Pages ssccsscccseesseessesssesssesssesssesssessieeseesees 39 3 10 2 Delete Pages csscccscecsesssesssesssesssesssesssesssesseeenees 39 3 10 4 Replace Pages o cseccsescsesssesssesssesseesssessessessees 40 3 11 Command Line ATQgUMENIS ee eee ie ene ee eee ee AA 43 sa Pada AA AA AA 43 AO FAD DC RIN PAA AA E R 43 4 1 pDoc Signer Silent Installation Instructions 11 11 1 a 43 4 2 Making pDoc Signer the Default Program for Opening PDF Documents 44 4 3 Pen Display Installation and Calibration 1 1 11122022X2XQXX aa 46 4 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 1 0 Introduction pDoc Signer allows signing of PDF documents in a legally binding and secure manner One can embed handwritten signatures into PDF documents using this application The application allows one to visualize fill and sign electronic documents and create electronic signatures using your handwritten signature pDoc Signer also allows creation and filling of form fields In addition to digital signatures and form fields pDoc Signer provides many other features to manipulate the PDF The remainder of the document describes the feature set and usage of the pDoc Signer application H
6. To delete a Pencil Markup select the markup and then right click on it Select the Delete option The user is prompted with a confirmation message that says Do you want to delete the selected Pencil Markup Upon Clicking Yes the Pencil Markup will be deleted File Tools About SBA S TA M DDL bes 2 A ox f F3 a222 aaa l SYSTEMS INC PI Introduction Guide iaqner Note You cannot delete a pencil markup if the PDF document contains at least one signed signature field or if the PDF is secured 3 6 3 Settings For Using the Pencil Tool To specify the line width and line color for pencil markups go to Tools Preferences Click on the Pencil tab select the Pencil line color and width of the line and click on Apply Signature Info Signature Capture Signature Field Font Pendl Date Format o Pencil Drawing Options Line Color kang _ Color Line Width 3 w 32 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 7 Attachments One can attach PDF documents and other types of files to a PDF If you move the PDF to a new location the attachments move with it Click on the Attachments tool button at the left pane to open the Attachments panel The existing attachments list with Attach Delete and View buttons are displayed 3 7 1 Adding Attachments File Tools About E S File Tools About P
7. a command line argument Any third party application that wants to invoke pDoc Signer can run the pDoc Signer executable using the Windows API and provide the path of the file to be opened as a command line argument For example clicking on Start gt Run and then running the command C Program Files pDoc Signer pDoc Signer exe C Sample pdf opens the pDoc Signer application and opens the C Sample pdf automatically The above command assumes that pDoc Signer is installed in the C Program Files pDoc Signer folder This feature is particularly useful for custom third party applications to invoke pDoc Signer from their application 3 12 Recent File List The pDoc Signer application maintains a list of 5 recently opened documents and the list can be seen in the File menu 4 0 Appendix 4 1 pDoc Signer Silent Installation Instructions In your administrator PC Uninstall pDoc Signer if it is already installed Open the Command prompt Navigate to the folder where the pDoc Signer installer resides Type pDocsignerX X RXXXX exe r and replace the X X RXXXX with the actual version numbers of the pDoc Signer software to start the installation in a dialog mode to create a response file that will be used during the silent install 5 Once the installation is complete the response file named Setup iss will be created in the Windows folder for example if XP is the OS and the OS drive is C then the Win
8. have been set are ignored in pDoc Signer 3 2 3 Radio Button If the Radio Button was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and if buttons with same name and export value are selected in unison or not Any other properties that have been set are ignored in pDoc Signer Also the presence of special characters like lt gt in the export value might lead to unexpected behavior in pDoc Signer 3 2 4 Check Box If the Check Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and the export value Any other properties that have been set are ignored in pDoc Signer Also the presence of special characters like lt gt in the export value might lead to unexpected behavior in pDoc Signer 10 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 2 5 List Box If the List Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and if the list box allows multiple selection or not Any other properties that have been set are ignored in pDoc Signer 3 2 6 Combo Box lf the Combo Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by p
9. introductory tutorial on pDoc Signer 3 2 Filling in Form Fields When a PDF containing form fields is opened in pDoc Signer pDoc Signer displays the form fields that are available for filling at appropriate locations The form fields that are supported are Electronic Signature Box Text Box Radio Button Check Box and List and Combo Boxes Any other types of form fields present in the PDF are not displayed in pDoc Signer 9 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC One can fill values in the displayed form fields and save the PDF to make the changes permanent 3 2 1 Electronic Signature Box Place the mouse pointer on the electronic signature box The mouse pointer will change from default pointer to a hand sign Now clicking on the electronic signature box will initiate the act of signing Once the act of signing is complete the fields that are set to be made read only when this field is signed become read only If the Electronic Signature Box was created or the properties were edited in any another PDF manipulation tools the only property that is honored by pDoc Signer is the Mark as Read only Any other properties that have been set are ignored in pDoc Signer 3 2 2 Text Box lf the Text Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and Multi line Any other properties that
10. is selected only the signature squiggle is shown in the Signature Field and details are not shown One can specify if the Maximum enlargement feature is enabled or not and also specify the maximum enlargement percentage The Maximum Enlargement Percentage is used only in cases where the size of signature on the signature pad after white space removal is smaller than the size of the Signature Field in the document When the signature drawn on the signature pad is smaller than the size of the Signature Field in the document pDoc Signer will enlarge the signature to fill the Signature Field However it will limit the enlargement to the value of the Maximum Enlargement Percentage The Maximum Enlargement Percentage specifies the percentage of the destination to use in such cases This prevents the signature from looking too pixelated or jagged The value of the maximum enlargement percentage can be between 0 and 100 If a value of O is specified the signature is not enlarged at all If a value of 100 is specified the signature is enlarged to fit the complete destination One can also specify the default ink color for the signatures in this screen by clicking on the Color button The default color is Blue The Prefix and Date Time format for date presentation in signature details can be specified in the Date Format tab of the Preferences screen Signature Info Signature Capture Signature Field Font Date Presentation Options in S
