pDoc Pro Client User Manual
Contents
1. 23 6 0 Behavior of pDoc Pro Client on a Pen Display 24 7 0 Configuring the Client to Optimize User Experience 24 TM DIS Y m S E 24 7 1 1 Adjust Screen Resolution 2 2 eee 24 7 1 2 Make Text and Other Items Larger or Smaller esses 25 De SE OCI SdVOP oon ueste EEA Ren dM EE dU CENE NEM sU DIMUS NEN AUN EDS 26 459 POWE OPTIONS etm EMEN eee ashe ee ME EDI EUMD UE 28 TRO GI COIN PORTET AANA AAEE AA AARAA EEA EARNE RAA EEA AA ARATATA 30 7 5 User Account Control inisiccciscsisatiavsccitbentinisiovsinarteatenatiaateuatiowiieaslanietacsinatiastdericanniaeiisabiooiexendes 31 8 0 Pen Display Support Installation and Calibration 32 8 1 Installation 32 8 2 Calibration 33 3 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC a hae 1 0 The pDoc Pro eSign Software System Overview 1 1 System Description The pDoc Pro eSign Software System provides an electronic signature solution for environments where a system operator pushes a document from their PC to a client for signing The pushed document can be a form contract or other document for a user to complete and sign The user completes a document by filli2. Opening PDF DOCUMENDS 2 cccccssseeeeeeeeeenees 11 4 1 4 Signing Session Timeout sssssusss 14 4 1 2 Navigating and Viewing PDF Documents 12 4 1 5 Minimize pDoc Signing Screen 14 4 1 3 Closing and Saving PDF Documents 13 4 2 Electronic Signatures sesssssessssessssseeneeenenneenee n nnne nn nnn nnne nnne nnns nans 15 4 2 1 Signature Spots on the Signing Screen 15 4 2 8 Signature Capture Options usse 16 4 2 2 Signature Capture Process sess 15 2 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC Table of Contents A S IG n FOM ICIS ecC 16 Bl ONT TON MNT 17 43A Lt DO ae aor ee ee eT oe eee a nee ee 17 4 3 2 Radio BUNON ico ttti tte taa ha ntt na 17 40 9 COMODO BOX ounces qose S 17 4 9 9 CHECK BOX usate Ios ui en ang OaRD Rut n M DM HR 17 5 0 Home SCE CON Gonna de ue IUD DOE M M d ena EU C MUN MM NIMM NM TUNER CM T E Qr MEE 17 5 1 Home Screen Display 17 5 4 System Settings for 5 2 Default Home Screen Type 20 Non Dedicated pDoc Pro Client 22 5 3 System Settings for a 5 5 System Settings for Dedicated pDoc Pro Client 20 Dedicated pDoc Pro Client with Pen Display Connection
3. The icons available in the pDoc Signing Screen are used to scroll up or down within the page navigate between the pages and zoom in or zoom out on the page The icons that are applicable for the current view are circled in green in the screenshot below SCROLL ZOOM PAGES Q 100 1 1 gt CANCEL DONE To sign select a signature area below pDoc Pro Sample Document Health History 1 Patient Information 2 New Patient W STEMS INC Name James e Yes Street Address 100 Main ST No City PO Box 1022 State ZIP Seattle WA 98104 3 Family History 4 How did you hear about us Check for family members still living Select all that apply Mother V Father f Internet Search Maternal Grandmother Paternal Grandmother Newspaper Ad Maternal Grandfather Paternal Grandfather Friend 5 Approval Signatures We affirm that the information above is correct and approve using electronic signatures Lo dL v Patient Patient Representative Copyright 2015 Topaz Systers Inc a Scroll page up and Scroll page down 12 WWW topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC The scroll icons available on the signing screen can be used to scroll up or down the page The page will move an inch either up or down depending on the icon clicked If the beginning of the page is visible the page up icon will appear in gray and will not be selectable If you are at the bottom of the page t
4. A STEMS INC User Manual pDoc Pro Client July 15 2015 Copyright Topaz Systems Inc All rights reserved For Topaz Systems Inc trademarks and patents visit www topazsystems com legal TO D AZ pDoc Pro Client User Manual SYSTEMS INC Table of Contents 1 0 The pDoc Pro eSign Software System Overview eese 4 1 1 System Description 4 1 3 System Architecture 5 1 2 System Components 4 1 4 System Operation 7 2 0 pBoc Pro Client SOIIWALG uices eric bacue SiS p cass R oo Lund CasdrapAS pl CasAR2E RR ESRN nnnm mnnn 7 3 0 Installing Uninstalling pDoc Pro Client Software 8 3 1 Before You Begin 8 3 5 Make Dedicated 3 2 Dedicated Windows pDoc Pro Client BERR 9 User Account eese 8 3 6 Make Non Dedicated 3 3 Installing the DDOC Pro CIO iain 10 Signature Capture Device 9 3 7 Uninstalling pDoc 3 4 Installing pDoc Pro Client Software 10 Pro Client Software 9 4 0 pDoc Signing Screen 11 llle Leee ee ieeeeliieeeeie eene h nnns n nnam a aan a nana mnn 11 4 I Basi Op rati NS PNE Ee 11 4 1 1
5. pDoc Pro Client will terminate the session and perform the actions above as if the user had cancelled the signing session 4 1 5 Minimize pDoc Signing Screen The user can minimize the pDoc Signing Screen by clicking on the Minimize button located on the bottom right corner of the application The minimize button is visible only when the pDoc Pro Client is non dedicated so that the user can access the desktop to perform other operations 14 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual WS STEMS INC 42 Electronic Signatures 4 2 1 Signature Spots on the Signing Screen A principal feature of the pDoc Pro Client is its ability to capture electronic signatures written on the client screen or on an attached signature pad or pen display and securely embed the signatures in digital signature spots in a document When the pDoc Pro Client receives a PDF document containing signature spots it opens the document in the pDoc Signing Screen and displays the signature spots that are available for signing as blue rectangles 4 2 2 Signature Capture Process Touch a blue electronic signature box to initiate the act of signing A signature capture window will open as shown in the screen shot below Sign in the signature box using your finger or client stylus or sign on the attached signature pad as appropriate and touch the OK button to indicate that that you have completed your signature pDoc Pro Client wil
