1. Instructions on Implementing Digital Signatures
1. Design Your Signature
Choose Edit Preferences Choose Security in the left
categories panel.
Click New in the Digital Signatures section of the panel
to create a new signature appearance.
Create a title for your signature.
Check the items in the bottom portion of “Configure Text”
that you want to appear with your signature, including the
date when you signed, the reason that you signed, and
other information. The preview changes as you make your
selections.
Be sure to uncheck “logo”
If you want to include a graphic, select Imported Graphic,
and then click File and select the file name for the picture
that you want to include.
You can scan your actual pen-and-paper signature
and convert it into a bmp file to upload as your
logo. Scan with 24-bit color, Double click on the
scanned image in Paperport desktop, Click on the
picture wizard, and sharpen the image. You can
choose to highlight your signature to make it more
defined by clicking the “Add Highlighting” button on
your left. Then in the Paperport desktop, convert
the file to the Microsoft Photo Editor, which will
also allow you to crop and resize it.
Click Ok, and the signature you created should now
appear as one of the selections.
Click Ok again to close the window
You can create multiple signature appearances for
different purposes. For example, you may want to
use one signature appearance for signing contracts
and a different signature appearance for signing
correspondence.

2. 2. Certify the Document.
All documents must be certified. Take note that you
are unable to certify a document after having signed it.
Therefore, certification should be used as the way to
sign a document.
Certification will be the final step before saving a file to
the S-Drive, so all final changes must be made to the
PDF document prior to certifying. Once a PDF file is
certified, you will no longer be able to make any
changes without then invalidating the document.
If you require someone else to sign the document
before certifying it, go to the pen icon on the top
toolbar menu and select “Create a Blank Signature
Field” (This option can also be selected by going to
Document and then Digital Signatures). You can
create as many blank signature fields as you need.
Select OK in the next window
A mouse icon will allow you to designate the area where
you would like the other person’s signature to appear.
A window will pop up showing the digital signature
properties. Keep the default properties and click close.
Choose File Save as Certified Document
Click OK in the next window that appears

3. In the following menu, it will ask what actions will be
allowed after the document is certified. If you’ve
inserted a field for someone else to sign, the properties
will automatically be set accordingly. Otherwise, you
have the option of allowing for fill-in changes from the
drop-down menu.
Ensure that the “Lock Certified Signature Box” is
checked
Click Next
Choose the radial button “Show Certification on
Document”
Click Next
Click Ok in the next window, which will prompt you to
outline the area you want your certified signature To
appear.
Select the top digital id in the next window, Click ok
Choose a reason for signing from the drop-down menu
Click the button “Show Options” below the drop-down
menu.
In the new drop down menu “Signature Appearance” that
now shows, select the title of the digital signature you
have created.
Select “Sign and Save As” to save the PDF document
under a new file name. If you select “Sign and Save” you
will no longer be able to revert back to the original
document if overlooked changes did indeed need to be
made.
Click Save, and then a box will appear saying you have
successfully signed the document, and click OK
A Blue Certification Icon should appear next to your
signature.

4. 3. Validating Trusted Identities
Each person’s signature will be invalid until it is added
to your list of trusted identities. When opening a
certified document, a box will appear stating the
Document Status. Click the Signature Properties Button.
Click the “Show Certificate” button to the top right
Select the “Trust” tab, and then Click the button “Add to
Trusted Identities”
Click on “Verify Signature” in the next box, and then
close. It may take a moment for the program to refresh
the settings.
Then go to the Advanced menu bar, and select Trusted
Identities
Ensure that the new contact is listed.
You can add people to this list by clicking on the
request contact button, which will send them an
email asking them to be listed as a trusted identity.
In order to insert a signature into the blank field, simply
re-open the document and right click the field and
select “Sign Signature Field” which will prompt you to
the same steps above.