11. on the Save icon on the left side of the window Calibration If you are not able properly scribble using the pen attached to the Pen Display or if the scribbling does not appear at the place where you intend to sign you might have to calibrate the Pen Display device To calibrate follow the steps below 1 Right click on your desktop on the main monitor and then select Screen resolution or navigate to the screen using the Display program in the Control Panel 2 In the displayed window make sure that the bottoms of both the monitors are aligned as shown below 46 www topazsystems com Back to Top pDoc Signer User Manual Display 1 Mobile PC Display ng Orientation Landscape Multiple plas This is currently your main display Advanced settings Project to a second screen or press the Windows logo key HY P Make text and other items larger or smaller What display settings should choose Now navigate to Control Panel and then open the item Tablet In the displayed window select Mapping in the list of options available on the left hand side See the screenshot below 47 www topazsystems com Back to Top pDoc Signer User Manual Pen Setting ra Mapping HER 8534 Ei Select Monitor Monitor2 gt 9 GE om gt S of Monit Rotate Twist nom Part of Monitor Q sxe G a Auto Setting z AllTablet Calibrate 4 Click on the option Calibrate and then fo
12. 1 of4 from Loan Document 1 pdf Case 1 Page Range to be replaced is more than the total number of pages of the Replacement document Replace Pages Original Replace Pages 1 To 5 of 11 in Loan Document pdf Replacement with Pages 1 To 2 20f4 from Loan Document 1 pdf In the above figure replace pages are from Page 1 to 5 but in the replacement PDF document we have only 4 pages 40 www topazsystems com Back to Top 8 A pDoc Signer User Manual SYSTEMS INC In this case only the first 4 pages of the original document are replaced with the 4 pages from the replacement document and the 5th page of the original document would remain as is The following screens display the original PDF document before the replacement operation and after the replacement operation Before replacement After replacement Case 2 Page Range to be replaced is same as the total number of pages of the Replacement document but the starting page is not the first page In the figure at right pages to be replaced are from 1 to 4 Replace Pages Original Replace Pages 1 To 4 of 11 in Loan Document pdf Replacement with Pages 2 To o0f 4 LG From Loan Document 1 pdf 41 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC The total number of pages in the replacement PDF document is 4 But the starting page specified in the replacement document
13. Doc Signer are Tooltip and if one can enter custom text into the combo box or not Any other properties that have been set are ignored in pDoc Signer 3 2 7 View Properties of Form Fields You can view the properties of the existing form fields by right clicking on them and then by selecting the properties menu options Clicking on Properties displays the properties window of the particular form field and populates the information of the form field in the displayed window The properties displayed will depend on the type of the form field being selected Grayed out boxes imply that the values cannot be changed File Tools About SB e T Properties SNe 3 2 8 Setting the Font Options To set the font options for the entries displayed in form fields and comments go to Tools gt Preferences Click on the Font tab and select the Font options such as Font Name Font Style Font Size Font Color and Font Effects such as underline The selected effects will be applied to the sample text Once the desired options are selected click on Apply Note 11 www topazsystems com Back to Top VA N B pDoc Signer User Manual SYSTEMS INC that the default font settings are Times New Roman Regular Face Size 12 No Underline and Black Font Options Font Name Font Style Font Size Times New Roman Regular 12 OW Font Effects _ Underline E co pDoc Signer These font options appl
14. IETY 44 pliers Attach Delete View a 44 Attach Delete View A Attached Files List FE 7 Ly FH Attached Files List pata H Demo txt 4 P Clicking on the Attach button will open a file dialog Select the file to be attached to the PDF document and click OK The selected file will be attached to the document and the attached file list will be updated 33 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 7 2 Delete Attachments Select the attachment to be deleted from the list Now click on the Delete button present in the Attachments panel to delete the attachment The selected file will be deleted and the attached files list will be updated File Tools About SPH FEST Attach Delete View Note You cannot delete a file attachment if the PDF document contains at least one signed signature field or if the PDF is secured 3 7 3 View Attachments To view an existing attachment select the attachment and click on the View button in the Attachments panel If the attachment is a PDF it is opened in another instance of pDoc Signer For other types of attachments the attachment is opened in their respective application 3 8 Securing Documents pDoc Signer can be used to secure an unsecured and unsigned PDF For securing a document go to File gt Secure Document The secure document dialog is displayed Provide either Permissions Pa
15. PDF Documents 3 10 1 Extract Pages To extract copy pages from the opened PDF document go to Tools Manipulate Pages Extract pages In the Extract Pages dialog select the page range i e starting page to ending page and click the OK button A dialog prompting the user to select the folder Extract Pages From To i of 19 Extract Pages As Separate Files where the new PDFs should be created is displayed Once the folder is specified the selected pages will be embedded into the new PDF with same name as the original PDF and having a suffix _ Extract For example if the opened PDF name is Demo pdf the new PDF name would be Demo Extract pdf If the option Extract Pages as Separate Files is selected each of the pages is exported into a new PDF document and the page number is appended to the file name for each page in the document Note Any signature fields both unsigned and signed existing in the page are removed from the page during the extraction process Signature Fields should be inserted again if required 38 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 10 2 Delete Pages To delete pages from the opened PDF document go to Tools gt Manipulate Pages Delete pages In the Delete Pages dialog select the page range i e starting page to ending page and click the OK button Upon clicking OK the selected pages will be permanently del