6. Control Panel 2 Tap on Personalization to bring up the Display Settings window 26 WWW topazsystems com Back to Top PA 7 pDoc Pro Client User Manual Y STEMS INC 3 In the displayed window select Screen Saver as shown below ux x T a gt Control Panel All Control Panel Items Personalization yv Search Control Panel 2 Control Panel Home Change the visuals and sounds on your computer Change desktop icons Click a theme to change the desktop background color sounds and screen saver all at once Change mouse pointers My Themes 1 Unsaved Theme Savetheme Get more themes online Windows Default Themes 3 y Windows Lines and colors Flowers High Contrast Themes 4 See also Display Taskbar and Navigation Desktop Background Color Sounds l Screen Saver Ease of Access Center Harmony Automatic Windows Default 3D Text 4 n the displayed window select Screen Saver as None as shown below Screen Saver ine Saver None Settings Preview Wait be minutes _ On resume display logon screen Power management Conserve energy or maximize performance by adjusting display brightness and other power settings Change power settings 27 www topazsystems com Back to Top pDoc Pro Client User Manual YSTEMS INC 5 Click on the Apply button 7 3 Power Options To make the client act like a dedicated signature capture device we suggest chan
7. Pictures E ry j e Y V J DY Name wv Camera Roll pDocProLockScreen png PNG image 2160 x 1440 CC YD DOU AE Screenshot 7 5 User Account Control During the process of making the Windows client where pDoc Pro Client is installed a dedicated pDoc Pro Client by running the Make pDoc Pro Client utility the user is prompted with a screen asking for the permissions to make changes to the system The user is prompted with a similar screen when terminating the signing functionality on a client by using the settings screen in the Home Screen application This screen is displayed because by default User Account Control i e UAC is set to notify you whenever apps try to make changes to your PC but you can change how often UAC notifies you Follow these steps to make changes 1 Swipe in from the right edge of the screen tap Settings and then tap Control Panel If you re using a mouse point to the lower right corner of the screen move the mouse pointer up click Settings and then click Control Panel 31 Back to Top T O p A 7 pDoc Pro Client User Manual NSYSTEMS INC B 2 Click tap on User Accounts to bring up the User Accounts window 3 Click tap on the Change User Account Control settings link 4 f prompted by UAC then click tap on Yes 5 Move the slider down to set Never notify and click tap on OK as shown in the screenshot below Choose when to be notified about c
8. or runs a video depending on the option specified by pDoc Pro system administrator 3 0 Installing Uninstalling pDoc Pro Client Software 3 1 Before You Begin e pDoc Pro Client Software runs on Windows 7 8 and 8 1 client devices e g Microsoft Surface and Desktop PCs e Your client 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 Pro Client Software uninstall any older versions of pDoc Pro Client on your device 3 2 Dedicated Windows User Account Before installing pDoc Pro Client on a client we suggest creating a dedicated Windows user account with administrator privileges to install the software After installing pDoc Pro Client software in a user account on a client depending on the option selected while making the tablet a pDoc Pro Client the client either becomes an exclusive or non exclusive signing device If you want to revert the client to normal Windows operation if the client is an exclusive signing device you can log in to another user account 8 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC 3 3 Installing the Signature Capture Device This step is optional if the pDoc Pro Client is a Windows 8 Tablet and mandatory if the pDoc Pro Client is a PC By default the pDoc Signing Screen application of the pDoc Pro Client captures signatures from the client t
9. Client software is completed to make the client a dedicated pDoc Pro Client run the Make pDoc Pro Client utility installed as part of the software This will typically be the case for tablets that will be dedicated to form filling and signing and will be used for short periods by many different users The shortcut for this utility can be found on the desktop of the client In this utility check the option Make this client a dedicated pDoc Pro Client and click on the OK button By default this option is checked The utility will make the client a dedicated pDoc Pro and then restart the client 9 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC After the client is restarted the home screen application runs automatically and depending on the home screen type selected during the installation the home screen either displays the information screen or runs selected images continuously or displays the default informational video I Make this client a dedicated pDoc Pro Client OK 3 6 Make Non Dedicated pDoc Pro Client After the installation of the pDoc Pro Client software is completed to make the client a non dedicated pDoc Pro Client i e the PC will operate as a normal Windows PC with pDoc Pro Client as another application running run the Make pDoc Pro Client utility installed as part of the software The shortcut for this utility can be found on the desktop of the client In this uti
