Use Kofax SignDoc
Kofax SignDoc
integration is available with the
Power PDF Advanced
feature set.
Use SignDoc integration to either send a document via SignDoc or sign a document using a compatible signing pad or with a signature image file. Sending requires a SignDoc account.
Before sending any document for signing, you should provide a SignDoc server URL and credentials as described in Prepare SignDoc server URL and credentials. After that, you are ready to build a SignDoc package from the active document with recipients and signature fields and send it via SignDoc.
Prepare to use an authorized certificate with SignDoc
To use an authorized certificate when using SignDoc in Power PDF:
Your can now add signatures with this certificate in SignDoc.
Prepare SignDoc server URL and credentials
This is a one-time only operation, which you should repeat only if:
-
You reinstalled Power PDF and application settings.
-
Server URL or credentials changed.
-
Open the document to sign.
SignDoc always works with the active document.
- Click SignDoc in the Sign and Certify group on the Security tab.
-
Select Send
via Kofax SignDoc from the list.
The Send via SignDoc panel appears.
-
Click
SignDoc options (
) on the panel toolbar.
The SignDoc options dialog box appears.
-
In the
Server URL box, type the server URL.
Note The URL consists of a protocol scheme (such as http://), a SignDoc service base path, and a port number.
- Optionally, click Forget Current user to clear the credentials used previously to log in.
-
Click
OK.
Power PDF Advanced verifies the URL and saves it for permanent use if it works. If the URL does not respond, an error message appears at the bottom of the dialog box in red, and the dialog box remains open. You can edit the URL and try again.
-
Click
Sign in to
SignDoc (
) on the panel toolbar.
The Sign In dialog box appears.
- In the Account id box, type your Kofax SignDoc account ID.
- In the User id or email address box, type the ID or email assigned to your user.
-
Type the user password in the
Password box.
- Optionally, select the Show check box to display the unmasked password.
-
Click
Sign in.
Power PDF Advanced verifies the credentials and saves them for permanent use if they work. If credentials are not valid, an error message appears in red at the bottom of the dialog box, which remains open. You can edit the credentials and try again.
Send a document via SignDoc
This feature requires a valid Kofax SignDoc account and Internet connection.
Before sending any document for signing, you should provide a SignDoc server URL and credentials as described in Prepare SignDoc server URL and credentials. After that, you are ready to build a SignDoc package from the active document with recipients and signature fields and send it via SignDoc.
- Click SignDoc in the Sign and Certify group on the Security tab.
-
Select Send
via Kofax SignDoc from the list.
The Send via SignDoc panel appears.
-
In the Send via SignDoc panel, under Package, edit Kofax SignDoc package
details, which are used in the e-sign request emails.
- Name: Name of the SignDoc package to create.
- Description: Description of the SignDoc package.
- Subject: Text that appears in the subject line of the notification mail sent to the signers.
- Message: Text that appears in the message body of the notification mail sent to the signers.
-
Under
Recipients, add all signers and reviewers to the list.
-
Click
Add a new recipient (
).
The SignDoc recipient dialog box appears.
-
In the
Name box, type a name or nickname, or select one used earlier.
Note As you restart Power PDF, it saves the last 10 names typed in this box.
- In the Email box, type the recipient's email address, or select one used earlier.
-
Click
OK.
The recipient appears in the list as the active (highlighted) list item.
-
Select the recipient's role:
-
Signer (default)
-
Reviewer
-
- Optionally, repeat the preceding steps to add more recipients.
-
To remove a recipient, select it, and click
Remove recipient (
), and then click Yes in the confirmation dialog box.
-
To edit the recipient, click
Edit recipient (
).
The Edit recipient dialog box appears, and you can edit the Name and Email fields, as detailed above.
-
Optionally, clear the
Complete in any order check box to notify the signers in the same order as they are listed.
Clearing the Complete in any order check box enables the Move recipient up (
) and Move recipient down (
) buttons. Use these buttons to change the position of the selected recipient in the list.
-
Click
Add a new recipient (
-
Under
Signature fields, add signature fields.
-
In the list under
Recipients, select the recipient to assign signature fields to.
Note The list under Signature fields displays the fields for the currently selected recipient.
- Navigate to the preferred page in the active document where you want to place the signature.
-
Click
Add a new signature field (
).
The mouse pointer changes to a crosshair.
-
Click (and hold the mouse button) with the crosshair
pointer and draw a rectangle on the page for the signature.
The new signature field appears in red. The field is also represented as an item of the Signature fields list, named according to this scheme: [Page pagenumber] label. Label is described below, at the Label box.
Note The currently selected field always appears in red. -
Clear the
Required check box to set the signing of the selected field as optional.
This check box is selected by default for newly created signature fields.
-
Optionally, add a label in the
Label box to make the signature field easier to distinguish.
This text appears following pagenumber in the name of the signature field list item.
- Optionally, repeat the preceding steps to add more signature fields.
-
In the list under
Recipients, select the recipient to assign signature fields to.
-
Click
Send package to recipient (
).
The Send via Kofax SignDoc dialog box appears with the Package log. The text may include error messages. If the operation succeeded, the following message appears on the last line:
Signing package created and sent to recipients.
- The document is now waiting for other recipients. Go to the SignDoc website to check the status.
Sign a document with Kofax SignDoc - Signature
Power PDF requires a compatible signing pad device and a signature (Digital ID) installed.
- Open the document to sign.
- Select Sign with Kofax SignDoc - Signature.
-
Click (and hold the mouse button) with the crosshair
pointer and draw a rectangle on the page for the signature.
The Sign with Kofax SignDoc wizard appears.
- In the Signer's name box, type the signing person's name.
-
Instruct the signer to use the signing pad to present an authentic signature.
Note Signing devices process not only the visual representation but other aspects of handwriting, such as velocity or intensity.
The handwriting appears in the dialog box.
-
Click
Next when finished.
The wizard proceeds to the next page.
-
Under Digital ID, select a
certificate in the Name list to deliver with the
signature.
- Optionally, click Details to display the Certificate Details dialog box and monitor certificate information.
- If the selected certificate requires a password, type it in the Confirm Password box.
- Click Sign to finish the signing process.
Sign a document with Kofax SignDoc - Image
You can sign your document using a signature saved in an image file.
- Open the document to sign.
- Select Sign with Kofax SignDoc - Image.
-
Click (and hold the mouse button) with the crosshair
pointer and draw a rectangle on the page for the signature.
The Open dialog box appears.
-
Select the image file containing the signature, then click
Open.
The Sign with Kofax SignDoc wizard appears.
-
Under Digital ID, select a
certificate in the Name list to deliver with the
signature.
- Optionally, click Details to display the Certificate Details dialog box and monitor certificate information.
- If the selected certificate requires a password, type it in the Confirm Password box.
- Enter the Signer's name, then click Save or Save As.
The signature appears on the selected area, along with the signer's printed name.