16. ailable list of Signers and then click on OK During the signature capture process the selected signer information is pre filled in the signature capture window 23 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 2 Remove a Signer from the List To remove a signer from the list select the signer from the available list and then click on the Remove button Signature Info Signature Capture Signature Field Font Pencil Date Format Default Signature Info First Name s John LastName Doe Email johndoe johndoe com Add Select Signer John Doe 3 3 9 Automatic Configuration of Certificate pDoc Signer provides a default certificate for signing The default certificate will be configured automatically during the installation of the pDoc Signer If the user wants to change the certificate during signing the user needs to go the Select Certificate for Signing in the File Menu and configure the certificate as shown in the certificate selection section 3 3 10 Certificate Selection Signing in pDoc Signer requires the use of a digital certificate During its installation process pDoc Signer automatically installs and configures a certificate that is used by default for signing Users should select a different certificate that represents their organization To select another certificate for signing go to File gt Select Certificate for Signing Selecting tha
17. and the minimum is 25 If you are using a Windows Tablet and a licensed version of pDoc Signer you can use the tablet touch movements to zoom in or zoom out If you pinch your fingers towards each other while keeping contact with the screen the page will be zoomed out by 25 If you move your fingers away from each other the page will be zoomed in by 25 3 1 4 Closing PDF Documents The PDF document that is currently opened in pDoc Signer can be closed using the File 3 Close menu option If there are any changes that are not yet saved pDoc Signer prompts you to do so before closing 3 1 5 Exiting pDoc Signer To exit completely from pDoc Signer chose File Exit menu option or the Red X button on the top right corner of the pDoc Signer application If there are any unsaved changes in the currently opened PDF document pDoc Signer prompts you to do so before exiting 3 1 6 About The About menu in pDoc Signer application contains three menu items About pDoc Signer What s New and Introducing pDoc Signer About pDoc Signer provides info about the installed version of pDoc Signer Clicking on the What s New menu item displays the What s New in pDoc Signer PDF document in another instance of pDoc Signer Clicking on the Introducing pDoc Signer menu item displays the Introducing pDoc Signer PDF document in another instance of pDoc Signer This document provides an
18. andwritten signatures in pDoc Signer application are captured using Topaz Signature Capture devices See www topazsystems com pDoc Signer captures the handwritten biometric signature The captured signature is shown in the corresponding signature field in the document and can be viewed and verified in pDoc Signer or by other PDF document rendering applications like Adobe Acrobat or Reader pDoc Signer product has two main applications pDoc Forms Designer and pDoc Signer 1 1 pDoc Forms Designer The pDoc Forms Designer application is intended for people who are designing forms using PDF documents It is a graphical form design tool that simplifies the creation of form designs for distribution as PDFs Form recipients can fill sign print and save the filled in form onto the disk Using pDoc Forms Designer form authors can drag and drop form fields such as Text Boxes Check Boxes Radio Buttons List Boxes Combo Boxes and Electronic Signature fields pDoc Forms Designer also allows the designer to move and resize fields as required Optionally the forms designer can use features like adding attachments to attach any other relevant documents to the PDF being designed After the PDF form is designed the form can be secured if required using the Secure Document feature of the pDoc Forms Designer 5 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 1 2 pDoc Signer pDoc Signer is the application desig
19. board enter the text for the comment Font attributes specified in the Preferences windows for comments are applied for the text entered in this window Text Comment Enter text For the kext comment pDoc Signer text comments Click on the Add button to the text comment to the PDF The screenshot below shows the text comments added in the PDF document File Tools About BIE T JHOP DP pDoc Signer Text Comment 1 If the text comments field size selected is smaller than 15 pixels wide and 5 pixels high the text comments field is treated as invalid and a message is shown saying You are trying to create a text comment field that is too small Please create a larger text comment field Text lines that are longer than the width of the text field are truncated by standard convention they do not automatically wrap to the next line so you should use line returns for multi line comments N 29 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 5 2 Updating Text Comments The existing text comments can be updated in pDoc Signer Click on the text comment and alter the text as required The updated text is applied to the text comment when the PDF is saved The screenshot below shows a text comment after updates File Tools About S T gt Phi oF 9 pDoc Signer Note Text comments in place when the document is signed will not be editable after signing however aft
20. dix for details on silent installation of pDoc Signer 3 0 Features of pDoc Signer 3 1 Basic Operations and PDF File Manipulation 3 1 1 Opening PDF Documents PDF documents can be opened in pDoc Signer in two ways either by using the File 3 Open menu option or by using the Open File icon in the toolbar 7 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC When you click on one of the two options above you will be prompted to select the PDF document to be opened If another PDF document is already opened and there are changes to be saved pDoc Signer displays a message saying that Only one document may be open ata time Do you want to save changes to the previously opened document Click on Yes or No to proceed further and select a new document to open Once the file is selected the first page of the PDF file is displayed in pDoc Signer lf the PDF document that is being opened is secured document refer to section 3 8 1 for further explanation One can also select a PDF from the list of recently opened file list Refer to section 3 12 for more information 3 1 2 Saving PDF Documents The PDF document opened in pDoc Signer can be saved in two ways either by using the File 3 Save menu option or by using the Save File icon in the toolbar The Save option is enabled only when there are changes that are not yet saved You can use the File 3 Save As
