pDoc Signer User Manual
Contents
1. pDoc Signer Silent Installation Instructions In your administrator PC 1 Uninstall pDoc Signer if it is already installed 2 Open the Command prompt 3 Navigate to the folder where the pDoc Signer installer resides 4 Type pDocSignerX X_RXXXX exe randreplace the X X_RXXXX with the actual version numbers of the pDoc Signer software to start the installation in a dialog mode to create a response file that will be used during the silent install 5 Once the installation is complete the response file named Setup iss will be created in the Windows folder for example if XP is the OS and the OS drive is C then the Windows directory is C Windows 6 Take a copy the pDocSignerX X_RXXXxX exe file and the Setup iss file to use for silent installation To perform silent installation on other PCs 1 Copy the pDocSignerX X_RXXXxX exe file and the Setup iss file created above to a local folder on the PC where pDoc Signer is to be installed 2 Open the Command prompt 3 Navigate to the folder where the pDocSignerX X_RXXXxX exe file and the Setup iss file are located 4 Type pDocSignerxX X_RXXXxX exe s f1 lt Setup iss Path gt Replace the X X_RXXXX with the actual version numbers of the pDoc Signer software and replace lt Setup iss Path gt with the path name to the folder where the Setup iss file is located for example if pDocSignerX X_RXXXxX exe and Setup iss are located in the C Temp folder then the command would be p2. comments pencil drawing and attachments are allowed Upon clicking OK the document is secured with the information provided and is closed The secured document must be opened again for further use in the pDoc Signer tool Secure Document Open Password Permissions Password Select the operations allowed For secured documents Printing Allowed Nore Changes Allowed Existing Field signing Form Fields Filling comments pencil drawing and attachments ze Note Open Password is optional but Permissions Password is mandatory Open Password One will be prompted to enter this password when the document is being opened Permissions Password One will need to provide this password if permissions on the document need to be modified at a later point of time in other PDF containers Permissions password once provided cannot be changed in pDoc Signer Printing Allowed Two options are available for the user to select print permissions None lf the user selects the None S Secure Document option in the printing allowed the secured documents are not allowed for printing Permissions Password Open Password Select the operations allowed For secured documents Allow Printing f the user selects the Printing Alowed None ql Allow Printing option in the printing None Changes Allowed Allow Printing O o ooo allowed the secured documents are bie gil Note Open
3. The Prefix and Date Time format for date presentation in signature details can be specified in the Date Format tab of the Preferences screen Signature Info Signature Capture Signature Field Font Date Presentation Options in Signature Details Prefix No Prefix Date Time YYYY MM DDThh mm ss hh mm International Preview 2014 09 197T03 49 035 05 30 Note The display of Signature Title and the time date stamp is on by default and non removable for Behind and Beside options But if the height of the signature field is less than 30 pixels or the width of the signature field is less than 50 pixels then the signature details Le Signature Title and Date time stamp are not printed on the signature 3 3 8 Signature Information 1 Creation of List of Signers This feature can be used to create a list of signers for the purposes of signing During Signing in the signature capture screen the list of signers available is displayed and a signer can be selected from the list Each profile contains First Name Last Name and 20 pDoc Signer User Manual Email of the signer To create a profile enter the required information and then click on the Add button Once created the Signer Information i e First Name and Last Name is added to the Signers List A maximum of 10 profiles can be created here for use while signing Signature Info Signature Capture Signature Field Font Pencil
4. Transparency option if the signature field should be transparent on the PDF document The option is checked on by default 3 3 7 Signature Capture Options To set the Signature Capture options go to Tools gt Preferences In the Signature capture tab provide affirmation text if desired Affirmation text set here will be displayed before signing on LCD pads that support this feature A maximum of 150 characters is allowed Affirmation Text Signature position with respect to the details Behind signature Processing Maximum Enlargement Percentage 25 Signature Drawing Option Ink Color a Color _ 18 pDoc Signer User Manual Select the signature position with respect to the signature details i e the signer name and the date time the signature was collected The three options available are Behind Beside and Image Only Signature Info signature Capture Signature Field Font Pencil Date Format Affirmation Text Signature position with respect to the details Signature Processing Maximum Enlargement Percentage 25 Image Signature Drawing Option Ink Color a Color If the option Behind is selected the signature details are placed at the center of the signature field with the signature squiggle behind the details as shown below v Date 20 16 02 TATAA A 08 00 If the option Beside is selected the signature squiggle is shown on the left side of the f
5. field Ba L e The check prd mark icon indicates that the signature is valid e The red X icon indicates whe that the signature is invalid e The caution triangle icon indicates that the document was modified after the signature was added e The question mark fi icon indicates that pDoc Signer is not able to verify the signature The Signature Properties dialog box can be invoked either by clicking on the Status icon or by right clicking on the Signature Field and then selecting the Validate Signature option Clicking on the Validate Signature menu validates the signature first and then displays the Signature Properties dialog box See the screenshots below for reference Unsigned Field Icon BEHZAT NID a 12 pDoc Signer User Manual Status icons and validate right click menu File Tools About PBZ Se Ts XK Iq a gt pl ai H df a Uli ve Tet el Fe EE E Erres 4 alidat e Signature OI ACN E View Signed Version Properties 13 pDoc Signer User Manual Signature Properties Dialog box Signature Properties erification Details Signer Details i Signed 2 8 2013 9 18 45 AM First Name John Ee verified EISE 9 16 49 AM Last Mame Dae Email johndoe johndoe com ae eich Li been modified sin
