CoSign Quick Guide: Virtual Signing
Contents
1. PDF files Close Closes the current PDF file Save Saves the current PDF file to the default location If the original file is a non PDF file you are prompted to specify a file location Save As Saves the current PDF file to a user selected location Invokes an email client with the current PDF file attached Print Prints the current PDF document Exit Closes OmniSign Toolbar Toggles viewing the OmniSign toolbar Status Bar Toggles viewing the OmniSign status bar Go To Displays the First Page Next Page Previous page Last Page or specific Page of the current PDF document Sets the Zoom Navigation Sets whether to display a Single Page in the view window or whether to Type display the whole PDF document in Continuous Scrolling Scroll Up Scrolls up Scroll Scrolls down Down Creates a signature field and activates a digital signature operation into the current PDF document You can place and stretch the digital signature field Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com Ci ON ax Menu Item Description Tools Add Digital Inserts a new digital signature field into the current PDF document You can Signature place and stretch the digital signature field Field Add Inserts an electronic signature into the current PDF file Electronic Signature Field Validate Performs a digital signature validation of all2. you to perform various signature related operations such as creating and signing a new signature field in the PDF document adding a new electronic signature into the document and validating all existing digital signatures in the document Toolbar Some of the operations that can be performed using the OmniSign menu bar can also be activated using the OmniSign toolbar Main window Displays the currently open PDF document or documents Navigation bar Enables you to navigate to a certain page in the current document or control the zoom level of the currently viewed page in the main window of OmniSign Signatures pane Enables you to view all signed and non signed signature fields and perform various operations on the signature fields Note To configure OmniSign options refer to the Complete CoSign Central User Manual Chapter 7 OmniSign Signing PDF and non PDF files Configuring OmniSign Options Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com SIEN ax Creating and Signing a Digital Signature Field Note If you wish to view or change any OmniSign settings before signing refer to Configuring Default Signature Settings To create and sign a digital signature field within the OmniSign application Click in the toolbar or select Signatures gt Sign Create and Sign gt In the main window left click the mouse once to specify
3. DF format you can easily convert it to PDF using ARX CoSign printer and at the same time launch the OmniSign application To launch OmniSign with a non PDF file Open the file in its application gt gt gt ae a Clicking Print triggers the PDF conversion process and the OmniSign Select File gt Print The Print dialog box appears Figure 1 displays the SiOn ax standard Print dialog box that appears in Word Select ARX CoSign Printer as the printer Change the print properties if desired Click Print application is launched for the newly created PDF file Getting Started with OmniSign The OmniSign window Figure 2 includes the following elements gt gt gt gt gt Menu bar Toolbar Main window Navigation bar www arx com a CoSign OmniSign C Documents and Settings ezerWesktop Release Notes 4 5 2 pdf File view Signatures Tools Window Help oH thors yo Release Notes Version 4 52 General information This version is based on CoSign appliance version 4 5 which provides an enhanced upgrade procedure that enables customers to perform an upgrade from version 4 1 to version 4 5 New features improvements and fixes gt gt Upgrading the CoSign appliance from version 4 1 A problem was fixed when upgrading a primary CoSign appliance from version 4 1 to 4 4 After the upgrade was done it was impossible to install an alternate appliance If CoSign was ins
4. ameters Configuring the Signature Appearance ey gt Configuring Date and Time Format Fieldmame y Viewing the Signature Field Size and Position a S iguri Figure 5 Signature General Paramet Configuring the Signature General Parameters e i geminayelanec The General pane Figure 5 includes the following parameters gt gt Field name Specify a name for the signature field This option is relevant only when configuring settings for a specific signature field gt Allow entering reason Specify whether to prompt the signer to enter a reason during signing This is the reason that is part of the signature field and can be seen in the signature pane when the file is opened in Adobe Reader If you also select Reason in the Appearance pane the reason will also be displayed inside the signature on the document itself Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com Appearance Show signature field Configuring the Signature Appearance Display caption labels Date and time Graphical signature Signer s name The Appearance pane Figure 6 includes the following parameters C Initials Title Show signature field Specify whether the signature field will be ore hii visible When this box is unchecked the signature appearance and the signature size and position settings are disabled and the signature rectangle is hidden G