21. doe johndoe com been modified since the signature was a ka Validity applied Certificate Details Issued To CN pDoc Signer Serial No BSE772A4DDA10DA944894759B2493027 Issuer CN pDoc Signer ersion No 3 Thumbprint 20865061 Valid From 1 1 2012 12 00 00 AM Signature Algorithm sha1RSA 1 3 14 3 2 29 Valid To 11 1 2015 12 00 00 AM ignature Algorithm shaIRSA 29 16 FDBES3B1EF10FD79A47683FB45453C20 Public Key Algorithm RSA 1024 bits 3081890281810089E1215B08733D3D6B A A59982F4DF4E23710AC9649E4BB2AE67 Public Key Data 4D4C96E733A6576AC3AF9836F696EFE2 J 908201F430820161A0030201020210B5 A ci E77244DD41008944B94759B249302730 __ Raw Certificate Data a ncoppe03021D0S00301631143012 p www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 3 4 View Signed and Unsigned Signature Fields Click on the Signatures tool button in the left File Tools About pane to open the signature panel The width of the pag g yy signature panel can be increased or decreased as DE a T 4 required by using the splitter between the panel Unsigned Signature Fields pDoacSigner 1 on Page 1 pDocSigner 2 on Page 1 Signatures Ee pDocSigner 3 on Page 1 Signature Title Demo Time 2014 01 02 19 40 15 08 00 View signed version File Tools About BEEF Insigned Signature Fields
22. dows directory is C Windows 6 Take a copy the pDocSignerX X RXXXX exe file and the Setup iss file to use for silent installation e e 43 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC To perform silent installation on other PCs 1 Copy the pDocSignerX X RXXXX exe file and the Setup iss file created above to a local folder on the PC where pDoc Signer is to be installed 2 Open the Command prompt 3 Navigate to the folder where the pDocSignerX X RXXXX exe file and the Setup iss file are located 4 Type pDocSignerX X RXXXX exe s f1 lt Setup iss Path gt Replace the X X_RXXXX with the actual version numbers of the pDoc Signer software and replace lt Setup iss Path gt with the path name to the folder where the Setup iss file is located for example if pDocSignerX X RXXXX exe and Setup iss are located in the C Temp folder then the command would be pDocSignerX X RXXXX exe s f1 C Temp Setup iss 5 The pDoc Signer installation will start in silent mode and complete automatically without any user intervention 4 2 Making pDoc Signer the Default Program for Opening PDF Documents Procedure to Make pDoc Signer the Default Program for Opening PDF Documents in Windows XP 1 Right click on a PDF document icon A window will open with a menu 2 Hover the mouse over the Open With option A window will open with a list of programs 3 Left click on the Choose Program option at the bottom
23. e create a larger signature field 3 3 2 Signature Capture Process During the signature capture process additional information like First Name Last Name and Email can optionally be input or one can select a pre created signer from the list of signers see Section 3 3 8 lf the signer is not satisfied with the signature input one can click on Clear and sign again If the signer wants to abort the act of signing one can click on Cancel Canceling the signature capture process will delete the digital signature field too Once the signer is satisfied with the signature input clicking on OK will affix the signature to the document Signature Information First Name s John Email johndoe doe com Select Signer None Signature Pad initialized properly Start signing 13 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC The licensed version of pDoc Signer supports signing using Pen Display devices If a Pen Display device is connected to the PC the signature capture screen is displayed on the Pen Display an extended monitor The signer can use the stylus that is attached to the Pen Display to scribble the signature 3 3 3 Validation of Signatures By default signatures are validated when you open a PDF in pDoc Signer An icon appears in the signature field on the document page to indicate the signature status Further details about the status appear in
24. ed Document 18 3 3 10 Certificate SCICCtION cccccccccsseeeeeseneeessaneeeeees 24 3 4 Sticky Note Comments ccc ceccc cc eececeeeeceeeeeceeeeeaeeeeseeesseeesseeeeseeeessaeeeseeeesseesseeesaees 25 3 4 1 Adding Sticky Note Comments cee 25 3 4 3 Deleting Sticky Note COMMENMS 01cssseeeeeees 27 3 4 2 Viewing Sticky Note Comments maana anan aaa nan 27 3 5 Text Comments LANA AD AA 28 3 5 1 Adding Text COMMENHS ccecceeeseeeeeeeseeeneees 28 3 5 3 Deleting Text Comments ccccsseecseeeceeeeneseeenens 30 3 5 2 Updating Text COMMENMS cccccccsssseeeeeeeeeeeneees 30 3 0 PERCI TOO ee AN NANANA E E E E E 30 3 6 1 Draw Pencil Markup cccccccccccseeeeeeeneeeereaneeeenes oT 3 6 3 Settings For Using the Pencil TOOL 32 3 6 2 Delete Pencil Markup 1 cccseccrssseecenesenansnenenees 32 3 7 NE NAA AA AA 33 3 7 1 Adding Attachments 7700000manaaaawawannannanana 33 3 7 3 View Attachments cccceeceeeneeeeeeeeteeaneseeeeseees 34 3 7 2 Delete Attachments 2 cccccccseeeeereaeeeeerenneeeenes 34 3 8 Securing DOCUMENT 34 3 8 1 Opening Secured Documents c sseeeeeeeeeeeeees 37 3 9 Printing and Print Preview cccccccccccseeeceeeeceeeseeeseeeseeeeeeeseueeseeseseseueeseeeseeeeseeesanes 37 3 www topazsystems com Back to Top pDoc
25. er f Left click pDoc Signer exe g Left click Open 4 The Open With window will disappear and pDoc Signer will open displaying the document selected in step 1 After this when you double click on a PDF document icon pDoc Signer will open and display the document OO T DM D Note The procedures for other Microsoft operating systems are similar but may have variations from these steps 45 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 4 3 Pen Display Installation and Calibration Installation To install a pen display you typically have to download two software packages 1 The manufacturer s pen display driver 2 The appropriate DisplayLink driver DisplayLink USB Graphics Software for Windows from this page http www displaylink com downloads downloads php Use the Display program in the control panel to configure the pen display for your installation You may specify the following characteristics 1 Resolution typically the resolution recommended by the manufacturer 2 Orientation landscape or portrait 3 Multiple displays typically Extend these displays 4 Alignment make sure that the bottoms of both the monitors are aligned as shown below You may use the Tablet program in the Control Panel to complete the installation For example you may specify 90 degree rotation for the pen display to operate in portrait mode see the screenshot below If you make changes click
