Digital Signatures with Foxit PhantomPDF and CoSign...PhantomPDF Standard and PhantomPDF Business...

13
ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected] Digital Signatures with Foxit PhantomPDF and CoSign

Transcript of Digital Signatures with Foxit PhantomPDF and CoSign...PhantomPDF Standard and PhantomPDF Business...

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Digital Signatures with Foxit PhantomPDF and CoSign

2

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Contents

Introduction ................................................................................................................ 2

Supported File Types ......................................................................................................................... 2

Digitally Signing PDF files with CoSign .............................................................................................. 3

Configure CoSign Client ..................................................................................................................... 3

Signing a PDF Document ............................................................................................. 5

Creating a Graphical Signature Appearance .................................................................................... 8

Verifying a Signature ................................................................................................. 10

Signature Panel ................................................................................................................................ 11

Resources .................................................................................................................. 13

Introduction

PhantomPDF Standard and PhantomPDF Business from Foxit Software are popular PDF editing, markup

and collaboration applications for all industries. PhantomPDF Standard and PhantomPDF Business web

sites.

Both versions of PhantomPDF natively work with CoSign to digitally sign and certify PDF files. They also

support verification of digital signatures.

Supported File Types

PhantomPDF can be used to convert many different types of files to the PDF format and then sign them.

Supported file types include:

Word, Excel, PowerPoint, Outlook

Create PDF files from scanned images

3

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Digitally Signing PDF files with CoSign

The following sections detail the steps needed to digitally sign files from PhantomPDF using CoSign.

Configure CoSign Client

First install the CoSign Client software on your Windows PC.

Configure it with a CoSign signing service: your organization’s CoSign Central server or CoSign Cloud.

Check your configuration by digitally signing a PDF document using CoSign OmniSign.

To sign with PhantomPDF, an additional configuration setting is needed:

1. From the CoSign configuration utility, select Client Configuration, then expand the Client settings,

then select Login dialog

2. Click Set login dialog parameters

3. Uncheck Permit known applications only—it should not be checked

Please see the screenshot below.

4

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

5

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Signing a PDF Document

Launch PhantomPDF and open the document you would like to sign.

Documents can be digitally signed and certified, or digitally signed. In this example, we are digitally

signing and certifying a PDF file.

Select Protect from the File|Menu, then select from the ribbon, then select Certify with Visible

Signature.

6

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

The Sign Document dialog is shown. Choose your Digital ID and change the Appearance Type to include a

graphical representation of your signature. See below for creating your graphical appearance.

Click Sign to complete the process. The signed document will be shown:

7

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

8

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Creating a Graphical Signature Appearance

To add a graphical signature to your digital signatures, select FILE, then Preferences.

Select Signature. You will need to scroll down to see it.

Select New… to create a new Signature Style.

9

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Complete the Configure Signature Style dialog, below.

In the Configure Graphic section, select Imported graphic and choose your signature image file.

10

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Verifying a Signature

Click on a digital signature to validate it.

11

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Signature Panel

The signature panel shows information about all of the document’s signatures.

12

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

To open the signature panel, choose the Signature button on the left Navigation pane at the bottom.

13

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Resources

PhantomPDF Standard User Guide

PhantomPDF Business User Guide