This document discusses best practices for digital signatures. It defines a digital signature as a legally binding signature method based on digital identification that uses encryption to verify authenticity and ensure a document has not been modified. It outlines that digital signatures provide authentication of the signer, integrity of the document, and non-repudiation so the signer cannot deny signing. The document discusses how digital signatures work, the differences between digital and electronic signatures, common use cases, and requirements for digitally signing a document like using a digital ID from a certificate authority. It also covers digital signature workflows and choosing the appropriate signature method based on whether the recipient is inside or outside an organization.

2. Best Practices for
Digital Signatures
PRESENTERS:
Brian Fong, Product Manager
Peter Noyes, Senior Software Engineer

3. What is a Digital Signature?

4. • A legally binding signature method based on a digital
identification (ID).
What is a Digital Signature?

5. • A legally binding signature method based on a digital
identification (ID).
• Uses encryption to determine validity and
confidence.
What is a Digital Signature?

6. Verify Authenticity
The signer is who they claim to be.
What is a Digital Signature?

7. Verify Authenticity
The signer is who they claim to be.
Document Integrity
The document has not been modified.
What is a Digital Signature?

8. Verify Authenticity
The signer is who they claim to be.
Document Integrity
The document has not been modified.
Non-Repudiation
The signer cannot claim otherwise.
What is a Digital Signature?

9. How Does it Work?
Signer

10. RecipientSigner
How Does it Work?

11. Signer
How Does it Work?

12. Recipient
How Does it Work?
Signer

13. Digital vs. Electronic Signatures

14. • A symbol, sound, or process logically associated with the
intent to sign
Electronic Signatures

15. • Encrypted “keys” which ensure authenticity and alert a
recipient if a record was modified
Digital Signatures

16. • Family Law
• Court Orders
• Termination of utility services
• Issues regarding an individual’s primary residence
• Cancelation of health/life insurance
• Recall of product endangering public safety
• Transportation of toxic/dangerous materials
• Any other instance in which a notary is required
Exceptions
Documents that must be signed in writing...

17. What is required to digitally
sign a document?

18. Digital ID:
This ID verifies the authenticity of the signer
What is required to digitally
sign a document?

19. Digital ID:
Created by the Signer (Self-signed)
What is required to digitally
sign a document?

20. Digital ID:
Created by the Signer (Self-signed)
Certificate Authority (CA)
What is required to digitally
sign a document?

21. Digital ID:
Created by the Signer (Self-signed)
Certificate Authority (CA)
Created by your Organization (PKI)
What is required to digitally
sign a document?

22. Digital Signature Workflows

23. Digital Signatures
Digital Signature Workflows

24. Digital Signature Workflows
Digital Signatures
Document Certification

25. Digital Signatures
Digital Signature Workflows

26. Document Certification
Digital Signature Workflows

27. Choosing the Right Signature

28. If you are the signer:
What is required by your recipients?
Choosing the Right Signature

29. If you are the signer:
What is required by your recipients?
If you are the recipient:
Where are the signatures coming from?
Where do your documents go?
Choosing the Right Signature

30. I need to sign or receive signed documents
from within my organization…
Choosing the Right Signature

31. I need to sign or receive signed documents
from within my organization…
Choosing the Right Signature
Self-signed certificates

32. Choosing the Right Signature
I receive signatures from outside my
organization…

33. Choosing the Right Signature
I receive signatures from outside my
organization…
Requires a trusted third-
party Certificate Authority

34. Choosing the Right Signature
I need to send signed documents outside my
organization...

35. Choosing the Right Signature
I need to send signed documents outside my
organization...
Use a trusted third-party
Certificate Authority

36. Compatibility:
Acrobat and Bluebeam

37. EchoSign
Compatibility

38. Compatibility
EchoSign
Adobe CDS

39. Compatibility
EchoSign
Adobe CDS
Windows Certificate Store

40. EchoSign & Adobe CDS

41. Windows Certificate Store

42. In Adobe Acrobat
Windows Certificate Store

43. Digital Signatures:
Authentication, Integrity, Non-Repudiation
Signature Workflows:
Signatures vs. Certificates
Selecting the Appropriate Method:
Qualify the recipient
Conclusion

44. Q & A
PRESENTERS:
Brian Fong, Product Manager
Peter Noyes, Senior Software Engineer