6. select the folder where the new PDFs should be created is displayed Once the folder is specified the selected pages will be embedded into the new PDF with same name as the original PDF and having a suffix _ Extract For example if the opened PDF name is Demo pdf the new PDF name would be Demo Extract pdf If the option Extract Pages as Separate Files is selected each of the pages is exported into a new PDF document and the page number is appended to the file name for each page in the document Extract Pages From a To ho of 19 d Extract Pages As Separate Files Note Any signature fields both unsigned and signed existing in the page are removed from the page during the extraction process Signature Fields should be inserted again if required Delete Pages 3 10 2 Delete Pages To delete pages from the opened PDF document go to Tools gt Manipulate Pages gt Delete pages In the Delete Pages dialog select the page range i e starting page to ending page and click the OK button Upon clicking OK the selected pages will be permanently deleted from the opened PDF From Insert Pages 3 10 3 Insert Pages Insert File Mew POF Document pdf To insert pages into the opened PDF Location after document go to Tools gt Manipulate mp Pages Insert Pages Select the PDF file from which the pages will be inserted in to the opened PDF document from the file dialo
7. signing go to File gt Select Certificate for Signing Selecting that option opens a window titled Select Certificate for Signing In that window the certificate path e PFX Path to the previously selected certificate or to the default certificate will be shown By default the certificate path is set to the certificate i e pDocSigner pfx that is installed and configured automatically during the pDoc Signer installation the password for the default certificate is pdocsigner To select another certificate for signing browse to that certificate with the Browse button then enter the password in the Password text box and click on the OK button 22 pDoc Signer User Manual Select Certificate for Signing FP d 1 B aSS0F0 10000000 3 4 Sticky Note Comments pDoc Signer allows insertion of sticky note comments in a PDF document Sticky note comments are notes that communicate ideas or provide feedback for PDFs You can type a text message using the sticky note comment tool Text editing tools let you add editing marks to indicate changes you want in the source document Most comments include two parts the icon or markup that appears on the page and the text message that appears in a pop up note when you double click the icon 3 4 1 Adding Sticky Note Comments Click on the sticky note comment tool button The mouse pointer changes from the normal default arrow to an arrow with a sticky note comments ico
8. we click on any of the signature fields in the list 2 pDocSigner d on Page 1 the corresponding blank or signed signature field Signature Title Demo Time 2014 01 02 19 40 39 06 00 in the document will be highlighted as shown in Sa view signed wersion the screenshots below Close the signature panel by clicking again on the Signatures tool button 14 pDoc Signer User Manual File Tools About Se Z T Pa q 1 soit JO AN 100 El Unsigned Signature Fields ff eee eee pDocSigner 1 on Page 1 Bes pDocSigner 4 on Page 1 EE Signatures pDocSigner 3 on Page 1 pDocSigner on Page 1 Sign Here Gp File Tools About SSES F z ES Z ES T k 1 Eon A or 100 a E Unsigned Signature Fields on pDocsigner 1 on Page 1 pDocSigner Zon Page 1 A Signatures EeepDacSigner 3 on Page 1 pDocSigner d on Page 1 One can also use the arrow keys i e up and down or the TAB key to navigate through the list of signatures in the signature panel and select a signature 3 3 5 Viewing Previous Versions of a Signed Document Each time a document is signed in pDoc Signer a signed version of the PDF is saved with the PDF Each version is saved as append only so that it cannot be modified In pDoc Signer the corresponding signed version of a signature can be viewed using the two following options 1 In the Signatures panel select the signature and click on the View signed versio
9. Date Format Default Signature Info First Name s John LastName Doe Email johndoe johndoe com Select Signer John Doe To make a signer the default signer select the Signer from the available list of Signers and then click on OK During the signature capture process the selected signer information is pre filled in the signature capture window 2 Remove a Signer from the List To remove a signer from the list select the signer from the available list and then click on the Remove button 21 pDoc Signer User Manual signature Info Signature Capture Signature Field Font Pencil Date Format Default Signature Info First Name s John LastName Doe Email johndoe johndoe com Add Select Signer John Doe 3 3 9 Automatic Configuration of Certificate pDoc Signer provides a default certificate for signing The default certificate will be configuredautomatically during the installation of the pDoc Signer If the user wants to change the certificate during signing the user needs to go the Select Certificate for Signing in the File Menu and configure the certificate as shown in the certificate selection section 3 3 10 Certificate Selection Signing in pDoc Signer requires the use of a digital certificate During its installation process pDoc Signer automatically installs and configures a certificate that is used by default for signing To select another certificate for
10. DocSignerX X_RXXXxX exe s f1 C Temp Setup iss 5 The pDoc Signer installation will start in silent mode and complete automatically without any user intervention 3 pDoc Signer User Manual 4 2 Making pDoc Signer the Default Program for Opening PDF Documents Procedure to Make pDoc Signer the Default Program for Opening PDF Documents in Windows XP 1 Right click on a PDF document icon A window will open with a menu 2 Hover the mouse over the Open With option A window will open with a list of programs 3 Left click on the Choose Program option at the bottom of the list An Open With Window will open 4 Left click on the Browse button An Open With window will open 5 Navigate to the pDoc Signer folder and double left click on it to display the folder contents 6 Left click on pDoc Signer exe It will be highlighted and the entry pDoc Signer exe will appear in the File name box 7 Left click on the Open button The Open With window will disappear and the Open With window will show pDoc Signer highlighted 8 Left click in the check box Always use the selected program to open this kind of file 9 Left click on the OK button The Open With window will disappear and pDoc Signer will open displaying the document selected in step 1 After this when you double click on a PDF document icon pDoc Signer will open and display the document Procedure to Make pDoc Signer the Default Program for Opening PDF Do
