DigitalSignatures
RevusupportsdigitalcertificationofPDFsanddigitallysigningPDFs.Thesetwo
actionshavesomesimilarities,andcanbedoneatthesametime,buttheyare
distinct.Beforebeginning,itisimportanttounderstandbothconcepts:
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DigitalCertificationistheactofcertifyingtheaccuracyofadocument.Whena
documentisdigitallycertified,itspagecontentislockedtopreventchanges.The
certifiercanopttoallowlimitedchangesthatdonotaffectthiscontent(forexample,
addingmarkups,completingformfieldsorapplyingdigitalsignatures).
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DigitalSignaturesareindependentlyvalidatedsignaturesplacedonadocumentby
somebodytoapprovethedocumentinitscurrentstate.Ifchangesaremadetothe
documentafterthedigitalsignatureisplaced,thestatusofthesignaturechanges
accordingly.
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Animportantdistinctionbetweendigitalsignaturesandelectronicsignatures
isthatthelatterarenotvalidatedforauthenticity.Anelectronicsignatureis
simplyanelectronicrepresentationofsomebody'sautograph;adigital
signaturecontainsauniquedigitalIDtoverifyitsauthenticity.
RevusupportsbothaddingdigitalsignaturefieldstoPDFsandapplyingdigital
signaturestothosefields.Youcancreateandvalidatesignaturesfromself-signed
certificates,whichisidealforcertificationthatoccurswithinorganizationsoramong
trustedparties.Revualsosupportscommerciallyavailablecertificatespurchased
fromtrustedthird-partyCertificateAuthorities.
RevuvalidatesandsignsdocumentsbasedontheWindowsCertificateStoreandthe
PKCS#12standards.RevualsosupportsAdobeCDSsignatures.
Compatibility
RevuStandard,CADoreXtreme11.6orhigher
Contents
CreatingDigitalIDs
ExportingDigitalIDCertificates
ManagingSignatureAppearances
AddingDigitalSignatureFields
CertifyingaPDF
CertifyingastheFirstSigner
CertifyingWithoutSigning
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DigitallySigningPDFs
DigitallySigningaPDFThatAlreadyHasaSignatureField
DigitallySigningaPDFThatDoesNotHaveaSignatureField
ClearingYourDigitalSignature
ValidatingDigitalSignatures
ImportingaDigitalIDCertificate
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CreatingDigitalIDs
Beforeyoucandigitallysignorcertifyadocument,youneedadigitalIDinRevu.If
youdon'thaveonealreadyinstalledonyourcomputer,youcanpurchaseonefroma
trustedCertificateAuthority(consultthedocumentationthataccompaniesittoinstall
thedigitalID;RevuwillautomaticallydetectdigitalIDsinstalledineTokens,USB
dongles,orinyourWindowsCertificateStore)oryoucancreateoneinRevu(also
knownas"self-signed").Youwillonlyneedtodothisonce.
Ifyouarenotsurewhichoptionisrightforyou,considerthefollowing:
Self-Signed:
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Usuallyadequateforpersonaluseorforsmall-to-mid-sizedcompanies,butitis
generallyrecommendedthattheirusagebelimitedtopartiesthathaveestablished
mutualtrust.Whenusingaself-signeddigitalID,youareessentiallyvouchingfor
yourself.
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Youwillneedtoprovidedigitalcertificatestopartiesthatwillreceiveyoursigned
and/orcertifieddocumentsandtheymustinstalltheminordertovalidateyourdigital
signature.
Third-PartyCertificateAuthority:
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TheCertificateAuthoritytakesresponsibilityforverifyingyouridentitytoother
parties,bypassingtheneedforpre-establishedmutualtrust.
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TheCertificateAuthorityisusuallytrustedbytheWindowsCertificateStoreby
default,eliminatingtheneedtoprovidedigitalcertificatestorecipientsaheadof
time.
IfyouchoosetopurchaseadigitalIDfromathird-partyCertificateAuthority,you
shouldnotneedtocreateadigitalIDinRevuandyoushouldnotneedtoexporta
digitalIDtosendtorecipients.SkipaheadtoManagingSignatureAppearancesto
determinetheappearanceofyourdigitalsignatureinRevu,ifdesired.
Ifyouchoosetouseaself-signeddigitalID,youwillneedtocreateit(described
below)andthenexportyourpubliccertificatesoyoucansendittorecipientsofyour
signedand/orcertifieddocuments.
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Tocreateanew,self-signeddigitalID:
1.
GotoDocument>
Signatures>DigitalIDs.TheManageDigitalIDsdialog
boxopens.
2.
Click
AddDigitalID.TheNewDigitalIDdialogboxopens.
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3. SelectoneoftheavailableCreateDigitalIDoptions:
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CreateDigitalIDfile:CreatesadigitalIDinthePKCS#12format.Itis
protectedbyaseparatepasswordthatisdefinedatthetimeofcreation.
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CreateDigitalIDinWindowsCertificateStore:CreatesadigitalIDinthe
WindowsCertificateStore.Itisprotectedbytheuser'sWindowslogin.
Note:Sinceitreliesonauser'sWindowslogincredentials,Windows
CertificateStoreisnotrecommendedforenvironmentswithsharedlogin
credentials.Additionally,theWindowsCertificateStoreisWindows-only
whilePKCS#12iscompatiblewithbothWindowsandMacOS.
4. EntertheIdentityinformation,asdesired.
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NameandE-mailAddressarerequiredfields.