26. er a document is signed new text comments can be added but they cannot be modified after addition 3 5 3 Deleting Text Comments To delete a Text Comment select the comment and then right click on it Select the Delete option The user is prompted with a confirmation message that says Do you want to delete the selected Text Comment Upon Clicking Yes the Text Comment will be deleted File Tool About p B T PA gt Di i oF 9 pDoc Simme Delete F Noa You cannot delete a text comment if the PDF document contains at least one signed signature field or if the PDF is secured 3 6 Pencil Tool The Pencil tool creates free form drawings and the Pencil Eraser tool removes the pencil markups 30 www topazsystems com Back to Top E Ti pDoc Signer User Manual SYSTEMS INC 3 6 1 Draw Pencil Markup Click on the pencil tool The mouse pointer changes from the default pointer to a cross bar Drag where you want to begin drawing and release the mouse button where the pencil line should end The pencil markup with selected color and width will be drawn on the page File Tools About gt Flas Insert Pencil Markup 5 he File Tools About SPY Z ST Ali 4 DDE T 2 2 rox f FI Le e rr SYSTEMS ING PI Introduction Guide 31 www topazsystems com Back to Top v WI pDoc Signer User Manual SYSTEMS INC 3 6 2 Delete Pencil Markup
27. eted from the opened PDF Delete Pages From 2 To 5 of 12 Cancel 3 10 3 Insert Pages To insert pages into the opened PDF document go to Tools gt Manipulate Pages Insert Pages Select the PDF file from which the pages will be inserted in to the opened PDF document from the file dialog The Insert Pages dialog will be opened select the location at which the page will be inserted i e after or before Select the page number at which the pages will be inserted i e First or Last or page number The selected PDF pages will be inserted in the specified location Insert Pages Insert File New PDF Document1 pdf Location After Page O First Last Page 1 of 19 39 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 10 4 Replace Pages To replace the pages in the opened PDF document with the selected pages from another PDF document go to Tools gt Manipulate Pages gt Replace Pages Select the document that contains the replacement pages and click Open Once the document containing the replacement pages is selected the Replace Pages dialog will be opened In the Replace Pages dialog under Original specify the pages you want to replace Under Replacement specify the beginning page as shown in the image at right Replace Pages Original Replace Pages 1 To 1 of 11 in Loan Document pdf Replacement with Pages 1 To
28. ignature Details Prefix Mo Prefix Date Time YYYY MM ODThh mm 35 hh mm International Preview 201409 19T103 49 03 H05 30 Note The display of Signature Title and the time date stamp is on by default and non removable for Behind and Beside options But if the height of the signature field is less than 30 pixels or the width of the signature field is less than 50 pixels then the signature details I e Signature Title and Date time stamp are not printed on the signature 22 www topazsystems com Back to Top A NS pDoc Signer User Manual SYSTEMS INC 3 3 8 Signature Information 1 Creation of List of Signers This feature can be used to create a list of signers for the purposes of signing During signing in the signature capture screen the list of signers available is displayed and a signer can be selected from the list Each profile contains First Name Last Name and Email of the signer To create a profile enter the required information and then click on the Add button Once created the Signer Information i e First Name and Last Name is added to the Signers List A maximum of 10 profiles can be created here for use while signing Signature Info Signature Capture Signature Field Font Pencil Date Format Default Signature Info First Name s John Last Name Doe Email johndoe johndoe com Remove To make a signer the default signer select the Signer from the av
29. ignature validation status tick marks if the signature status icon should be displayed on signed signature fields 20 www topazsystems com Back to Top L D TO PAZ pDoc Signer User Manual N SYSTEMS INC 3 3 7 Signature Capture Options To set the Signature Capture options go to Tools Preferences Signature position with respect to the details Behind ng Signature Processing Maximum Enlargement Percentage 25 Signature Drawing Option Ink Color Color Select the signature position with respect to the signature details i e the signer name and the date time the signature was collected The three options available are Behind Beside and Image Only Signature position with respect to the details Signature Processing Maximum Enlargement Percentage 25 ha Signature Drawing Option Ink Color Color If the option Behind is selected the signature details are placed at the center of the signature field with the signature squiggle behind the details as shown below V Date 201 072 19 223343 08 00 If the option Beside is selected the signature squiggle is shown on the left side of the field and the details are shown on the right side of the signature field as shown below WT Demo WM Date 2013 02 19 Q ie 22 34 57 08 00 21 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC If the option Image Only
30. ing opened has only the Permissions Password the password dialog is not displayed but features of pDoc Signer are enabled or disabled based on the Permissions set while securing the PDF 3 9 Printing and Print Preview To print the opened PDF document from pDoc Signer click on the Print tool button on the vertical toolbar or go to File Print The print dialog will be opened Select the Printer one of the options All Current Page or Page Range and click on Print The document pages are printed on the selected printer Select Printer Canon MF 4360 4390 Tews Aiie C Print to file Location Comment Find Printer Fage Range All Number of copies Selection O Curent Page Oras i Enter either a single page number or a single page range For example 5 1 Apply 37 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC To view the appearance of the printed document before actually printing it the Print Preview function can be used This function can be invoked from File gt Print Preview or the Print Preview tool button on the vertical toolbar Clicking on Print Preview opens a window that displays the document as it will be printed The only toolbar icons available in this window are for page navigation and printing the document To print a document in the Print Preview window simply click on the Print icon 3 10 Merging and Splitting of
31. is 2 which indicates that only three pages from the replacement document are available for replacement In this case only 3 pages of the original document will be replaced by the 3 pages of the replacement PDF document The 1st page of the original document would be replaced with 2nd page of the replacement document and the 2nd page of the original document would be replaced with the 3rd page of the replacement document and so on The 4th page of the original document will be remain as is The following screens display the original PDF document before the replacement operation and after the replacement operation Before replacement m T ay o A TT Pata BS t SE SN aa a Ae PDF 1 PDF 2 After replacement PDF 1 Note 1 Only Extract Pages feature is enabled if the PDF document contains at least one signed signature field 2 If the PDF opened is a secured PDF depending on the options selected while securing one or more of the above page manipulation functions are enabled 42 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 11 Command Line Arguments In addition to opening the pDoc Signer application using Start gt Programs gt pDoc Signer gt pDoc Signer pDoc Signer can also be invoked from the command prompt or from other applications by running the pDocSigner executable located in the pDoc Signer installation folder The pDoc Signer application accepts FilePath as