11. Password is optional but Permissions Password is mandatory allowed from printing Changes Allowed Five options are available for the user to select the changes allowed on the PDF ing 30 pDoc Signer User Manual None If the user selects the None option in the changes allowed no changes are allowed on the PDF after securing the PDF Existing field signing and form fields filling If the user selects the Existing field signing and form fields filling option the secured document will allow existing form field filling and signing of existing blank signature fields All other operations are disabled Existing field signing form fields filling comments pencil drawing and attachments If the user selects the Existing field signing form fields filling comments pencil drawing and attachments option the secured document will allow existing form fields filling signing of existing blank signature fields insertion of comments insertion of pencil drawing and adding attachments in the secured documents All other operations are disabled Insertion and deletion of pages If the user selects the Insertion and deletion of pages option the secured document will allow only insertion of the pages and deletion of the pages in the Manipulate Pages All other operations are disabled All allowed except extract pages If the user selects the All allowed except extract pages option the secured docume
12. Text lines that are longer than the width of the text field are truncated by standard convention they do not automatically wrap to the next line so you should use line returns for multi line comments 3 5 2 Updating Text Comments The existing text comments can be updated in pDoc Signer Click on the text comment and alter the text as required The updated text is applied to the text comment when the PDF is saved The screenshot below shows a text comment after updates 26 pDoc Signer User Manual BBD ZET Ma P H of pDoc Signer Fi 3 6 Pencil Tool The Pencil tool creates free form drawings and the Pencil Eraser tool removes the pencil markups 3 6 1 Draw Pencil Line Click on the pencil tool The mouse pointer changes from the default pointer to a cross bar Drag where you want to begin drawing and release the mouse button where the pencil line should end The pencil markup with selected color and width will be drawn on the page Fil Tools About FF f ES T E File Tools About SM SiS Tex MA PA E 1 0 Introduction pDoc Signer allows signing of PDF docun can embed handwritten signatures in ip application allows one to visualize fill ar signatures using your handwritten signal form fields In addition to digital signat other features to manipulate the PDF Th 3 6 2 Erase Pencil Line Click on the pencil markup to be erased A rectangle box is drawn on the selected pencil markup Now cli
13. User Manual pDoc Signer September 25 2014 pDoc Signer User Manual Table of Contents Te d ge CUCU ON E 4 1 1 pDOC Forms Designer 4 MZ OD OS INGE EE 4 2 0 Installing Uninstalling pDOC Signer cccceceeeeeeeeeeeeeeeeeeeeeeeseneeenseeeeeeeseneseneseneeesens 5 2 1 Before V90 BEM EE 5 2 2 Installing the Signature Capture Device 5 2 3 Tu CU lite het e EC Le Ir EE 5 2 4 Uninstalling pDoc SGigoner ee 6 2 5 Silent Installation Of PDOC Gugner occ ccccsssseeeeesssseeeeessesseeeeesesssseeessesseeeesseesaseeeeeseaaeees 6 3 0 Features Of PDOC Signer cccccceeeeeeeeeeeeneeeeeeeeseneeeeeeeneeenscaescesenesenssansenseesonsseneaeenss 6 3 1 Basic Operations and PDF File Manipulation i cccccssssssscceecccccecesesesssesessaeeeeeeeeees 6 3121 Opening PDF Documents E 6 s12 aI FOF PIO CUO EE 7 Sed GIOSING FD DOCUMEN S EE 7 EE EE 7 Ee 7 32 Filing nForm E 7 3 21 Elecionie Signature BOX E 8 Kg ON E 8 SS Rs eo afc ege E 8 SE EE 8 SE Ee 8 BC OI le EE 9 327 VIOW PIOPGHies OF FONT Fields EE 9 32 8 SEn Nhe EE 9 3 3 Electronic Signatures E 10 SE Ee E 10 Oe ALI CUE e 11 Biro VANGAUON OF SIQNQUUILCS eersten gege 12 3 3 4 View Signed and Unsigned Signature Fields uk 14 3 3 5 Viewing Previous Versions Of a Signed Document 15 350 0 Specilying Signature Field OpPROMS iisct avs sacnnnacossasuupesiarsdanhateatinieeDtaeexounnalncuetaed EAE ERREEN EARNE EEE E ENA Ee l
14. above displays the signed version PDF in another instance of pDoc Signer in which the only options available to the user are scrolling through the document zooming the signature panel as shown below and saving the PDF using Save As option if required 16 pDoc Signer User Manual 4 pDoc Signer User Manual V 4 pdf pDoc Signer Version pDocSigner 1 Signed by John Doe 2014 01 02 19 59 07 08 00 File About L oe wi D H inom Kd DD Ps 3 11 Command Line arguments In addition to opening the pDoc Signer application using Start gt Programs gt pDoc Signer gt pDoc Signer pDoc Signer can also be invoked from the command prompt or from other applications by running the pDocSigner executable located in the pDoc Signer installation folder The pDoc Signer application accepts FilePath as a command lin argument Any third party application that wants to invoke pDoc Signer can run the pDoc Signer executable using the Windows API and provide the path of the file to be opened as a command line argument For example clicking on Start gt Run and then running the command C Program Files pDoc Signer pDoc Signer exe C Sample pdf opens the pDoc Signer application and opens the C Sample pdf automatically The above command assumes that pDoc Signer is installed in the C Program Files pDoc Signer folder This feature is particularly useful for custom third party applications to invoke pDoc Signer fr