10. an entry in a combo box either highlights it or unhighlights it depending on the original state and provides the capability to enter text for an entry as in text boxes 5 0 Home Screen 5 1 Home Screen Display The Home Screen runs on a pDoc Pro Client when it is in idle mode and not serving a document signing request from a pDoc Pro Server 17 WWW topazsystems com Back to Top T 0 p A 7 pDoc Pro Client User Manual SYSTEMS INC B The Home Screen displays one of the following depending on the selection made during the installation of pDoc Pro Client and at the pDoc Pro Server e A default information screen e Asetof selected images that are rotated continuously each image appears on the screen for a specified period of time e Avideo that runs continuously This is the default display Screenshots are shown below SYSTEMS INC pDoc Pro Client Client Name TOPAZDEVSURFACE IP Address 192 168 1 124 Copyright 2014 Topaz Systems Inc Sample Default Information Screen 18 www topazsystems com Back to Top M TO P AZ pDoc Pro Client User Manual SYSTEMS INC uu a F E n ds Z E oi amp Ask About Our Low Interest Auto Loans Electronic signature solutions for wherever business takes you SYSTEM ua IN C Sample Image Screen SIGNATURE SOLUTIONS FOR EVERY APPLICATION EXTENSIVE ESIGN PATENT PORTFOLIO Sample Video Screen 19 www topazsystems com Back to
11. can access your data because the computer isn t locked Shutdown settings V Turn on fast startup recommended This helps start your PC faster after shutdown Restart isn t affected Learn More v Sleep Show in Power menu Hibernate Show in Power menu Lock Show in account picture menu 28 WWW topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC Now to set when to Power off the display and when to Put the computer to sleep follow these steps 1 Swipe in from the right edge of the screen tap Settings and then tap Control Panel If you re using a mouse point to the lower right corner of the screen move the mouse pointer up click Settings and then click Control Panel 2 Click tap on Power Options to bring up the Power options window 3 In the displayed window click tap Choose when to turn off the display 4 In the displayed window change the settings as shown below De Power Options Edit Plan Settings Change settings for the plan High performance Choose the sleep and display settings that you want your computer to use J On battery a Plugged in W Turn off the display 30 minutes Never Putthe computer to sleepi 30 minutes Never 9 Adjust plan brightness 9 x o Change advanced power settings Restore default settings for this plan Save changes Cancel 5 Click on the Apply button 29 WWW topazsystems com
12. or wireless the host PC and the clients should be on the same LAN However its common for tablet clients to be connected to the LAN through WiFi and the PC to be connected to the LAN through a wired network interface pDoc Pro eSign Software System Standard Configuration LE pDoc Pro Server Nw Unsssei Document Doc Windows 8 Personal Router Clients Computer pDoc Pro Server comprises the Administrator and Originator functions 5 www topazsystems com Back to Top pDoc Pro Client User Manual TEMS INC In the Citrix configuration shown below the pDoc Pro Server software runs on a Citrix Xen App server and pushes blank documents to the clients and receives signed documents back from the clients The person using the server software uses a Citrix client PC running the Citrix Receiver software and sees the server software as if it were running on the local PC Again the network connections can be wired or wireless the server the client PC and the clients should be on the same LAN However it s natural for tablet clients to be connected to the LAN through WiFi and the PC and the server to be connected to the LAN through wired network interfaces pDoc Pro eSign Software System Citrix Configuration ER ES Citrix XenApp Server pDoc Pro Server Windows 8 Personal Router Clients Computer pDoc Pro Server comprises the Administrator and Originator functions 6 www topaz
13. to operate in portrait mode see the screenshot below If you make changes click on the Save icon on the left side of the window 8 2 Calibration If you are not able to 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 Change the appearance of your displays Detect Identity Display 1 Mobile PC Display v Resolution 1366 x 768 Recommended Orientation Landscape v Multiple displays Extend these displays v This is currently your main display Advanced settings Project to a second screen or press the Windows logo key zu P Make text and other items larger or smaller What display settings should choose OK Cancel Apply 33 www topazsystems com Back to Top T 7 pDoc Pro Client User Manual SYSTEMS INC 3 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 TabletID 8534 z Select Monitor Monitor C
