Signature Settings

In order to sign documents using the REST API, you must first have a digital ID accessible to PDF Automation Server. You can either use any existing ID installed on the system or Import a digital ID to be used only by the PAS service. Once the ID is available you can

My Digital IDs

Lists the available digital IDs that can be used by PAS when applying digital signatures.

Enable signing with System Digital IDs - when checked allows PAS to also use digital IDs installed on the system.

NOTE: In order to access the system IDs the PAS service must be setup to run as the same user the ID is installed on or the system Admin account.

Import - Select Import my existing digital ID from a file and click Next

Note: Only .pfx or .p12 formats can be imported

Change ID - allows you to change the ID name used to reference the selected digital signature certificate in REST calls to the server

Set Default - sets the default ID to be used when making REST calls to the server

Delete - deletes the selected certificate from PAS

Importing IDs

Signature File - The full path to the Digital ID file used in the signature on the server. Accepted formats are .p12 & .pfx.

Note: This directory is local to where the server is running not the PAS Manager and so the file path must follow the format set by the OS of the server.

Password - The password needed to open the Digital ID file

Default Signature

The below settings apply to the default signature selected for signing.

Signature Information

Format: The format to be used when encrypting the signature

Signature - A digital signature contains encrypted information that is unique to the signer so it cannot be forged. The signer’s certificate or issuing third-party Certificate Authority will need to be trusted by the user receiving the PDF in order for the signature to be considered valid. Once signed, if the document is modified in any way the signature will no longer be considered valid.

Certifying Signature - A certified signature provides additional document security options to prevent the document from being modified. When choosing certifying signature, a combo box will show, allowing to specify which changes are permitted on the certified document.

Disallow Changes: Does not allow any further changes to the document once signed
Allow Form fill and Signatures: Allows users to fill forms and complete signatures once signed
Allow Form fill, Signatures, and Comments: Allows users to fill forms, complete signatures, and add comments to the document once signed

Reason - Select a reason the document was signed from the list from the below options

I approve this document
I am the author of this document
I have reviewed this document
I attest to the accuracy and integrity of this document
I agree to the terms defined by this document

Location - Enter additional location details

Contact Information - Enter additional contact information for the signature

Timestamp Server

Use Timestamp Server: Check this option to use a timestamp server during the signing process

URL - the URL of the timestamp server

TSA Requires Authentication - check this box if the server requires authentication

User name - the user name for authentication on the timestamp server

Password - the password for authentication on the timestamp server

Signature Appearance

Image

Show Image - When checked an image can be added to the background of the digital stamp appearance

File - The full path to the image file used in the signature on the server. Accepted formats are jpg, png, gif, & tiff.

Note: This directory is local to where the server is running not the PAS Manager and so the file path must follow the format set by the OS of the server.

Align - Allows you to align the image on the left, center, or right of the signature

Transparency - Transparency setting for the image

Text

Show - The options below, when checked, set which digital signature properties will be displayed on the signature

Name: The large text that will display the name
Digitally signed by: Adds the text "Digitally signed by" before the Common Name
Date: Date the signature was completed
Common Name: The name associated with the digital ID
Organizational Unit: The organizational unit associated with the digital ID
Organization Name: The organization name associated with the digital ID
Locality/City: the locality/city associated with the digital ID
State: The state associated with the digital ID
Country: The country associated with the digital ID
Email: The email associated with the digital ID

Orientation - Sets the digital signature text to be displayed with one of two options

Left to Right: Displays the Name on the left and all other properties in smaller text on the right
Right to Left: Displays the Name on the right and all other properties in smaller text on the left