15. acement operation Before replacement PDF 1 1 PDF 2 and after the replacement operation After replacement PDF 1 Note If the PDF opened is a secured PDF inserting replacing and deleting pages are not allowed 3 11 Command Line Arguments In addition to opening the pDoc Signer application using Start gt Programs gt pDoc Signer gt pDoc Signer pDoc Signer can also be invoked from the command prompt or from other applications by running the pDocSigner executable located in the pDoc Signer installation folder The pDoc Signer application accepts FilePath as a command line argument Any third party application that wants to invoke pDoc Signer can run the pDoc Signer executable using the Windows API and provide the path of the file to be opened as a command line argument For example clicking on Start gt Run and then running the command C Program Files pDoc Signer pDoc Signer exe Campe of opens the pDoc Signer application and opens the C Sample pdf automatically The above command assumes that pDoc Signer is installed in the C Program Files pDoc Signer folder This feature is particularly useful for custom third party applications to invoke pDoc Signer from their application 3 12 Recent File List The pDoc Signer application maintains a list of 5 recently opened documents and the list can be seen in the File menu 36 pDoc Signer User Manual 4 0 Appendix 4 1
16. asses EREET SEERAD ERE 17 3 3 7 Signature Capture OPON vececaincezeccescasteesadtedamncasiducsansasaianscseebeaaiadbsaadsea rele EA ra E E E ETAR EARE EAE EAEra kaiii 18 e te E 20 3 3 9 Automatic Configuration OF e e 22 Bs OC CTUING EES 22 pDoc Signer User Manual 3 4 Sticky Note Comments 23 SE ee ee SHCKY Note ee 23 34 2 VIEWING SUCKY NOl e 24 a Pe oad 40 O67 10110 0 S sa ee nee ree ee ee et 25 29 AC GING FOX eege 25 sIr Upd ang EE 26 3 6 Pencil TOOT cece cesceeesseeeeeseceeeeeesesaneeesaaeeseaaesssaeesesaaeesnsaeesesaaesesaeesesaaeesesaaesesaeesenaaesaaeeesnaeeseaas 27 BS Gh E RE 27 IE E Fol com EE 27 3 63 lee USING Tie Fenoll TOOK EEN 28 gl SPAT MINING S sionismin a ENE sve EAEE EnEn En NE R TRE Ea 28 TAFANI ee 29 E SE 29 SEENEN 29 3 8 Securing Documents 29 90 1 OPGRING Secured Ree 31 3 9 Prinung and Print GT 32 3 10 Merging and Splitting of PDF Documents ccc ccccssssssseeeeeeeeessssseeeeeeeesesssaeeeeeeeeeees 32 E E eg et 32 De e 33 SEENEN EE 33 Be VOC DIACS e 34 3 11 Command Line e UTC 36 3 12 Recent File List EE 36 A ee een 2 E 37 4 1 pDoc Signer Silent Installation Instructions ccc ccccsssseceeesssseeeeesssseeeeesssstseeeeeeseas 37 4 2 Making pDoc Signer the Default Program for Opening PDF Documents 38 pDoc Signer User Manual 1 0 Introduction pDoc Signer allows signing of PDF documents in a legally binding and secure manner One can embed
17. ce the signature was applied Validity Certificate Details Issued To CN pDoc Signer Serial No BSE772A4DD41004944B94759B2493027 SS Issuer Chesptor Signer Version Mo E FOBESSB1EF10FD79447683FR45453C20 Public Key Algorithm RSA 1024 bits o 2 EE EE ae 20BB3061 OS1SU0261S10089E1Z15B08733D3D6RB A ASIIS2F4DR4E237 10AC9649E4BB2AE6F EE H Public Key Data angcosge7aaa65764C 34F98S6R696EFE2 z Valid From apij2ni2 12 00 00 AM ech r Signature Algorithm shalRS4 1 3 14 3 2 29 Valid To 1 1 2015 12 00 00 AM ignature Algorithm shal RSA 208201 F430820161A0030201020710B5 A EFF2A4DDA100AS44B94759R249302730 09060S2B0E0302100500301631143012 Raw Certificate Data 3 3 4 View Signed and Unsigned Signature Fields Click on the Signatures tool button in the left Fie Tools About pane to open the signature panel The width of the 3 signature panel can be increased or decreased as GE d Tig required by using the splitter between the panel and the document page The list of signed and a Unsigned Signature Fields Be pDocSigner 1 op Page 1 pDocSigner 2 op Page 1 unsigned signature fields along with details is Signatures displayed EepDocsigner 3 on Page 1 Signature Title Demo Time 2014 01 02 19 40 13 08 00 E view signed version If
18. ck on the erase tool button the selected markup will be erased 27 pDoc Signer User Manual File Tools About sie ACHK d 4X K KE LA File Tools About SPAY ST 4K K DD E pDoc Signer allows signing of PDF can embed handwritten signat EZ application allows one to visualize SIeRSstiiesaSs NEIRA wiir Barnhart tAr Note You cannot erase a pencil markup if the PDF document contains at least one signed signature field or if the PDF is secured 3 6 3 Settings For Using the Pencil Tool To specify the line width and line color for pencil markups go to Tools gt Preferences Click on the Pencil tab select the Pencil line color and width of the line and click on Apply Signature Info Signature Capture Signature Field Font Pencil Date Format Pencil Drawing Options Line Color color Line Width 3 wi 3 7 Attachments One can attach PDF documents and other types of files to a PDF If you move the PDF toa new location the attachments move with it 28 pDoc Signer User Manual Click on the Attachments tool button at the left pane to open the Attachments panel The existing attachments list with Attach Delete and View buttons are displayed 3 7 1 Adding Attachments File Tools About sie IS AECH d 4 BBZ ETA WM E Delete View E Delete Wie A Attached Files List AN Attached Files List Demo Eet Sample pdf Clicking o
19. cuments in Windows 8 1 on Desktop PCs 1 Right click on a PDF document icon A window will open with a menu 2 Hover the mouse over the Open With option A window will open with a list of programs 3 Left click on the Choose Default Program option at the bottom of the list An Open With Window will open a Left click More Options b Left click Look for another app for this PC c Left click C drive or local disk d Double left click Program Files or Program Files x86 e Double left click pDoc Signer f Left click pDoc Signer exe g Left click Open 4 The Open With window will disappear and pDoc Signer will open displaying the document selected in step 1 After this when you double click on a PDF document icon pDoc Signer will open and display the document Note The procedures for other Microsoft operating systems are similar but may have variations from these steps 38
20. e only the first 4 pages of the original document are replaced with the 4 pages from the replacement document and the 5th page of the original document would remain as is The following screens display the original PDF document before the replacement operation and Before icine PDF 1 ET TT a ai H PDF 2 after the replacement operation After Upa PDF 1 Case 2 Page Range to be replaced is same as the Lengt total number of pages of the Replacement document but the starting page is not the first Original in ela Replace Pages 1 T a of 11 page in Loan Document pd In the figure at right pages to be replaced are from Replacement 1 to 4 The total number of pages in the withPages z To rei replacement PDF document is 4 But the starting from Loan Document_1 pdf page specified in the replacement document is 2 which indicates that only three pages from the replacement document are available for replacement In this case only 3 pages of the original document will be replaced by the 3 pages of the replacement PDF document The 1st page of the original document would be replaced with 2nd page of the replacement document and the 2nd page of the original document would be replaced with the 3rd page of the replacement document and so on The 4th page of the original document will be remain as is 35 pDoc Signer User Manual The following screens display the original PDF document before the repl