14. 3 Rotate Twist nor Part of Monitor T Auto Setting 2 All Tablet 2 Calibrate 4 Click on the option Calibrate and then follow 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 34 www topazsystems com Back to Top
15. Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC 74 Lock Screen You can customize the Windows Client lock screen and provide a custom image as the lock screen image Follow these steps to change the lock screen 1 Swipe in from the right edge of the screen tap Settings and then tap Change PC Settings If you re using a mouse point to the lower right corner of the screen move the mouse pointer up click Settings and then click Control Panel 2 Click tap on the Lock screen on the right hand side in the displayed window PC and devices Lock screen preview Lock screen Display Bluetooth Devices eX Mouse and touchpad Thursday January amp 2 Typing Corners and edges Power and sleep AutoPlay Disk space Browse PC info Play a slide show on the lock screen Off Lock screen apps 3 Click tap on Browse and then using the options provided select the image that you want to set as the lock screen By default pDoc Signer Client copies the default pDoc Pro lock screen image into the Pictures folder of the currently logged in user 30 www topazsystems com Back to Top U IEL j pDoc Pro Client User Manual SYSTEMS INC 4 To select the default pDoc Pro lock screen browse to it as follows Click tap on the Browse button and in the displayed screen click on the Go up button and then select the Pictures folder Select the pDocProLockScreen This PC
16. Maternal Grandfather Paternal Grandfather Friend 5 Approval Signatures We affirm that the information above is correct and approve using electronic signatures Lo JL v Patient Patient Representative Copyright 2015 Topaz Systems nc E 4 1 Basic Operations 4 1 1 Opening PDF Documents The pDoc Pro Client automatically opens a PDF document in the pDoc Signing Screen when it receives the document pushed from the pDoc Pro Server When it opens the PDF document the pDoc Signing Screen displays the first page of the document 11 www topazsystems com Back to Top pDoc Pro Client User Manual STEMS INC If the PDF document that is being opened is a secured document the following 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 This document is password protected Please provide open password PO If the document being opened also had a Permissions Password along with the Open Password then features of the document are enabled or disabled based on the permissions set when the document was secured If the document being opened has only a Permissions Password the password dialog is not displayed but features of the document are enabled or disabled based on the permissions set when the PDF was secured 4 1 2 Navigating and Viewing PDF Documents
17. Top p ur pDoc Pro Client User Manual SYSTEMS INC 5 2 Default Home Screen Type During the installation of the pDoc Pro Client a screen prompting you to select the default home screen for the client is displayed The options available are Video Images and Information Screen When the home screen runs after the installation this selection is applicable until the selection is changed by a pDoc Pro Server pDoc Pro Client InstallShield Wizard Select home screen Select the default home screen Far the client Fe Video a Images t Information Screen I Cancel By default when running the video the Video player bar is displayed and it can be turned off by the pDoc Pro Administrator 5 3 System Settings for a Dedicated pDoc Pro Client The system tools button located in the bottom right corner of the Home Screen allows a system administrator to update the license key for the pDoc Pro Client and to terminate the signing functionality on the client to revert it back to normal use 20 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC Tr Electronic signature solutions for wherever business takes you SYSTEMS INC System Tools Button When you touch the system tools button a Client Settings Window like the one below will appear pDoc Pro Client Version 1 0 R1038 Client Name TOPAZDEVSURFACE IP Address 192 168 1 124 License Key Termina
18. e screen to auto rotate option is checked When this option is checked you can rotate the screen to landscape or portrait as required during signing 6 Click on the Apply button The screenshot below displays the recommended settings T gt ControlPanel All Control Panel items Display Screen Resolution Change the appearance of your display Detect Identify Display 1 Surface Display Panel v Resolution 1920 x 1080 Recommended v Orientation Landscape v Allow the screen to auto rotate Advanced settings Project to a second screen or press the Windows logo key gm P Make text and other items larger or smaller What display settings should choose OK Cancel Apply 7 1 2 Make Text and Other Items Larger or Smaller In Windows 8 and 8 1 based Clients you can make text and other items larger or smaller using the steps described below The pDoc Pro Client user interface is better displayed when this setting is set to Smaller 100 To set the size in a Windows 8 Client follow the steps below 1 Swipe in from the right edge of the screen tap Settings and then tap Control Panel If you re using a mouse point to the lower right corner of the screen move the mouse pointer up click Settings and then click Control Panel 25 WWW topazsystems com Back to Top pDoc Pro Client User Manual YSTEMS INC 2 Tap on Display to bring up the Display Settings window 3 In the di