32. ive 19 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 3 6 Specifying Signature Field Options Each Signature Field must have a name associated with it pDoc Signer can assign a name to a signature field automatically when a Signature Field is inserted into a PDF document if a Prefix for Name is supplied Another alternative is to provide a name for the signature field when inserted manually These options can be set in the Signature Field tab under Tools Preferences If the option prompt for Signature field name during field insertion is selected a window prompting for a Name for the signature field gets displayed when a signature field is inserted in the PDF document using pDoc Signer Pencil Date Format O Prompt for Signature field name during field insertion Automatically insert Signature field name Signature field name prefix pDocSigner Signature Field Transparency Show signature validation status tick marks If the option Automatically insert Signature field name is selected then the signature field name Prefix will be appended with the next number in the sequence of created form fields and set as signature field name for both the blank signature field and during signing Select the Signature Field Transparency option if the signature field should be transparent on the PDF document The option is checked on by default Select the Show s
33. l default arrow to an arrow with a sticky note comments icon attached to it The sticky note comment field button is shown in the image below File Tools About BPEZETS Jen Insert 5ticky Note Comment Ga 25 www topazsystems com Back to Top 4 N NT pDoc Signer User Manual SYSTEMS INC Now click on the document where the sticky note comment field is required A window is displayed wherein the user can add the text for the comment The image below shows the sticky note comments input window Sticky Note Comment pDoc Signer Sticky Note Comment Upon acceptance a sticky note comment icon will be displayed on the document at the specified location which indicates that the sticky note comment field is added in that position File Tools About PB Zier sid dD S 26 www topazsystems com Back to Top 4 N Ti pDoc Signer User Manual NSYSTEMS INC 3 4 2 Viewing Sticky Note Comments Double click on any sticky note comment icon on the document Sticky note comments corresponding to the selected sticky note comment icon are displayed in a separate transparent window File Tools About pBZ E T KA Aq p Pi Fool 9 g Sticky Note Comment 6 16 2015 2 36 43 AM D 9 Sample Sticky Note Comment 3 4 3 Deleting Sticky Note Comments To delete a Sticky Note Comment select the comment and then right click on it Select the Delete option The user is prompted with a confirma
34. ld name during field insertion Automatically insert Signature field name Signature field name prefix pDocSigner Signature Field Transparency Show signature validation status tick marks 15 www topazsystems com Back to Top SYSTEMS INC pDoc Signer User Manual lf the option Show signature validation status tick marks is unchecked then depending on the status of the document the following are displayed in the status bar lf no signature is present in the document then the status is displayed as Document not signed If only one signature is present in the document and there have been no changes to the document after the signature then the status is displayed as Signature valid and document unchanged since signing If only one signature with subsequent changes is present in the document then status is displayed as Signature valid but document has been changed lf more than one signature is present in the document then status is displayed as Signatures valid but document has been changed lf one or more signatures are corrupted then status is displayed as One or more signatures are invalid Signature Properties Dialog box Signature Properties Signed 2 8 2013 9 18 45 AM First Name John Verified 2 8 2013 9 18 49 AM Last Name Doe Yerification Details Signer Details Signature Walid The document has not Email john
35. llow the instructions displayed on the Pen Display device Once completed click on the Save button in the above screen and then close the Tablet application You can use the Pen Display device for signature capture 48 www topazsystems com Back to Top
36. menu option to save the document to a new file Also pDoc Signer prompts you to save the file if there are any changes that are not yet saved when you try to open another PDF document while this document is still open or when exiting the pDoc Signer application 3 1 3 Page Navigation and Zooming One can use the page navigation buttons available on the pDoc Signer toolbar to navigate between pages Alternatively one can select the page number in the Page Number list to navigate directly to the selected page lf you are using a Windows Tablet and a licensed version of pDoc Signer you can use the tablet touch movements to navigate between pages If you swipe to the left you will be navigated to the next page If you swipe to the right you will be navigated to the previous page To move with in a page you can use the scroll bar available on the right side of the pDoc Signer UI If you are using a Windows Tablet and a licensed version of pDoc Signer you can use the tablet touch movements to move within a page If you swipe up the page will move up and if you swipe down the page will move down 8 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC To zoom in or zoom out use the zoom buttons available in the toolbar Every click of the zoom button will increase or decrease the percentage by 25 Alternatively you can select the zoom percentage in the available list The maximum allowed zoom percentage is 200
37. ned for the end users who fill in and sign the form In addition to filling in and signing pDoc Signer also provides features like adding comments pencil markups and attachments If required you can also insert additional signatures using the Insert amp Sign feature After the form is filled in and signed the form can be secured if required using the Secure Document feature of the pDoc Signer The remainder of this document explains the features of the pDoc Signer application in detail 2 0 Installing Uninstalling pDoc Signer 2 1 Before You Begin e pDoc Signer is supported for operating systems Windows Vista and higher and Windows 8 Tablets and higher e Your system should have a minimum of 30 MB free space on the hard drive in addition to the free space requirements for Windows e Before installing a new version of pDoc Signer uninstall any older versions of pDoc Signer on your machine 2 2 Installing the Signature Capture Device pDoc Signer uses the signature pad software drivers that provide communication between your PC and the signature pad so the drivers must be installed on your PC before you can capture signatures with pDoc Signer If you have not installed the signature capture device refer to the manual provided by the signature capture device manufacturer for installation instructions Test the operation of the signature pad to insure that your PC can communicate with it properly 2 3 Installing