21. een set are ignored in pDoc Signer 3 2 2 Text Box If the Text Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and Multi line Any other properties that have been set are ignored in pDoc Signer 3 2 3 Radio Button If the Radio Button was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and if buttons with same name and export value are selected in unison or not Any otherproperties that have been set are ignored in pDoc Signer Also the presence of special characters like lt gt in the export value might lead to unexpected behavior in pDoc Signer 3 2 4 Check Box If the Check Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and the export value Any other properties that have been set are ignored in pDoc Signer Also the presence of special characters like lt gt in the export value might lead to unexpected behavior in pDoc Signer 3 2 5 List Box If the List Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and if the list box allows multiple selection or not Any other properties that have been set are ig
22. g The Insert Pages dialog will be opened select the location at which the page will be inserted i e after or before Select the page number at which the pages will be inserted i e First or Last or page number The selected PDF pages will be inserted in the specified location Page C First O Last Gei Page 1 33 pDoc Signer User Manual 3 10 4 Replace Pages To replace the pages in the opened PDF document with the selected pages from another PDF document go to Tools Manipulate Pages gt Replace Pages Select the document that contains the replacement pages and click Open Once the document containing the replacement pages is selected the Replace Pages dialog will be opened Replace Pages Original Replace Pages f To fi oF 11 In the Replace Pages dialog under Original BEEN specify the pages you want to replace Under Replacement specify the beginning page as shown in the image at right Replacement with Pages To 1 of4 From Loan Docurment_1 pdF Case 1 Page Range to be replaced is more than the total number of pages of the Replacement document Replace Papes Original Replace Pages 1 in Loan Document pd Replacement With Pages To 7of4 From Loan Document 1 pdr In the above figure replace pages are from Page 1 to 5 but in the replacement PDF document we have only 4 pages 34 pDoc Signer User Manual In this cas
23. gner to move and resize fields as required Optionally the forms designer can use features like adding attachments to attach any other relevant documents to the PDF being designed After the PDF form is designed the form can be secured if required using the Secure Document feature of the pDoc Forms Designer 1 2 pDoc Signer pDoc Signer is the application designed for the end users who fill in and sign the form In addition to filling in and signing pDoc Signer also provides features like adding comments pencil markups and attachments If required you can also insert additional signatures using the Insert amp Sign feature LDLo OE pDoc Signer User Manual After the form is filled in and signed the form can be secured if required using the Secure Document feature of the pDoc Signer The remainder of this document explains the features of the pDoc Signer application in detail 2 0 Installing Uninstalling pDoc Signer 2 1 Before You Begin e pDoc Signer runs on Windows operating systems beginning with Windows 2000 e Your system should have a minimum of 30 MB free space on the hard drive in addition to the free space requirements for Windows e Before installing a new version of pDoc Signer uninstall any older versions of pDoc Signer on your machine 2 2 Installing the Signature Capture Device pDoc Signer uses the signature pad software drivers that provide communication between your PC and the signature pad s
24. handwritten signatures into PDF documents using this application The application allows one to visualize fill and sign electronic documents and create electronic signatures using your handwritten signature pDoc Signer also allows creation and filling of form fields In addition to digital signatures and form fields pDoc Signer provides many other features to manipulate the PDF The remainder of the document describes the feature set and usage of the pDoc Signer application Handwritten signatures in pDoc Signer application are captured using Signature Capture devices pDoc Signer captures the handwritten biometric signature The captured signature is shown in the corresponding signature field in the document and can be viewed and verified in pDoc Signer or by other PDF document rendering applications like Adobe Acrobat or Reader pDoc Signer product has two main applications pDoc Forms Designer and pDoc Signer 1 1 pDoc Forms Designer The pDoc Forms Designer application is intended for people who are designing forms using PDF documents It is a graphical form design tool that simplifies the creation of form designs for distribution as PDFs Form recipients can fill sign print and save the filled in form onto the disk Using pDoc Forms Designer form authors can drag and drop form fields such as Text Boxes Check Boxes Radio Buttons List Boxes Combo Boxes and Electronic Signature fields Doc Forms Designer also allows the desi
25. ield and the details are shown on the right side of the signature field as shown below vo Demo Date 2013 02 19 LU ON 22 34 57 08 00 If the option Image Only is selected only the signature squiggle is shown in the Signature Field and details are not shown a een m d i i LMAO 19 pDoc Signer User Manual One can specify if the Maximum enlargement feature is enabled or not and also specify the maximum enlargement percentage The Maximum Enlargement Percentage is used only in cases where the size of signature on the signature pad after white soace removal is smaller than the size of the Signature Field in the document When the signature drawn on the signature pad is smaller than the size of the Signature Field in the document pDoc Signer will enlarge the signature to fill the Signature Field However it will limit the enlargement to the value of the Maximum Enlargement Percentage The Maximum Enlargement Percentage specifies the percentage of the destination to use in such cases This prevents the signature from looking too pixelated or jagged The value of the maximum enlargement percentage can be between 0 and 100 If a value of 0 is specified the signature is not enlarged at all If a value of 100 is specified the signature is enlarged to fit the complete destination One can also specify the default ink color for the signatures in this screen by clicking on the Color button The default color is Blue