19. erience To optimize the user experience on a tablet the client system should be configured with the following settings These steps are not mandatory but will improve the user experience Note that various manufacturers customize the operating system so the descriptions below may vary somewhat on your client devices 7 1 Display 7 1 1 Adjust Screen Resolution pDoc Pro Client is tested with Windows 8 clients from different vendors Microsoft Dell Lenovo etc having various resolutions The display of the pDoc Pro user interface and associated font settings are optimized for 2160 x 1440 1920 x 1080 and 1366 x 768 resolutions The functionality supports other resolutions as well however you may find that the font size or other aspect of the user interface is suboptimal To change the resolution in a Windows 8 client follow these steps 24 WWW topazsystems com Back to Top l pDoc Pro Client User Manual SYSTEMS INC ow 1 Swipe in from the right edge of the screen tap Settings and then tap Control Panel If you re using a mouse point to the lower right corner of the screen move the mouse pointer up click Settings and then click Control Panel 2 Tap on Display to bring up the Display Settings window 3 Select Adjust Screen Resolution 4 Select the desired resolution in the list of resolutions available Typically the highest resolution is recommended 5 Make sure that the Allow th
20. etails are shown beside it on the right side of the signature field as shown below 2014 10 2 Dente 9 151854 Image Only Only the signature squiggle is shown in the Signature Field details are not shown Demo Note If the height of the signature field is less than 30 pixels or the width of the signature field is less than 50 pixels there is not enough space to display the signature details even if the Behind or Beside option has been selected 4 3 Filling in Form Fields When the pDoc Pro Client receives a PDF document containing form fields it opens the document in the pDoc Signing Screen and displays the form fields that are available for filling at appropriate locations The form fields supported are Text Boxes Radio Buttons Check Boxes List Boxes and Combo Boxes 16 www topazsystems com Back to Top M 9 pDoc Pro Client User Manual SYSTEMS INC 4 3 1 Text Box When you touch inside a text box the signing screen shows a blinking cursor Enter text into the text box using your keyboard 4 3 2 Radio Button Touching a radio button will select it and deselect any other radio button in that group that had been selected 4 3 3 Check Box Touching a check box changes it status from unchecked to checked or vice versa 4 3 4 List Box Touching an entry in a list box highlights it if it had not been selected if it had already been selected it unhighlights it 4 3 5 Combo Box Touching
21. ging the power options as described below The power options can be modified by following these steps 1 Swipe in from the right edge of the screen tap Settings and then tap Control Panel If you re using a mouse point to the lower right corner of the screen move the mouse pointer up click Settings and then click Control Panel 2 Click tap on Power Options to bring up the Power Options window 3 In the displayed window click tap Require a password on wakeup 4 Now click on Change settings that are currently unavailable and then set the When press the power button to Do nothing and Password protection on wakeup to Don t require a password as shown below 5 Click tap Save changes Power Options System Settings Define power buttons and turn on password protection Choose the power settings that you want for your computer The changes you make to the settings on this page apply to all of your power plans Power button and lid settings J On battery 4g Plugged in When press the power button Do nothing v Do nothing v amp When close the lid Sleep v Sleep v Password protection on wakeup O Require a password recommended When your computer wakes from sleep no one can access your data without entering the correct password to unlock the computer Create or change your user account password amp Don t require a password When your computer wakes from sleep anyone
22. hanges to your computer User Account Control helps prevent potentially harmful programs from making changes to your computer Tell me more about User Account Control settings Never notify me when Apps try to install software or make changes to my computer make changes to Windows settings Not recommended 8 0 Pen Display Support Installation and Calibration The pDoc Pro Client supports signature capture using a Pen Display device You can use the stylus provided with the Pen Display to scribble your signature 8 1 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 32 WWW topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC 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 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
