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Digital Signatures User Guide for the Acrobat Family of Products

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Digital Signatures User Guide for the Acrobat Family of Products Digital Signatures Workflow Guide A guide for workflow owners Acrobat® Family of Products Modification date: 9/28/12 © 2009-2012 Adobe Systems Incorporated. All rights reserved. Digital Signatures Workflow Guide for the Adobe® Acrobat Family of Products. If this guide is distributed with software that includes an end user agreement, this guide, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. Except as permitted by any such license, no part of this guide may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Adobe Systems Incorporated. Please note that the content in this guide is protected under copyright law even if it is not distributed with software that includes an end user license agreement. The content of this guide is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Adobe Systems Incorporated. Adobe Systems Incorporated assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide. Any references to company names in sample templates are for demonstration purposes only and are not intended to refer to any actual organization. Adobe, Acrobat®, Reader®, and the Adobe logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Windows®, Windows NT®, and Windows XP® are registered trademarks of Microsoft® Corporation registered in the United States and/or other countries. Mac® and Macintosh® are registered trademarks of Apple Computer®, Inc. in the United States and other countries. All other trademarks are the property of their respective owners. Adobe Systems Incorporated, 345 Park Avenue, San Jose, California 95110, USA. Notice to U.S. Government End Users. The Software and Documentation are “Commercial Items,” as that term is defined at 48 C.F.R. §2.101, consisting of “Commercial Computer Software” and “Commercial Computer Software Documentation,” as such terms are used in 48 C.F.R. §12.212 or 48 C.F.R. §227.7202, as applicable. Consistent with 48 C.F.R. §12.212 or 48 C.F.R. §§227.7202-1 through 227.7202-4, as applicable, the Commercial Computer Software and Commercial Computer Software Documentation are being licensed to U.S. Government end users (a) only as Commercial Items and (b) with only those rights as are granted to all other end users pursuant to the terms and conditions herein. Unpublished-rights reserved under the copyright laws of the United States. Adobe Systems Incorporated, 345 Park Avenue, San Jose, CA 95110-2704, USA. For U.S. Government End Users, Adobe agrees to comply with all applicable equal opportunity laws including, if appropriate, the provisions of Executive Order 11246, as amended, Section 402 of the Vietnam Era Veterans Readjustment Assistance Act of 1974 (38 USC 4212), and Section 503 of the Rehabilitation Act of 1973, as amended, and the regulations at 41 CFR Parts 60-1 through 60-60, 60-250, and 60-741. The affirmative action clause and regulations contained in the preceding sentence shall be incorporated by reference. Contents 1 Getting Started...................................................................................................................... 6 1.1 What’s changed with 10.1................................................................................................................. 6 1.2 What’s changed with 10.0................................................................................................................. 7 1.3 Other resources.................................................................................................................................. 9 2 Authoring Signable Documents......................................................................................... 11 2.1 Best Practices for Signed Documents that will Change................................................................ 11 2.2 Setting up the Signing Environment.............................................................................................. 11 2.2.1 Setting Signing Preferences ...................................................................................................................................12 2.2.1.1 Requiring Preview Mode................................................................................................................................12 2.2.1.2 Changing the Default Signing Method ....................................................................................................13 2.2.1.3 Embedding Signature Revocation Status................................................................................................14 2.2.1.4 Allowing Signing Reason...............................................................................................................................15 2.2.1.5 Showing Location and Contact Details ....................................................................................................15 2.2.1.6 Enabling Document Warning Review .......................................................................................................15 2.2.1.7 Requiring Document Warning Review Prior to Signing.....................................................................16 2.2.1.8 Enabling a Warnings Comment or Legal Attestation..........................................................................16 2.2.2 Signature Appearance Configuration.................................................................................................................17 2.2.2.1 Custom Signature Appearance....................................................................................................................17 2.2.2.2 Custom Watermark and Backgrounds ......................................................................................................19 2.2.2.3 Editing or Deleting a Signature Appearance..........................................................................................20 2.2.3 Timestamps for Signing ...........................................................................................................................................20 2.3 Working with Signature Fields ....................................................................................................... 22 2.3.1 Creating a Blank Signature Field...........................................................................................................................22 2.3.2 Specifying General Field Properties.....................................................................................................................23 2.3.3 Customizing Field Appearances ...........................................................................................................................24 2.3.4 Changing the Default Field Appearance ...........................................................................................................25 2.3.5 Cut, Copy, and Paste Signature Fields.................................................................................................................25 2.3.6 Arranging Signature Fields .....................................................................................................................................26 2.3.7 Creating Multiple Copies of a Signature Field .................................................................................................26 2.4 Authoring Signable Forms .............................................................................................................. 27 2.4.1 Authoring a Document with Multiple Fields....................................................................................................27 2.4.2 Locking Fields Automatically After Signing......................................................................................................28 2.4.3 Making a Field a Required Part of a Workflow .................................................................................................29 2.4.4 Specifying a Post-Signing Action..........................................................................................................................30 2.4.5 Unlocking a Field Locked by a Signature...........................................................................................................32 3 Validating Signatures ......................................................................................................... 33 3.1 Signature Validity Basics................................................................................................................. 33 3.1.1 What Makes a Signature Valid?..............................................................................................................................33 3.1.1.1 Authenticity Verification ................................................................................................................................33 3.1.1.2 Document Integrity Verification..................................................................................................................34 3.2 Setting up Your Environment for Signature Validation ............................................................... 35 3.2.1 Validating Signatures Automatically...................................................................................................................35
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