March 6th, 2019By Admin

Step by Step Guide to Sign PDF Documents Digitally

Guess how many PDF Documents people sign physically each day.

Any Idea?

Well, on an average a signatory signs minimum of 10 documents (tender, invoices, form-16) in a day.

That translates to approximately 300 documents in a month.

And that’s only counting of a just one signatory. What if we count it for the organization then that number would higher.

This make it kind of tedious for a signatory to sign PDF documents physically. Hence increase in large business documentation requires high speed multi-signatory PDF signing software.

Sign_PDF_documents_digitally

You can refer to our handy guide to understand document signing software. It houses an infographic along with the benefit of document signing software

We often get customer asking for certain guide about

– How to sign PDF documents with a digital signature?

– How to add a signature to PDF?

– How do I fix a digital signature in PDF?

hence, we thought of giving you this guide. Read on…

We’re going to dig deep into step by step guide to sign PDF documents digitally, but feel free to jump to any section that interests you:

  1. Profile Configuration
  2. On Page Signature Placement Configuration
  3. Signature Page Configuration
  4. Folder Configuration

Note: This guide considers that you have a digital signature token and have installed the PDF signer software. In case you don’t have a digital signature then you can buy digital signature online.  Also, you have installed PDF document signer software.

1. Signatory Profile Configuration

This is the most important step, ones configured you will be signing the document automatically with ease.

Profile_Configuration_to_sign_PDF_Documents
Snapshot of Profile Configuration

A) Profile Name:

You have to insert any naming convention i.e. “Test”, “Invoices” for your reference.

B) Status:

Check mark it as enabled which will let you sign your PDF documents automatically one’s configured.

C) Token Brand:

Basically, it indicates the DSC (Digital Signature Certificates) token brand which you are using to sign PDF documents. In the drop-down menu, there are some known brands, if they don’t fall in that field then just select “others”.

D) Token PKCS11 Library:

Locate the .dll file under the driver folder of your respective token (ideally you should find this file under System32 folder)

E) Select Token:

Once browsed the file just click on the “Get tokens” button, it will automatically display the DSC token brand name.

F) Token Password:

Just enter your DSC Token password which you had setup while setting up the DSC Token.

G) Select Certificate for Signing:

By entering the correct Token Password it will display the Digital Signature Certificate. If in case there is more than one Certificate select the correct one and Click “Get Certificates”.

Recheck the entire field once again, if there is any error then rectify it and proceed by click on “Signature Appearance” tab.

2. On Page Signature Placement Configuration

(This is the step which allows us to configure signature placement on the page.)

On_page_signature_Placement_Configuration
Snapshot of On-page signature Placement

A) Signature Box Type:

In this field select the following type “Text only”, “Image only”, “Image & Text”, “Invisible” according to your signature preferences. If it’s just a signature then select the Text only in the drop-down menu and if its signature with company logo then select Image & Text.

B) Image Path:

If you are inserting the Company logo or signature image if any then browse it for the folder in the computer where it is placed.

C) Signature Box Location:

In this field it lets user to select the placement of the signature according to their need.

There are four types of Placement they are as followed:

  • Bottom left which allow the signature to place at the bottom left of the page.
  • Bottom right which allows the signature to place at the right of the page.
  • Absolute allows placing the signature anywhere in the page.
  • Custom Text which allows the placement of the signature above the custom text in the page mention in the custom text field.

D) Height/Width:

The user can insert the number according to their need for the position of the signature box on the page in the attribution of height and width. Then further click on the “Pages to Sign” tab.

Signing reason and Signing location is optional.

3. Signature Page Configuration

(Here we configure the page to be signed)

Signature_Page_Configuration
Snapshot of Signature Page Configuration

A) Select Pages to Sign:

User can select multiple options such as:

  • All Field- It is for signing all the pages.
  • First Field- It is for signing the first page only.
  • Last Field- It is for signing the last page only.
  • Even Field- It is for signing the even pages.
  • Odd Field- It is for signing the odd pages
  • Range Field- It is for signing the selected range of the pages.
  • Custom Field- It allows signing the selected pages mentioned in the custom Pages field.

B) Custom Page:

In this field the user can mention the custom pages that are be to sign i.e. 1,2,5,6 pages.

C) Page Range:

In this field, the user can mention the range for signing PDF documents. The user has to enter the start and the end page i.e. starting from 5th page to ending at 15th page.

Now let’s move on to next step “Watch Folders” to configuration the folders.

4. Folder Configuration

Folder_Configuration
Snapshot of Folder Configuration

A) Unsigned PDF Folder Location:

Just locate the folder where you want to assign all unsigned PDF documents. This is the folder where users have to drop the unsigned PDF documents and software will pick the file from here to sign digitally. Also give a proper naming convention to the folder.

B) Signed PDF Folder Location:

User has to set the path for output (signed) files

This is the folder location where the signed PDF documents are saved after placing unsigned PDF documents in the input folder.

C) Logs Folder Location:

Locate the logs folder with proper naming and placement. Logs folder is where the log file is placed which displays the status type as success or failure of the signing process of PDF documents with additional information of Date, Profile, and Description.

Logs_Folder
Snapshot of Logs

Once the entire Configuration are done click on the “Save Profile”.

Now your PDF signer software has configured completely all you have to do is:

  • Place your unsigned PDF documents in the input folder.
  • And get your digitally signed PDF documents in the output folder automatically.
  • It’s that simple!