23. he page down icon will appear in gray and will not be selectable Zoom in and Zoom out The signer can zoom in or zoom out the page by using the zoom icons available in the signing screen The allowed zoom percentages are 50 75 and 100 When the page is displayed in 50 zoom the zoom out icon will appear in gray and when the page is displayed in 100 zoom the zoom in icon will appear in gray pDoc Pro Client zooms in or out by 25 depending on the icon clicked Previous page and Next page The signer can navigate between the pages of a document using the previous page and next page icons available in the signing screen The icon will appear in gray if it is not active for the current page e g if you are on the last page the next page icon is gray 4 1 3 Closing and Saving PDF Documents After the user fills in the form fields signs the appropriate signature spots and then touches the Done button pDoc Pro Client presents the following window Do you agree that the information you have provided is complete and correct and that you want to conduct business electronically If the user touches the agree button pDoc Pro Client closes the signed document and sends it back to the pDoc Pro Server where it is saved for future reference pDoc Pro Client then closes the signing screen deletes the local copy of the PDF and shows the Home screen if it is a dedicated client to await the next document pushed to it 13 www topa
24. icated mode i e it is only used for the pDoc Pro Client application A Windows 8 PC or tablet that is used by one person typically runs the pDoc Pro Client Software in non dedicated mode i e the user will use the PC or tablet for other functions in addition to the document filling and signing There are two major components in the pDoc Pro Client software e pDoc Signing Screen e Home Screen 7 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC a The pDoc Signing Screen allows signing of PDF documents in a legally binding and secure manner You can embed handwritten signatures into PDF documents using this application The pDoc Signing Screen also allows filling of form fields The pDoc Signing Screen captures handwritten signatures using the client touch interface or a Topaz signature pad or pen display if one is attached to the client The pDoc Signing Screen captures handwritten biometric signatures 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 and Reader The Home Screen application runs when the pDoc Pro Client is not serving any signing requests if the client is a dedicated pDoc Pro Client It displays a default information screen with the pDoc Pro Client version details client name and IP Address displays selected images rotating continuously
25. l close the signature capture window embed the signature in the signature spot in the document and display the updated document If you touch the Clear button on the signature capture window it will clear the window so that you can start signing once again If you touch the Cancel button the signature capture window will close and discard any partial signature you have entered in the signature capture window Once the act of signing is complete the form fields in the document that are designated to be made read only when this field is signed become read only Start signing rs a An De Cancel 15 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC 4 2 3 Signature Capture Options The appearance of the signature in the signature capture window and in the document can be changed by options specified in the pDoc Pro Server e he color of the electronic ink that appears in the signature capture window when you write your signature can be changed The default color is blue e The location of the signature details date time and other information about the signature with respect to the signature itself can be changed The options are Behind The signature details are placed in the center of the signature field with the details behind the signature squiggle as shown below Beside The signature squiggle is shown on the left side of the field and the d
26. lity uncheck the option Make this client a dedicated pDoc Pro Client and click on the OK button Make this client a dedicated pDoc Pro Client OK 3 Uninstalling pDoc Pro Client Software To uninstall pDoc Pro Client from your client 1 Go to Control Panel gt Programs and Features 2 Select pDoc Pro Client 3 Click on the Remove button and follow the instructions to uninstall the software Uninstalling pDoc Pro Client Software does not affect documents that have already been filled in and signed signatures that have been placed into documents are not removed during un installation 10 www topazsystems com Back to Top SYSTEMS INC Note Deleting the pDoc Pro Client installation folder directly will not uninstall the software completely pDoc Pro Client User Manual 4 0 pDoc Signing Screen The following screenshot of the pDoc Signing Screen on the pDoc Pro Client shows the user interface and a sample document to be filled in and signed SCROLL ZOOM PAGES wv A Q 100 1 1 CANCEL DONE pDoc Pro Sample Document Health History 1 Patient Information 2 New Patient pr STEMS INC Name James e Yes Street Address 100 Main ST No City PO Box 1022 State ZIP Seattle WA 98104 3 Family History 4 How did you hear about us Check for family members still living Select all that apply Mother V Father S Intenet Search Maternal Grandmother Paternal Grandmother Newspaper Ad
