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Docusign Signature Appliance Client User Guide Version 8.0

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Docusign Signature Appliance Client User Guide Version 8.0 1 DocuSign Signature Appliance User Guide DocuSign Signature Appliance Client User Guide Version 8.0 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. DocuSign Signature Appliance User Guide 2 Copyright ©2003-2016 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual Property page (https://www.docusign.com/IP) on the DocuSign website. All other trademarks and registered trademarks are the property of their respective holders. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice. DocuSign Signature Appliance Client User Guide, version 8.0 If you have any comments or feedback on our documentation, please send them to us at: [email protected]. 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. DocuSign Signature Appliance User Guide 3 Table of Contents Chapter 1: Overview ............................................................................................................................ 1 Requirements for Data Authentication Systems ............................................................................. 1 Introduction to the DocuSign Signature Appliance ......................................................................... 1 Environments Supported by The DocuSign Signature Appliance .............................................................. 2 The DocuSign Signature Appliance Login Prompt .................................................................................... 2 DocuSign Signature Appliance Extended Authentication .......................................................................... 3 Using the DocuSign Signature Appliance in an ADFS environment ......................................................... 3 Using the DocuSign Signature Appliance in Common Criteria Mode ...................................................... 4 Using the DocuSign Signature Appliance in Manual External CA Mode ................................................. 5 Applications that Work with the DocuSign Signature Appliance............................................................... 6 DocuSign Signature Appliance Components ............................................................................................. 7 DocuSign Signature Appliance Guides .......................................................................................... 8 Intended Audience ......................................................................................................................... 8 Organization of this Guide.............................................................................................................. 8 Chapter 2: Installing ........................................................................................................................... 11 Installing the DocuSign Signature Appliance Client ...................................................................... 11 DocuSign Signature Appliance Client Components ................................................................................. 11 Installation Pre-requisites ........................................................................................................................ 12 Installing the Client Directly from the CD ............................................................................................... 12 Uninstalling the DocuSign Signature Appliance Client ........................................................................... 14 Installing the Root Certificate and Verifier .................................................................................... 14 Installing a Root Certificate ..................................................................................................................... 15 Installing a DocuSign Signature Appliance Verifier ................................................................................ 16 Using CoSign Nation................................................................................................................................ 16 Uninstalling the DocuSign Signature Appliance Verifier ........................................................................ 19 Chapter 3: Using the Control Panel ................................................................................................... 21 Using the Control Panel ............................................................................................................... 21 Control Panel – User Actions .................................................................................................................. 21 Control Panel in a Directory Independent Environment ......................................................................... 22 Control Panel – Administrator Actions .................................................................................................... 24 Control Panel Menu Bar .......................................................................................................................... 24 Control Panel – Tray Item ....................................................................................................................... 25 Chapter 4: Using the Graphical Signature Management Application .................................................. 27 Overview ...................................................................................................................................... 27 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. DocuSign Signature Appliance User Guide 4 Installing the Graphical Signature Capture Device ....................................................................... 27 Managing Graphical Signatures ................................................................................................... 28 Creating an Image-Based Graphical Signature ....................................................................................... 30 Creating a Text-Based Graphical Signature ............................................................................................ 32 Using the Signature Designer Utility ............................................................................................. 33 CoSign Signature Designer Menu Options .............................................................................................. 35 CoSign Signature Designer Toolbar Options .......................................................................................... 35 CoSign Signature Designer Status Bar Information ................................................................................ 36 Chapter 5: Signing Microsoft Office Documents ................................................................................. 37 Signing Office 2010/2013/2016 Documents –Using ARX Signature Line Provider ....................... 37 Adding Signature Fields in Office 2010/2013/2016 ................................................................................. 38 Configuring Signature Settings in Office 2010/2013/2016 ...................................................................... 39 Signing Empty Signature Fields in Office 2010/2013/2016 ..................................................................... 40 Validating and Viewing Digital Signatures in Office 2010/2013/2016 ................................................... 43 Validating Digital Signatures without Using the ARX Signature Line Provider ..................................... 44 Using the ARX Office 2010/2013/2016 – CoSign Signatures Toolbar (Ribbon) ..................................... 44 Signing Office 2010/2013/2016 Documents – Using ARX Legacy Word/Excel Add-ins ................ 45 Overview .................................................................................................................................................. 45 ARX Legacy Word Add-in Menu .............................................................................................................. 46 ARX Legacy Word Add-in Toolbar Options ............................................................................................. 47 Signing and Validating Signatures in Word and Excel Documents ......................................................... 48 Word Specific Signing Features ............................................................................................................... 50 Excel Specific Signing Features ............................................................................................................... 51 Configuring Signature Defaults ............................................................................................................... 52 Imposing Dependency .............................................................................................................................. 58 Using Design Mode .................................................................................................................................
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