26. n option available in the details of the signature 2 Right click on the signed signature field and select View Signed Version from the list of available options See the screenshot below that displays the options mentioned above 15 pDoc Signer User Manual Fie Tools About EE S T Pa K SI gt D gt 35 of 36 AC A 100 H 3 11 Command Line arguments pDocSigner 1 on Page 35 See THE ee In addition to opening the pDoc Signer application using Start EH SSC gt pDoc Signer pDoc Signer can also be invoked from the comr Hew signed verson applications by running the pDocSigner executable located in tl EE folder The pDoc Signer application accepts FilePath as a com SE E B third party application that wants to invoke pDoc Signer can run ne eg EES 9 using the Windows API and provide the path of the file to ber ee argument For example clicking on Start gt Run and th C Program Files pDoc Signer pDoc Signer exe C Sample p application and opens the C Sample pdf automatically The that pDoc Signer is installed in the C Program Files pDoc Sigr particularly useful for custom third party applications to invol application SS D 3 12 Recent File List The pDoc Signer application maintains a list of 5 recently opened be seen in the File menu John Boe wf Am Date Te be John Doe 20140102 Jeun Dae a euer Doe 19 57 05 08 00 Selecting one of the options specified
27. n attached to it The sticky note comment field button is shown in the image below File Tools About sie IS ETZ 4 KR Insert Sticky Note Comment Now click on the document where the sticky note comment field is required A window is displayed wherein the user can add the text for the comment The image below shows the sticky note comments input window 23 pDoc Signer User Manual Sticky Note Comment Doc Signer Sticky Note Comment Cancel Upon acceptance a sticky note comment icon will be displayed on the document at the specified location which indicates that the sticky note comment field is added in that position File Tools About SHB TT A8 pDoc Signer 2 4 1 pDoc Forms D To distinguish applications p Designer for us PDF document e A 3 4 2 Viewing Sticky Note Comments Double click on any sticky note comment icon on the document Sticky note comments corresponding to the selected sticky note comment icon are displayed in a separate transparent window 24 pDoc Signer User Manual File Tools About Sb sy ETZ a CSC NEE What s New Sticky Note Comment DOL Ot 12 1722 pDoc Signer Sticky Note Comment t types of us har for users Will De desig Sr 7 A In addition to the previously suppi 3 5 Text Comments pDoc Signer allows insertion of Text Comments in a PDF document Text Comments are notes that communicate ideas or provide feedback in PDFs You can type a text me
28. n the Attach button will open a file dialog Select the file to be attached to the PDF document and click OK The selected file will be attached to the document and the attached file list will be updated 3 7 2 Delete Attachments Select the attachment to be deleted from the list P D EI CC x jabc Ge Now click on the Delete button present in the Attachments panel to delete the attachment The selected file will be deleted and the attached files EE list will be updated A 7 Derma txt Note You cannot delete a file attachment if the aiea PDF document contains at least one signed signature field or if the PDF is secured iy 3 7 3 View Attachments To view an existing attachment select the attachment and click on the View button in the Attachments panel If the attachment is a PDF it is opened in another instance of pDoc Signer For other types of attachments the attachment is opened in their respective application 3 8 Securing Documents oDocSigner can be used to secure an unsecured and unsigned PDF 29 pDoc Signer User Manual For securing a document go to File gt Secure Document The secure document dialog is displayed Provide either Permissions Password or both Open Password and Permissions Password Permissions Password is mandatory The default operations allowed for secured documents are printing is not allowed and form filling and signing
29. nored in pDoc Signer pDoc Signer User Manual 3 2 6 Combo Box If the Combo Box was created or the properties were edited in any another PDF manipulation tool the properties that are honored by pDoc Signer are Tooltip and if one can enter custom text into the combo box or not Any other properties that have been set are ignored in pDoc Signer 3 2 View Properties of Form Fields You can view the properties of the existing form fields by right clicking on them and then by selecting the properties menu options Clicking on Properties displays the properties window of the particular form field and populates the information of the form field in the displayed window The properties displayed will depend on the type of the form field being selected Grayed out boxes imply that the values cannot be changed File Tools About Boy S T 7 K John Doe Properties 3 2 8 Setting the Font Options To set the font options for the entries displayed in form fields and comments go to Tools gt Preferences Click on the Font tab and select the Font options such as Font Name Font Style Font Size Font Color and Font Effects such as underline The selected effects will be applied to the sample text Once the desired options are selected click on Apply Note that the default font settings are Times New Roman Regular Face Size 12 No Underline and Black pDoc Signer User Manual Font Options Fon