27. me Screen you must enter the correct password This is also an administrator operation and should not be done by the typical person signing a document 22 WWW topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC To minimize the Home Screen check the Minimize the pDoc Pro Client home screen option and click on the Apply button By default this option is checked To not display the Home Screen after each signing session check the Do not display the pDoc Pro Client home screen after each signing session option and click on the Apply button By default this option is not checked 5 5 System Settings for Dedicated pDoc Pro Client with Pen Display Connection The system tools button located in the bottom right corner of the Home Screen allows a system administrator to update the license key for the pDoc Pro Client terminate the signing functionality on the client and change the home screen display options When you touch the system tools button a Client Settings Window like the one below will appear pDoc Pro Client Version 1 0 R1038 Client Name SURFACE2 IP Address 192 168 1 139 License Key Terminate Client Home Screen Revert Client Back to Normal Use Password Terminate Home Screen display options Minimize the pDoc Pro Client home screen Do not display the pDoc Pro Client home screen after each signing session Apply The license key update feature should be used when
28. ng in text boxes selecting check boxes and radio buttons selecting items from lists and signing the document When the user has finished and presses a done button icon the client sends the completed document back to the originator s PC where it is stored and available to the operator Then the client goes back to sleep playing a video or displaying a sequence of images until it receives another document for signing 1 2 System Components The pDoc Pro eSign Software System comprises e One or more pDoc Pro Clients The two components of a pDoc Pro Client are A Windows 8 client PC for example e A Windows 8 tablet on which you can sign a document e A Windows 8 desktop or laptop with an attached electronic signature pad or pen display for collecting a handwritten signature The pDoc Pro Client Software that runs on the client as a dedicated or non dedicated application e One or more pDoc Pro Servers The components of a pDoc Pro Server are A Windows PC The pDoc Pro Administrator Demo Software The pDoc Pro Originator Demo Software The pDoc Pro Server SDK 4 www topazsystems com Back to Top VO D AZ pDoc Pro Client User Manual SYSTEMS INC 1 3 System Architecture In the standard configuration shown below the pDoc Pro Server runs on a desktop PC and pushes blank documents to the clients Windows 8 tablets in this example and receives signed documents back from the clients The network connections can be wired
29. ouch screen in a Windows 8 Tablet However if there is a Topaz signature pad or pen display attached to the client the pDoc Signing Screen can capture signatures from it The pDoc Pro Server Administrator can select whether or not to check for a signature pad attached to the client The pDoc Signing Screen uses the signature pad or pen display software drivers that provide communication between the client and the signature pad or pen display so the drivers must be installed on the client before you can capture signatures from the signature pad or pen display If you have not installed the signature capture device refer to the instructions on the Topaz web site www topazsystems com Test the operation of the signature pad to insure that your client can communicate with it properly If you have a pen display device see the pen display section of this document for installation instructions 3 4 Installing pDoc Pro Client Software Installing pDoc Pro Client software is accomplished by running the pDoc Pro Client installation file provided During the installation you will be provided with an option to agree or disagree to the license agreement prompted to enter user information and a license key optionally set a special folder for installation and choose the default home screen type The sequence of screens displayed guide the user through the installation process 3 5 Make Dedicated pDoc Pro Client After the installation of the pDoc Pro
30. splayed window select Let me choose one scaling level for all my displays and then select Smaller 100 4 Click on the Apply button The screenshot below displays the recommended settings t EB gt ControlPanel All Control Panel Items Display Control Panel Home Change the size of all items Adjust resolution Make text and ot her items on the desktop smaller and larger To temporarily enlarge Just part of the screen use the Magnifier tool Adjust brightness Calibrate colo oe Smaller 100 default Change display settings Project to a second screen C3 Medium 125 Adjust ClearType text Larger 15096 Custom sizing options Let me choose one scaling level for all my displays Change only the text size Instead of changing the size of everything on the desktop change only the text size for a specific item Title bars 11 Bold A If you use one scaling level some items might be different sizes on different displays Apply You ll see this change the next time you sign in 7 2 Screen Saver To make the client act like a dedicated signature capture device we suggest disabling the screen saver The screen saver can be disabled by using these steps 1 Swipe in from the right edge of the screen tap Settings and then tap Control Panel If you re using a mouse point to the lower right corner of the screen move the mouse pointer up click Settings and then click