5. d Viewing Signature Details The Signatures pane lists all the digital signature fields inside the PDF document For every signed field the following information is displayed gt Signer name and graphic indication of signature validation status Signature validation status Valid Invalid or Unknown not yet validated gt Signature time Visibility Whether the digital signature is visible in the PDF document gt Reason If entered Signature field name and Signature page number Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com Manipulating a Single Signature Field You can perform various operations on a single signature field These operations are available by right clicking a signature field in the Signatures pane or right clicking the signature field in the main window The operations include Sign Signs or re signs the signature field You are prompted to enter a reason and title if the corresponding settings are selected in the default signature settings gt Validate Validates the digital signature The display of the signature in the main screen is refreshed to reflect the validation state of the signature gt Clear Clears the digital signature This results in an empty signature field gt Remove Removes the digital signature as well as the signature field from the document gt gt Se
6. hat the displayed date and time contain some additional fixed text Take care not to change the letters that identify the year y month m day d hour h and minutes m even if these letters are different in your native language Viewing the Signature Field Size and Position Properties The Properties pane Figure 9 displays the signature field s size and a position as follows x width gt gt Page The page number of the page in which the signature field is us Hegt located i Figure 9 Signature Size and Position gt X The horizontal distance in Adobe pixel units of the signature field s bottom left corner from the document s 0 0 point usually but not always the bottom left corner of the document Y The vertical distance in Adobe pixel units of the signature field s bottom left corner from the document s 0 0 point usually but not always the bottom left corner of the document gt Width The width of the signature field in Adobe pixel units gt gt Height The height of the signature field in Adobe pixel units Batch Signing The OmniSign application can also be used for signing multiple files in unattended mode To run OmniSign for batch signing gt Run Start gt Programs gt ARX CoSign gt CoSign Control Panel In the CoSign Control Panel select OmniSign settings The OmniSign window appears Configure the signature settings you wish to apply to all t
7. he desired size is displayed and release the mouse to specify the opposite corner A Default Signature Settings window appears refer to Configuring Default Signature Settings This window is identical in appearance to the window in which you set general signature default settings but the settings you specify will apply only to the digital signature field you just created Non relevant fields are disabled Specify the settings for the digital signature field gt Click OK The digital signature field is created Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com Csi ON ax Inserting an Electronic Signature You can incorporate an electronic signature into the PDF document An electronic signature is a graphical image of an end user s handwritten signature The end user can enter his her electronic signature using a graphical signature pad This method is appropriate for a Point of Sale scenario for example In this type of usage after the purchase form is completed the customer inserts his her electronic signature and the local sales person digitally signs the whole document To enable inserting an electronic signature you must attach a pad to the workstation or use a Tablet PC mouse refer to CoSign Quick Guide CoSign Configuration for more information If you are using a pad in a CoSign Client installation it is required that the CoSign cl
8. he files to be signed gt Turn on silent mode by selecting Enable Silent Mode in the Advanced tab of the OmniSign Profile in the CoSign Configuration Utility refer to Complete CoSign Central User Manual Chapter 11 Using the CoSign Configuration Utility Editing a Profile s Advanced Settings If you want the signed files to be stored in a different folder than the one they are stored in before signing specify the folder in the Default folder field Figure 10 Severance Click OK to close the OmniSign window Default folder gt Run one or more instances of OmniSign exe s lt PDF file gt either in parallel or serialized where lt PDF files gt specifies a group of files Delete original using wildcards for example c tmp pdf Fiara 10 Savino Ontinnc Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com Ci ON ax OmniSign Menu Bar The OmniSign menu bar includes the following options Menu Item File View Signatures Options Description This menu option is available in Static display mode in which a single document is displayed in the main window Restore Switches the display mode to Cascading mode Minimizes the current document in the main window Close Closes the current document Next Displays the next available document Opens a PDF file The new file is opened in addition to the currently opened