30. nt will allow all the operations except Extract Pages in the Manipulate Pages RI w Secure Document Open Password Permissions Password Select the operations allowed For secured documents Printing Allowed None Changes Allowed Existing Field signing Form Fields Filling comments pencil drawing and attachments ze signing and Form Fields Filling re g field signing Form Fields filling comments pencil drawin Insertion and deletion of pages 3 8 1 Opening Secured Documents When opening a document having Open Password a dialog is displayed prompting for Open Password to open the document If the user provides the correct password then the document is opened otherwise an error message will be displayed 31 Open Password This document is password protected Please provide open password pDoc Signer User Manual If the document being opened had a Permissions Password too features of pDoc Signer are enabled or disabled based on the Permissions set while securing the PDF If the document being opened has only the Permissions Password the password dialog is not displayed but features of pDoc Signer are enabled or disabled based on the Permissions set while securing the PDF 3 9 Printing and Print Preview To print the opened PDF document from pDoc Signer click on the Print tool button on the
31. o the drivers must be installed on your PC before you can capture signatures with pDoc Signer If you have not installed the signature capture device refer to the manual provided by the signature capture device manufacturer for installation instructions Test the operation of the signature pad to insure that your PC can communicate with it properly 2 3 Installing pDoc Signer Installing pDoc Signer software is accomplished by running the pDoc Signer installation file provided During the installation one will be provided with an option to agree or disagree to the license agreement prompted to enter user information and optionally set a different folder for installation The sequence of screens displayed guide the user through the installation process During installation of pDoc Signer an option screen with a check box for installing pDoc Forms Designer will be provided If the user checks the pDoc Forms Designer option the pDoc Forms Designer will be installed in the PC After installing pDoc Signer e One can access the pDoc Signer application using Start gt Programs gt pDoc Signer gt pDoc Signer e One can access the pDoc Forms Designer application using Start gt Programs gt pDoc Signer gt pDoc Forms Designer pDoc Signer User Manual 2 4 Uninstalling pDoc Signer To uninstall pDoc Signer e Goto Start gt Settings gt Control Panel gt Add Remove programs e Select pDoc Signer and click on the Remo
32. om their application 3 12 Recent File List The pDoc Signer application maintains a list of 5 recently opened documents and the list can be seen in the File menu eg John Doe oh Date 2014 01 02 Ve 19 59 07 08 00 3 3 6 Specifying Signature Field Options Each Signature Field must have a name associated with it pDocSigner can assign a name to a signature field automatically when a Signature Field is inserted into a PDF document if a Prefix for Name is supplied Another alternative is to provide a name for the signature field when inserted manually These options can be set in the Signature Field tab under Tools gt Preferences If the option prompt for Signature field name during field insertion is selected a window prompting for a Name for the signature field gets displayed when a signature field is inserted in the PDF document using pDoc Signer 17 pDoc Signer User Manual Pencl Date Format C Prompt for Signature field name during field insertion Automatically insert Signature field name Signature field name prefix pDocSigner Signature Field Transparency If the option Automatically insert Signature field name is selected then the signature field name Prefix will be appended with the next number in the sequence of created form fields and set as signature field name for both the blank signature field and during signing Select the Signature Field
33. pDoc Signer Clicking on the Whats New menu item displays the What s New in pDoc Signer PDF document in another instance of pDoc Signer Clicking on the Introducing pDoc Signer menu item displays the Introducing pDoc Signer PDF document in another instance of pDoc Signer This document provides an introductory tutorial on pDoc Signer 3 2 Filling inForm Fields When a PDF containing form fields is opened in pDoc Signer pDoc Signer displays the form fields that are available for filling at appropriate locations The form fields that are supported pDoc Signer User Manual are Electronic Signature Box Text Box Radio Button Check Box and List and Combo Boxes Any other types of form fields present in the PDF are not displayed in pDoc Signer One can fill values in the displayed form fields and save the PDF to make the changes permanent 3 2 1 Electronic Signature Box Place the mouse pointer on the electronic signature box The mouse pointer will change from default pointer to a hand sign Now clicking on the electronic signature box will initiate the act of signing Once the act of signing is complete the fields that are set to be made read only when this field is signed become read only If the Electronic Signature Box was created or the properties were edited in any another PDF manipulation tools the only property that is honored by pDoc Signer is the Mark as Read only Any other properties that have b
34. ssage using the Text Comment tool Text editing tools let you add editing marks to indicate changes you want in the source document 3 5 1 Adding Text Comments Click on the text comments tool button the capital letter T The mouse pointer changes from the normal default arrow to cross hair The text comments field button is shown in the image below File Tools About BBH ETZ 4 D D K Now drag the mouse on the document to the required size and location of the text comments field Upon completion of the selection the text comments field is displayed as shown below and the text comments input window is displayed File Tools About BBZ ETZ 4 gt DI 25 pDoc Signer User Manual Using your keyboard enter the text for the comment Font attributes specified in the Preferences windows for comments are applied for the text entered in this window Text Comment Enter text For He Feck comment Doc Signer text comments Click on the Add button to the text comment to the PDF The screenshot below shows the text comments added in the PDF document File Tools About Fb Zer nx MI DA os p E pDoc Signer text comments E Note 1 If the text comments field size selected is smaller than 15 pixels wide and 5 pixels high the text comments field is treated as invalid and a message is shown saying You are trying to create a text comment field that is too small Please create a larger text comment field 2
