Getting Started

Setting System Preferences

In Adobe^® Acrobat^® select Sign-it^® from the Edit/Preferences menu or System Preferences from the Sign-it menu. The Preferences screens for Sign-it are shown below.

1. General

   

   General Preferences	Description
   Enable persistency between Sign Now signature fields	Select if you want the data from the last Sign Now signature field created to appear when creating new Sign Now signature fields.
   Enable persistency between new Blank Signature fields	Select if you want the data from the last Blank Signature field created to appear when creating new Blank Signature fields.




2. User

   

   User information from this setting is used for importing User data to fields when creating blank signature fields. If a computer system is shared among multiple users, each new User to Sign-it should enter a Title, User ID, First Name and Last Name. This data is stored in the local database. When you log in, your User data will be displayed in this setting. This information must be entered for each system used; it is not carried across the network.




3. SignatureOne^®

   

   SignatureOne settings are required if you are using signature verification, stamps, passwords or uploading transaction receipts with Sign-it. You must be logged in as an Admin or have Admin rights to set the settings for the Server and Company. See your network administrator or refer to the SignatureOne^® Profile Server documentation for these settings.

   SignatureOne Preferences	Description
   Primary Server URL	Enter the Server IP address or Server name of the SignatureOne Profile Server you have been enrolled on. Select Test to test your connection to the server.
   Secondary Server URL	Enter a second Server IP address or Server name if you have been enrolled on a secondary SignatureOne Profile Server. Select Test to test your connection to the server.
   Use Secure Connection (SSL)	Check the box if you are using SSL to secure a connection between client and server.
   Company	The company name is used for uploading transaction receipts. Select Set Company to enter a valid UserID and Password for the server.




4. Transaction Receipts

   

   A transaction receipt is a record of your signing and signature data. These records and data can be stored on the server for history information of every signing. Select the box to automatically upload receipts to the SignatureOne Profile Server upon starting Acrobat^®.

   Note:

   • Sign-it will always try to upload a transaction receipt following a signing. Checking this box adds an additional upload attempt when Acrobat is started.
   • Transaction receipts are created only if you have a Primary Server and Company name set in the SignatureOne settings.
   • Transaction receipts are saved to the server database if your computer has a connection to the server.
   • Transaction receipts are saved to the local database if your computer does not have a connection to the server. These will be uploaded to the server once a connection is established.

Sign-it Menu

Menu Item	Description
Sign now	Add a signature on-the-fly. Not available in Adobe® Reader®
Create Blank Signature Field	Add a blank signature field to be signed at a later time. Not available in Adobe Reader
Certify Document	Select to create a Certified document This is Acrobat's feature. Please refer to Acrobat's Help on Certifying a Document for additional information.
Signature Preferences	Set requirements and options for signature, display, Ceremony® data, sectional signing and security. Not available in Adobe Reader
Signature Properties	View Signature Method, User ID, Title, Name, Reason, Location, Timestamp and Certificate of signature. Signature Properties are not available for unsigned signature fields
System Preferences	Set signature persistency, User information, and SignatureOne server information. Also accessible from the Edit/Preferences/Sign-it menu.
Work On-line	Connect to your network for signature verification, stamping, and password. A SignatureOne Profile Server must be set up prior to selecting to Work On-line.
Work Off-line	Use when a connection to the network database is not available. Can access local database for signature verification, stamping, and password.
Tools	Edit Reasons – Select to add, edit or remove reasons for signing Edit Locations – Select to add, edit or remove locations for signing Upload to SignatureOne – Select to upload transaction receipts to the SignatureOne Profile Server. You can select to automatically upload transaction receipts in System Preferences. Sequential Signing – Select to advance from one signature field to the next utilizing Acrobat's tabbing order. Cannot be used in conjunction with Multi-Page Signing.
Sign-it Help	Get information on using Sign-it. Also accessible from the Acrobat Help menu.
About Sign-it	Identify Sign-it version and product information. Also accessible from the Acrobat Help/About Third-party Plug-ins menu.

Overview on Creating a Document Containing Signatures

• First create your document which will require an electronic signature.*
• Once your document is completed select Create Blank Signature Field from the Sign-it menu.
• Place the cursor at the location in the document where you want to place a signature and hold down the left mouse button while dragging out a box to the dimensions (height and width) you want the signature to be. Repeat this any place in the form you require a signature. Sign-it does not limit the number of signatures that can be in a document so you can place as many signature boxes in the document as required.
• Select the required fields and displayed fields in Signature Preferences. This is not required but allows users to see which signature box is designated for them to sign by showing their name and the signing message in the signature field.
• Save document.
• Certify document if required.
• Distribute the document to obtain the appropriate signatures.

* Refer to your Adobe Acrobat User Guide for information on how to create PDF forms.

Adobe Acrobat Versions and Electronic Signatures

To help you decide which version of Adobe Acrobat you need, review the Acrobat matrix:

http://www.adobe.com/products/acrobat/matrix.html

Using Sign-it in Adobe Reader only allows you to sign documents that are Reader-enabled using Adobe^® LiveCycle^® Reader^® Extensions, Acrobat 8.0/9.0 Professional or Acrobat 3D 8.0. The full version of Acrobat is required for the creation of signature fields and setting signature preferences for signing at a later time.

Working On-Line or Off-Line

These modes of operation for Sign-it require that you have been enrolled on a valid SignatureOne Profile Server for the use of signature verification, stamping, or passwords. The modes of operation are:

• On-Line Mode - In this mode the server settings in your System Preferences are used to contact the SignatureOne Profile Server and perform real time biometric signature verification before allowing your signature to be placed in a document or password verification before placing a signature stamp or password. In either case it is required that you have an IP based connection to a valid Profile Server to function properly.



• Off-Line Mode - In this mode your signature is verified against a local template on your machine or your stamp is obtained locally. This requires that you have been enrolled on a valid SignatureOne Profile Server and your template has been exported to your local machine. This mode is designed for users who are frequently unable to have a real time connection to a network server.