5. IfCreateDigital IDfilewasselected,enterandconfirmaPasswordunder
PKCS#12Options.Thispasswordwillbeusedtoconfirmtheuserasthe
signerofadocument,souseasufficientlysecurepassword.
6. ClickOK.
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ExportingDigitalIDCertificates
Whenyoucreateaself-signeddigitalID,youneedtosendcopiesofyourpublic
certificatetoanybodywhowillreceivedocumentswithyourdigitalsignaturesothey
canvalidateit.Thisshouldbedonebeforesendingthemdocumentsthatyouhave
digitallysigned.Fortunately,Revumakesitsimpletoexportyourpubliccertificate.
ToexportyourdigitalIDcertificate:
1.
GotoDocument>
Signatures>DigitalIDs.TheManageDigitalIDsdialog
boxopens.
2. SelectthedigitalIDtobeexportedandclickExport.IfthisdigitalIDispassword-
protected(forexample,aPKCS#12ID),apasswordpromptwillappear.Providethe
necessarypassword.
3. TheWindowsSaveAsdialogboxopens.BrowsetoadesiredlocationandclickSaveto
savethepubliccertificate.Thisfilecannowbesenttootherusers,whocanadditto
theirtrustedrepositories.
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ManagingSignatureAppearances
Revuallowsyoutocustomizetheinformationsuppliedwithyourdigitalsignatureas
wellasitsappearance.Youcanalsocreatemultipleappearancesforyourdigital
signaturetosuitanykindofsigningneed.
Tocreateasignatureappearancetemplate:
1.
GotoDocument>
Signatures>DigitalIDs.TheManageDigitalIDsdialog
boxopens.
2. SelectthedesireddigitalidentityandclickManageAppearances.The
<name>Appearancesdialogboxopens.
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3.
Clickthe
AddAppearancebutton.TheSignatureAppearancedialogbox
opens.
4. GivethisappearancetemplateaneasilyrecognizablenameintheTitlefield.Thetitle
appearsintheselectionlistwhenchoosingwhichappearancetemplatetousewhen
signingthedocument.
5. ChooseaGraphicoption:
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None:Appliesnographictothesignature.
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Name:Printsthesigner'snameasagraphic.
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File:Appliesthespecifiedgraphictothesignature.Clickthe
navigate
buttontobrowseforafile(forexample,ascanofthesigner's"wet"
signature).
6. ChooseaPositionoptiontodeterminewhereinthegraphicappearsinthe
signingbox.
7. SelectanyoftheoptionsintheTextlisttoenablethem.Theseauto-generatecertain
informationwhenasignatureisapplied.Theyarealloptional.
8. ChoosetheAlignmentoftheseoptions.Theboxescorrespondtotheregions
ofasignaturefield,suchas"top-left,""middle"or"bottom-right"(asshownin
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theexamplebelow).
9. Tosetthefontsizeofthetextoptionsmanually,uncheckAutoandselectthedesired
Font Size.Otherwise,leaveAutochecked.
10. Topreventfieldnamessuchas"Digitallysignedby"and"DN"fromappearinginthe
signaturebox,uncheckLabels.
11. ToremovetheBluebeamiconwatermark,uncheckLogo.
12. ThePreviewofthedigitalsignatureupdateswheneveranyoptionisset.Usethisto
confirmthattheappearanceofthisdigitalsignatureissatisfactory,andwhenitis,
clickOK.
AddingDigitalSignatureFields
Toprepareadocumentfordigitalsigning,addoneormoredigitalsignaturefields
(dependingonhowmanysignaturesareneeded).
1.
GotoDocument>
Signatures>
AddSignatureField.
2. Clickanddragarectangletodefinetheregionwherethesignaturewillappear.
3. IfthePDF requiresmultiplesignatures,dragsimilarrectanglesovertheothersigning
areas.
4. Tomanagethepropertiesofanysignaturefield,right-clickitandselectProperties.
Setanyofthefollowingoptions,asdesired:
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Name:Assignanametothissignaturefield(oftenthenameortitleofthe
persontosignhere).
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Tooltip:Entertextthatwilldisplaywhenauserhoverstheircursoroverthe
field.
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Field:SelectwhetherthefieldwillbeVisible(default),Hidden,Visiblebut
doesn'tprintorHiddenbutprintable.
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Orientation:Selecttheorientationofthesignature,indegrees:0(right-side
up,default),90,180(upsidedown)or270.
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Read-Only:Checktosetthesignaturefieldasread-onlysoitcannotbe
altered.Thiswillactuallymakeitimpossibletoaddadigitalsignaturetothe
field,soitisnotgenerallyrecommended.
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Required:Checktosetthesignaturefieldasbeingrequired.Required
signaturesareeasilyidentifiedbyaredborder.
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Lock:Checktolockthepropertiesofthesignaturefieldsothattheycannot
bechanged.
5. PressEscwhenallsignaturefieldshavebeenaddedandthensavethePDF.
DeletingDigitalSignatureFields
Intheeventthatitbecomesnecessarytodeleteadigitalsignaturefield,dothe
following:
1.
GotoDocument>
Signatures>
AddSignatureField.
2. Right-clickthedigitalsignaturefieldtobedeletedandselectDelete.
CertifyingaPDF
Documentscanbecertified,usuallybythepersonwhocreateditorbythefirst
signer,asbeingauthentic.Additionally,certifyingadocumentpreventssignersfrom
makingchangestoitspagecontent,thoughthecertifierhastheoptiontoallowother
limitedchangestothedocument,includingtheadditionofmarkups,thecompletion
offormfieldsortheapplicationofdigitalsignatures.Assuch,documentsshouldbe
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