35. t Name Font Style Font Size Times New Roman Regular i w Font Effects Sample Underline E cor pDoc Sion These font options apply to entries displayed in form fields and comments Note The font settings apply to the presentation of text in form fields and comments on your display When the PDF is rendered for example when it is printed opened in Print Preview or opened in another PDF application the PDF default font Helvetica is used and the font size is determined by the size of the field and the length of the text 3 3 Electronic Signatures pDoc Signer allows one to insert an electronic signature field and sign it immediately using the Insert amp Sign toolbar icon This toolbar icon is displayed by default 3 3 1 Insert and Sign is eS aces Select the Insert and Sign icon on the tool bar BPBly T Z da gt a The mouse pointer will change from default to ol cross bar Insert amp Sign Electronic Signature Box LA e Teb aom Now drag the mouse on the document to the BBZ STI lt required size and location of the signature field EI Upon completion of the selection the signature i EE field is displayed as shown here and the act of A signing is initiated 10 pDoc Signer User Manual If the signature field size selected is less than 15 pixels for both width and height the signature field is treated as invalid and a message is shown saying You are trying to crea
36. t opened in pDoc Signer can be saved in two ways either by using the File gt Save menu option or by using the Save File icon in the toolbar The Save option is enabled only when there are changes that are not yet saved You can use the File gt Save As menu option to save the document to a new file Also pDoc Signer prompts you to save the file if there are any changes that are not yet saved when you try to open another PDF document while this document is still open or when exiting the pDoc Signer application 3 1 3 Closing PDF Documents The PDF document that is currently opened in pDoc Signer can be closed using the File gt Close menu option If there are any changes that are not yet saved pDoc Signer prompts you to do so before closing 3 1 4 Exiting pDoc Signer To exit completely from pDoc Signer chose File Exit menu option or the Red X button on the top right corner of the pDoc Signer application If there are any unsaved changes in the currently opened PDF document pDoc Signer prompts you to do so before exiting 3 1 5 About The About menu in pDoc Signer application contains four menu items About pDoc Signer User Manual What s New and Introducing pDoc Signer About pDoc Signer provides info about the installed version of pDoc Signer Clicking on the User Manual menu item displays the pDoc Signer User Manual in another instance of
37. te a signature field that is too small Please create a larger signature field 3 3 2 Signature Capture Process During the signature capture process additional information like First Name Last Name and Email can optionally be input or one can select a pre created signer from the list of signers see Section 3 3 8 If the signer is not satisfied with the signature input one can click on Clear and sign again If the signer wants to abort the act of signing one can click on Cancel Canceling the signature capture process will delete the digital signature field too Once the signer is satisfied with the signature input clicking on OK will affix the signature to the document Signature Information First Name s John Last Name Doe Email johndoe johndoe com Select Signer John Doe Signature Pad initialized properly Start signing Clear 11 pDoc Signer User Manual 3 3 3 Validation of Signatures By default signatures are validated when you open a PDF in pDoc Signer An icon appears in the signature field on the document page to indicate the signature status Further details about the status appear in the Signatures panel and in the Signature Properties dialog box Validation means that the document has not changed since the signature was applied e The digital signature iconE along with the name of the field in the Signatures panel indicates the presence of an unsigned signature
38. ve button Follow the instructions to uninstall the software Signatures that have been placed into documents are not removed during un installation Note Deleting the pDoc Signer installation folder directly will not uninstall the software completely 2 5 Silent Installation of pDoc Signer See the appendix for details on silent installation of pDoc Signer 3 0 Features of pDoc Signer 3 1 Basic Operations and PDF File Manipulation 3 1 1 Opening PDF Documents PDF documents can be opened in pDoc Signer in two ways either by using the File gt Open menu option or by using the Open File icon in the toolbar When you click on one of the two options above you will be prompted to select the PDF document to be opened If another PDF document is already opened and there are changes to be saved pDoc Signer displays a message saying that Only one document may be open at a time Do you want to save changes to the previously opened document Click on Yes or No to proceed further and select a new document to open Once the file is selected the first page of the PDF file is displayed in pDoc Signer lf the PDF document that is being opened is secured document refer to section 3 8 1 for further explanation pDoc Signer User Manual One can also select a PDF from the list of recently opened file list Refer to section 3 12 for more information 3 1 2 Saving PDF Documents The PDF documen
39. vertical toolbar or go to File gt Print The print dialog will be opened Select the Printer one of the options All Current Page or Page Range and click on Print The document pages are printed on the selected printer To view the appearance of the printed document before actually printing it the Print Preview function can be used This function can be invoked from File gt Print Preview or the Print Preview tool button on the vertical toolbar Clicking on Print Preview opens a window that displays the document as it will be printed The only toolbar icons available in this window are for page navigation and printing the document To print a document in the Print Preview window simply click on the Print icon General Select Printer gt 8 Add Printer Adobe POF Canon MMF 4360 4390 EI Print to file Status Offline Location Comment Page Range All Number of copies HH Current Page Enter either a single page number or a single page range For example 5 1 O Pages 3 10 Merging and Splitting of PDF Documents 3 10 1 Extract Pages 32 pDoc Signer User Manual To extract copy pages from the opened PDF document go to Tools gt Manipulate Pages Extract pages In the Extract Pages Ee dialog select the page range i e starting page to ending page and click the OK button A dialog prompting the user to
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