9. ient be installed with the ARX CoSign admin component which enables using a signature pad To insert an electronic signature Click amp in the toolbar or select Signatures gt Add Electronic Signature In the main window left click once to specify one corner of the field Continue dragging the mouse until the desired size is displayed and release the mouse to specify the opposite corner You are prompted to enter a signature using the currently connected E signature pad or Tablet PC mouse If the pad includes a display the l graphical signature appears on both the display and the PC Figure 3 A new electronic signature image is created in the location you indicated You can add an electronic signature several times before digitally signing the PDF document Note The electronic signature option is disabled by default Use the o Figure 3 Electronic Signing using a CoSign Configuration Utility to enable the option by selecting Allow Signature Pad electronic graphical signatures in the OmniSign Advanced tab Validating All Signatures To validate all signatures click amp in the toolbar or select Signatures gt Validate all Signatures The Signature Pane displays the validity status of each signature In the main window a valid signature appears with a green background an invalid signature appears with a red background and an unknown not yet validated signature appears with a yellow backgroun
10. one corner of the field Continue dragging the mouse until the desired size is displayed and release the mouse to specify the opposite corner gt The signature will appear automatically unless CoSign was configured to include additional elements e Reason option The Select Reason dialog box appears Enter or select a reason and click OK For instructions on configuring the Reason option refer to the Complete CoSign Central User Manual Chapter 4 Signing Microsoft Office Documents Default Signature Settings General Parameters e Title option Enter the title of the signer when prompted e Certificates If you have several certificates in CoSign you are prompted to select the desired certificate If you have a single certificate it is automatically selected e Graphical images initials logos If you have several graphical images initials and or logos in CoSign you are prompted to select the desired graphical image The created signature field is digitally signed Inserting a Digital Signature Field You may wish to insert a digital signature field without signing it for example if you are designing a document template To create a digital signature field gt Click in the toolbar or select Signatures gt Add Digital Signature Field In the main window drag the mouse to the desired location of the new signature field Left click once to specify one corner of the field Continue dragging the mouse until t
11. py Mx This chapter describes how to use the CoSign OmniSign application to manage all digital signature related operations in a PDF document and sign any printable data from any application The major benefits offered by OmniSign include Easily sign existing PDF documents Sign non PDF documents by using the document s application File gt Print command While CoSign comes with extensive third party application support for digital signatures there are other applications that do not provide digital signature support such as ERP systems homegrown systems and others With OmniSign any of these applications that support standard printing functionality can utilize OmniSign to add digital signatures to their documents Manage all digital signature related operations in a PDF document Launching OmniSign There are several ways to launch the CoSign OmniSign application If your file is already in PDF format you can Right click the file name and select Sign with CoSign OmniSign is launched for the PDF file Note If the Sign with CoSign option does not exist in the right click menu you can add it as follows Launch OmniSign via the CoSign Control Panel and in the OmniSign application select Tools gt Add Sign with Cosign to PDF files Select OmniSign in the CoSign Control Panel OmniSign is launched Open a file by selecting File gt Open in the OmniSign menu bar and browsing to the file If your file is in non P
12. raphical signature location Default Left Top Figure 6 Signature Appearance gt gt Display caption labels Indicates whether to use captions such as Date Reason Signed by for the fields that will be displayed in the signature field gt Graphical signature Specify whether to display the graphical signature in the signature field gt gt Initials Specify whether to display the initials It is not recommended to select both Graphical signature and Initials gt Logo Specify whether to display a logo gt Date and time Specify whether to display the date and time of signing in the signature field Signer s name Specify whether to display the signer s name in the signature field Title Specify whether to prompt the user to enter a title during signing Reason Specify whether to display the reason for signing in the Default Signature Settings signature field on the document itself Settings Time Format Scope of Signature Signature Pofcy Graphical signature location Specify the location of the visible eee 1 signature Time Format hemmt SO S S S SCYd F Display GMT Offset e Default Signature location is determined by the settings ar eae Te oe day of mon as igs with leading Zero configured in the CoSign Configuration Utility cre ears a edible ea month as a three letter abbreviation e Left The graphical signature is on the left and the tex