38. of the list An Open With Window will open 4 Left click on the Browse button An Open With window will open 5 Navigate to the pDoc Signer folder and double left click on it to display the folder contents 6 Left click on pDoc Signer exe It will be highlighted and the entry pDoc Signer exe will appear in the File name box 7 Left click on the Open button The Open With window will disappear and the Open With window will show pDoc Signer highlighted 8 Left click in the check box Always use the selected program to open this kind of file 9 Left click on the OK button The Open With window will disappear and pDoc Signer will open displaying the document selected in step 1 After this when you double click on a PDF document icon pDoc Signer will open and display the document 44 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC Procedure to Make pDoc Signer the Default Program for Opening PDF Documents in Windows 8 1 on Desktop PCs 1 Right click on a PDF document icon A window will open with a menu 2 Hover the mouse over the Open With option A window will open with a list of programs 3 Left click on the Choose Default Program option at the bottom of the list An Open With Window will open Left click More Options Left click Look for another app for this PC Left click C drive or local disk Double left click Program Files or Program Files x86 Double left click pDoc Sign
39. on of pages option the secured document will allow only insertion of the pages and deletion of the pages in the Manipulate Pages All other operations are disabled All allowed except extract pages If the user selects the All allowed except extract pages option the secured document will allow all the operations except Extract Pages in the Manipulate Pages Secure Document Open Password Permissions Password Select the operations allowed For secured documents Printing Allowed None Changes Allowed Existing Field signing form Fields Filling comments pencil drawing and attachments J Field signing and Form Fields Filling 3 Field signing Form Fields Filling comments pencil drawin Insertion and deletion of pages Al allowed except extract 36 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC 3 8 1 Opening Secured Documents When opening a document having Open Password a dialog is displayed prompting for Open Password to open the document If the user provides the correct password then the document is opened otherwise an error message will be displayed Open Password This document is password protected Please provide open password If the document being opened had a Permissions Password too features of pDoc Signer are enabled or disabled based on the Permissions set while securing the PDF If the document be
40. pDoc Signer Installing pDoc Signer software is accomplished by running the pDoc Signer installation file provided During the installation one will be provided with an option to agree or disagree to the license agreement prompted to enter user information and optionally set a different folder for installation The sequence of screens displayed guide the user through the installation process 6 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC During installation of pDoc Signer an option screen with a check box for installing pDoc Forms Designer will be provided If the user checks the pDoc Forms Designer option the pDoc Forms Designer will be installed in the PC After installing pDoc Signer e One can access the pDoc Signer application using Start gt Programs gt pDoc Signer gt pDoc Signer e One can access the pDoc Forms Designer application using Start gt Programs gt pDoc Signer gt pDoc Forms Designer 2 4 Uninstalling pDoc Signer To uninstall pDoc Signer e Goto Start gt Settings gt Control Panel gt Add Remove programs e Select pDoc Signer and click on the Remove button Follow the instructions to uninstall the software Signatures that have been placed into documents are not removed during un installation Note Deleting the pDoc Signer installation folder directly will not uninstall the software completely 2 5 Silent Installation of pDoc Signer See the appen
41. r 4on Page 1 iwan Signature Tite Demo Demo Time 2015 06 16 TO2 13 01 07 00 i View Signed Version One can also use the arrow keys i e up and down or the TAB key to navigate through the list of signatures in the signature panel and select a signature 3 3 5 Viewing Previous Versions of a Signed Document Each time a document is signed in pDoc Signer a signed version of the PDF is saved with the PDF Each version is saved as append only so that it cannot be modified In pDoc Signer the corresponding signed version of a signature can be viewed using the two following options 1 In the Signatures panel select the signature and click on the View signed version option available in the details of the signature 2 Right click on the signed signature field and select View Signed Version from the list of available options 18 www topazsystems com Back to Top L D TO p pDoc Signer User Manual SYSTEMS INC See the screenshot here that displays the options mentioned above File Tools About Pulyiets KA DP Plo Fol p ahos F3 El Unsigned Signature Fields ko Sample Signature Field on Page 4 Signatures 3 Family Histo 4 Payment Method A O Patient on Page 9 T z B Signature Title Demo Demo VISA L 3 be Time 2015 06 16 T02 20 31 07 00 Check for family members still living 3 View Si Version O Patient Representative on Page 9 Iv nasal i Signature Title John Doe V Father i Time
42. ssword or both Open Password and Permissions Password Permissions Password is mandatory The default operations allowed for secured documents are printing is not allowed and form filling and signing comments pencil drawing and attachments are allowed 34 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC Upon clicking OK the document is secured with the information provided and is closed The secured document must be opened again for further use in the pDoc Signer tool Secure Document Open Password Permissions Password yt Select the operations allowed For secured documents Printing Allowed None ng Changes Allowed Existing Field signing Form Fields Filling comments pencil drawing and attachments w Note Open Password is optional but Permissions Password is mandatory Open Password One will be prompted to enter this password when the document Is being opened Permissions Password One will need to provide this password if permissions on the document need to be modified at a later point of time in other PDF containers Permissions password once provided cannot be changed in pDoc Signer Printing Allowed Two options are available for the user to select print permissions None lf the user selects the None option in the printing allowed the secured documents are not allowed for printing Allow Printing If the user selects the Allow Prin