31. systems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC 14 System Operation A typical transaction using the pDoc Pro eSign Software System consists of the following steps 1 Pushing a Blank Document Form from the Server PC to the Client a he system operator selects a document for the customer to fill in and selects the client device tablet or PC the customer will use to fill in and sign the document b The system operator clicks the Push Document to Client button which sends the blank document to the client 2 Filling in and Signing the Document on the Client a Customer uses the pDoc Pro Client Software to fill in form fields and sign the document on the client b Customer clicks on the Done button which sends the signed document back to the pDoc Pro Server 3 Saving the Signed Document on the PC a he pDoc Pro Server Software receives the signed document from the client saves it automatically in a specified folder and indicates on the GUI that the completed document has been received and saved b System operator uses the pDoc Pro Server Software to confirm completion of the transaction and receipt of the client in the case of a tablet from the customer 2 0 pDoc Pro Client Software The pDoc Pro Client Software is the client software running on both dedicated and non dedicated pDoc Pro clients Typically a Windows 8 tablet that will be used by several people in turn operates in ded
32. te Client Home Screen Revert Client Back to Normal Use The license key update feature should be used when the evaluation license period has expired and a permanent license key has been purchased and is to be entered into the System 21 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC To terminate the Home screen you must enter the correct password This is also an administrator operation and should not be done by the typical person signing a document 5 4 System Settings for Non Dedicated pDoc Pro Client The system tools button located in the bottom right corner of the Home Screen allows a system administrator to update the license key for the pDoc Pro Client terminate the signing functionality on the client and change the home screen display options When you touch the system tools button a Client Settings Window like the one below will appear pDoc Pro Client Version 1 0 R1038 Client Name SURFACE IP Address 192 168 1 139 License Key Terminate Client Home Screen Revert Client Back to Normal Use Password Terminate Home Screen display options Minimize the pDoc Pro Client home screen Do not display the pDoc Pro Client home screen after each signing sessio Apply The license key update feature should be used when the evaluation license period has expired and a permanent license key has been purchased and is to be entered into the System To terminate the Ho
33. the evaluation license period has expired and a permanent license key has been purchased and is to be entered into the system 23 www topazsystems com Back to Top TO D AZ pDoc Pro Client User Manual SYSTEMS INC 7 To terminate the Home Screen you must enter the correct password This is also an administrator operation and should not be done by the typical person signing a document To minimize the Home Screen check the Minimize the pDoc Pro Client home screen option and click on the Apply button By default this option is checked To not display the Home Screen after each signing session check the Do not display the pDoc Pro Client home screen after each signing session option and click on the Apply button By default this option is not checked 6 0 Behavior of pDoc Pro Client on a Pen Display A Pen Display acts as an extended monitor when connected to the pDoc Pro Client The Home ocreen and pDoc signing screens are displayed on the Pen Display device The stylus provided with the Pen Display is used for capturing signatures and other click events that are performed by the mouse When a Pen Display is device is connected to the pDoc Pro Client the home screen and pDoc Signing Screen run on the Pen Display by default When you push a PDF it is displayed on the attached Pen Display The Home screen and the Signing application can be minimized if required 7 0 Configuring the Client to Optimize User Exp
34. zsystems com Back to Top TO D AZ pDoc Pro Client User Manual Ww STEMS INC If the user touches the I do not agree button pDoc Pro Client closes the message window so that the user can continue to read the document sign it and fill in form fields During the course of signing and entering data into a document if a user decides they do not want to complete the form and want to terminate the signing session they can touch the Cancel button whereupon pDoc Pro Client presents the following window This action will delete any signatures and data you have entered Do you want to continue this cancel process If the user touches the Yes button pDoc Pro Client deletes signatures and data that have been entered into the document notifies the pDoc Pro Server that the signing session has been cancelled deletes the local copy of the PDF and shows the Home Screen to await the next document pushed to it If the user touches the No button pDoc Pro Client closes the message window so that the user can continue to read the document sign it and fill in form fields The text displayed for the buttons Done and Cancel along with the messages displayed when the buttons are touched and the button captions in the message windows can be configured by the Administrator at the pDoc Pro Server 4 1 4 Signing Session Timeout If a user does not complete a signing session within the specified timeout period the default is 10 minutes
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