13. signatures in the current PDF file All Signatures Default Sets the following default signature settings General Appearance Date amp Signature Time Format and Properties Settings Sets the OmniSign settings Restore Restores all the default settings Defaults Add Sign Adds Sign with CoSign to the right click menu that appears when you right With click a PDF file CoSign to PDF files Windows Cascades all opened PDF document windows Help Displays information about OmniSign and a link to the ARX web site Displays this chapter in on line Help format Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com
14. t is on the oa ax Tast tno dals i F year represented by full four digits rl g h t Time format notation h hour m minute second t am or pm e Top The graphical signature is on the top and the text is on the east te eens h m no leading zero bottom Note In order to use the Initials and Logo features images for the initials and logo must be created ahead of time Please refer to the CoSign Quick Guide CoSign Configuration Figure 7 Default Signature Settings Time Format Tab Configuring Date and Time Format Date amp Time Format If the date and time are displayed in the signature field that is Dae _ Display GMT offset the Date and Time box is checked in the Appearance pane you T e can set the date and time format as follows Figure 7 gt Date You can select a date format from the drop down list Figure 8 Date amp Time Format or create a new one Refer to Figure 8 for an explanation of the date format notation gt Time You can select a time format from the drop down list or create a new one Refer to Figure 8 for an explanation of the time format notation gt gt Display GMT offset Specify whether to display the time zone of the signature operation in relation to GMT Keep Your Business Moving ARX 855 Folsom St Suite 939 San Francisco CA 415 839 8161 www arx com sales arx com SIEN ax Note You can modify the format of the date and time strings so t
15. talled in NO CA the upgrade to version 4 4 would fail This problem was fixed In Some cases CoSign would not respond after installing isp4_4 dim This dim was fixed The following section describes how to upgrade CoSign from version 4 1 directly to version 4 52 Remark If CoSign is installed in NO CA mode there is a problem when trying to backup the appliance Please contact ARX support for getting a special dim that fixes the problem The dim is named fnocb d im and can be installed only after CoSign is upgraded to version 4 5 After the dim is installed a hard restart is required to version 4 52 gt General Add Printer Adobe PDF ARX CoSign Printer Microsoft Microsoft XPS Office Doc Document b Status Ready I Printtofile Preferences Location Comment Electronically signs any printable file type Find Printer m Page Range All Number of copies fi Selection Current Page Panes F Collate Be Be Figure 1 Selecting the ARX CoSign Signatures E yf Signed by JMiller Signature is valid Time Mar 1 2009 4 00 PM Visibility Visible Field Signaturel on page 2 E yf Signed by JMiller Signature is valid Time Mar 1 2009 4 00 PM Visibility Visible Field Signature2 on page 5 i Unsigned Signature Fields Field 1 on page 1 Field 2 on page 1 Figure 2 OmniSign Window pan Printer Signatures Menu bar Enables
16. ttings Displays the signature settings in view only mode To change signature settings you must remove the signature and create it again Details Displays the digital signature status and certificate status J oT General Field name Configuring Default Signature Settings Appearance You can configure default signature settings to apply to all signatures or to EE an individual signature field C Display caption labels V Date and time Graphical signature Signer s name C Initials C Title C Logo Graphical signature location Defaut O Lett Top gt To configure default signature settings for all signatures click in the toolbar or select Tools gt Default Signature Settings The Default EEEE Signature Settings dialog box appears The settings you configure will Date MMM d yyy C Display GMT offset apply to all signatures except those whose settings were individually set Time mm tt x Properties To configure signature default settings for an individual signature insert a new digital signature field as described in Inserting a Digital Signature Wit OO Field The Default Signature Settings dialog box appears Figure 4 a da Height 0 Page The Default Signature Settings dialog box contains the parameters that influence the signature appearance It includes parameters for the following Figure 4 Default Signature Settings Configuring the Signature General Par
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