43. t option opens a window titled Select Certificate for Signing In that window the certificate path i e PFX Path to the previously selected certificate or to the default certificate will be shown By default the certificate path is set to the certificate i e oDocSigner pfx that is installed and configured automatically during the pDoc Signer installation the password for the default certificate is pdocsigner 24 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC To select another certificate for signing browse to that certificate with the Browse button then enter the password in the Password text box and click on the OK button Select Certificate for Signing Certificate Path C Program Files pDoc Signer pDocSigner prx Password seccccoecs Cancel 3 4 Sticky Note Comments pDoc Signer allows insertion of sticky note comments in a PDF document Sticky note comments are notes that communicate ideas or provide feedback for PDFs You can type a text message using the sticky note comment tool Text editing tools let you add editing marks to indicate changes you want in the source document Most comments include two parts the icon or markup that appears on the page and the text message that appears in a pop up note when you double click the icon 3 4 1 Adding Sticky Note Comments Click on the sticky note comment tool button The mouse pointer changes from the norma
44. the Signatures panel and in the Signature Properties dialog box e The digital signature icon along with the name of the field in the Signatures panel indicates the presence of an unsigned signature field e The check mark icon v indicates that the signature is valid e he red X icon bid indicates that the signature is invalid e The caution triangle icon WA indicates that the document was modified after the signature was added e The question mark T icon indicates that pDoc Signer is not able to verify the signature The Signature Properties dialog box can be invoked either by clicking on the Status icon or by right clicking on the Signature Field and then selecting the Validate Signature option Clicking on the Validate Signature menu validates the signature first and then displays the Signature Properties dialog box See the screenshots below for reference Unsigned Field Icon SG a T PA 35 Z 14 www topazsystems com Back to Top f m N O PA Z pDoc Signer User Manual SYSTEMS INC Status icons and validate right click menu File Tools About Sb Z T KA CA P PA i oi E SWE d View Signed version Properties The status icons on the signed signature fields can be turned off by unchecking the option Show signature validation status tick marks option in the Signature Field tab of the pDoc Signer Preferences screen O Prompt for Signature fie
45. ting option in the printing allowed the secured documents are allowed from printing Secure Document Open Password Permissions Password Select the operations allowed For secured documents Printing Allowed None Changes Allowed Allow Printing Moke Open Password is optional but Permissions Password is mandatory 35 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC Changes Allowed Five options are available for the user to select the changes allowed on the PDF None If the user selects the None option in the changes allowed no changes are allowed on the PDF after securing the PDF Existing field signing and form fields filling f the user selects the Existing field signing and form fields filling option the secured document will allow existing form field filling and signing of existing blank signature fields All other operations are disabled Existing field signing form fields filling comments pencil drawing and attachments lf the user selects the Existing field signing form fields filling comments pencil drawing and attachments option the secured document will allow existing form fields filling signing of existing blank signature fields insertion of comments insertion of pencil drawing and adding attachments in the secured documents All other operations are disabled Insertion and deletion of pages If the user selects the Insertion and deleti
46. tion message that says Do you want to delete the selected Sticky Note Comment Upon Clicking Yes the sticky note comment will be deleted M File Tools About BPBIZET s dq P pil Jos DINDA tow 27 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC Note You cannot delete a sticky note comment if the PDF document contains at least one signed signature field or if the PDF is secured 3 5 Text Comments pDoc Signer allows insertion of Text Comments in a PDF document Text Comments are notes that communicate ideas or provide feedback in PDFs You can type a text message using the Text Comment tool Text editing tools let you add editing marks to indicate changes you want in the source document 3 5 1 Adding Text Comments Click on the text comments tool button the capital letter T The mouse pointer changes from the normal default arrow to cross hair The text comments field button is shown in the image below File Tools About BB ZISTA 44 e ALE Insert Text Comment NID Ga Now drag the mouse on the document to the required size and location of the text comments field Upon completion of the selection the text comments field is displayed as shown below and the text comments input window is displayed File Tools About PH 7 eTtes 44 P Wh blos ee eee 28 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC Using your key
47. y to entries displayed in form fields and comments Note The font settings apply to the presentation of text in form fields and comments on your display When the PDF is rendered for example when it is printed opened in Print Preview or opened in another PDF application the PDF default font Helvetica is used and the font size is determined by the size of the field and the length of the text 3 3 Electronic Signatures pDoc Signer allows one to insert an electronic signature field and sign it immediately using the Insert amp Sign toolbar icon This toolbar icon is displayed by default 3 3 1 Insert and Sign File Tools About Select the Insert and Sign icon on the tool po s bar The mouse pointer will change from DL FA STs P default to cross bar Insert amp Sign Electronic Signature Box A 12 www topazsystems com Back to Top pDoc Signer User Manual SYSTEMS INC File Tools About Now drag the mouse on the T document to the required size and Li E7 bj f S T 4 fl location of the signature field Upon 3 completion of the selection the oe signature field is displayed as A E shown here and the act of signing Dmna is initiated tad lf the signature field size selected is less than 15 pixels for both width and height the signature field is treated as invalid and a message is shown saying You are trying to create a signature field that is too small Pleas
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