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Revu supports digital certification of PDFs and digitally signing PDFs. These two
actions have some similarities, and can be done at the same time, but they are
distinct. Before beginning, it is important to understand both concepts:
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Revu supports both adding digital signature fields to PDFs and applying digital
signatures to those fields. You can create and validate signatures from self-signed
certificates, which is ideal for certification that occurs within organizations or among
trusted parties. Revu also supports commercially available certificates purchased
from trusted third-party Certificate Authorities.
Revu validates and signs documents based on the Windows Certificate Store and the
PKCS #12 standards. Revu also supports Adobe CDS signatures.
Compatibility
Revu Standard, CAD or eXtreme 11.6 or higher
Contents
Creating Digital IDs
Exporting Digital ID Certificates
Managing Signature Appearances
Adding Digital Signature Fields
Certifying a PDF
Certifying as the First Signer
Certifying Without Signing
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The Certificate Authority takes responsibility for verifying your identity to other
parties, bypassing the need for pre-established mutual trust.
The Certificate Authority is usually trusted by the Windows Certificate Store by
default, eliminating the need to provide digital certificates to recipients ahead of
time.
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2. Click
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5. If Create DigitalID file was selected, enter and confirm a Password under
PKCS #12 Options. This password will be used to confirm the user as the
signer of a document, so use a sufficiently secure password.
6. Click OK.
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2. Select the digital ID to be exported and click Export. If this digital ID is passwordprotected (for example, a PKCS #12 ID), a password prompt will appear. Provide the
necessary password.
3. The Windows Save As dialog box opens. Browse to a desired location and click Save to
save the public certificate. This file can now be sent to other users, who can add it to
their trusted repositories.
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2. Select the desired digital identity and click Manage Appearances. The
<name> Appearances dialog box opens.
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3. Click the
opens.
4. Give this appearance template an easily recognizable name in the Title field. The title
appears in the selection list when choosing which appearance template to use when
signing the document.
5. Choose a Graphic option:
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9. To set the font size of the text options manually, uncheck Auto and select the desired
FontSize. Otherwise, leave Auto checked.
10. To prevent field names such as "Digitally signed by" and "DN" from appearing in the
signature box, uncheck Labels.
11. To remove the Bluebeam icon watermark, uncheck Logo.
12. The Preview of the digital signature updates whenever any option is set. Use this to
confirm that the appearance of this digital signature is satisfactory, and when it is,
click OK.
Signatures >
2. Click and drag a rectangle to define the region where the signature will appear.
3. If the PDFrequires multiple signatures, drag similar rectangles over the other signing
areas.
4. To manage the properties of any signature field, right-click it and select Properties.
Set any of the following options, as desired:
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Name: Assign a name to this signature field (often the name or title of the
person to sign here).
Tooltip: Enter text that will display when a user hovers their cursor over the
field.
Field: Select whether the field will be Visible (default), Hidden, Visible but
doesn't print or Hidden but printable.
Orientation: Select the orientation of the signature, in degrees: 0 (right-side
up, default), 90, 180 (upside down) or 270.
Read-Only: Check to set the signature field as read-only so it cannot be
altered. This will actually make it impossible to add a digital signature to the
field, so it is not generally recommended.
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5. Press Esc when all signature fields have been added and then save the PDF.
Signatures >
Certifying a PDF
Documents can be certified, usually by the person who created it or by the first
signer, as being authentic. Additionally, certifying a document prevents signers from
making changes to its page content, though the certifier has the option to allow other
limited changes to the document, including the addition of markups, the completion
of form fields or the application of digital signatures. As such, documents should be
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certified only when they are complete, including after all digital signature fields have
been added.
Certified documents cannot be combined with other documents without breaking the
certification. Combine documents before certifying or use Sets in Revu 11 or greater
to view separate certified PDFs as a single collection. The only option after certifying
a document that preserves the certification is to create a PDFpackage.
There are two ways to certify a PDF, depending on whether or not you are also a
signer on the document. Please note that after the first signature is added to a PDF,
its certification status cannot be changed; if a document needs to be certified, do so
as the first signer or, if you are not a signer on the document, before sending it out
for signatures.
Certified documents will display a certification statement on the document's
Properties tab that can be reviewed at any time. Additionally, when opening a
certified document a dialog box will appear prompting the reader to open the
Properties tab in order to review the certification statement.
Certifying as the First Signer
Using this process, you can certify the document and sign it at the same time.
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1. Click in the desired signature field. The Sign dialog box opens.
Windows Certificate Store IDs do not require a separate password as they are
protected by the user's Windows login.
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Markups, fill in forms, and digital signatures: Markups can be added, form
fields can be completed and signatures added, but no other changes are
permitted.
The person who certifies a document need not necessarily be one of the signers.
Remember, a PDFcannot be certified after it has been signed by any party, so if the
document is to be certified, do so before sending it out for signatures.
To certify a document without signing it:
1. Go to Document >
opens.
Windows Certificate Store IDs do not require a separate password as they are
protected by the user's Windows login.
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1. Click in the desired signature field. The Sign dialog box opens.
Windows Certificate Store IDs do not require a separate password as they are
protected by the user's Windows login.
1. Go to Document >
Signatures >
Sign Document.
2. Click and drag a rectangle to define the region where the signature will
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Windows Certificate Store IDs do not require a separate password as they are
protected by the user's Windows login.
In the event that you wish to clear your digital signature, either permanently or in
order to make any needed changes and reapply it, you can do so easily. You can only
clear your own digital signature.
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To clear your digital signature, simply right-click the signature and select Clear
Signature.
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The signature or certification is invalid and the document has been altered since
being signed.
To attempt validation on a signature again (for example, if you've installed a
certificate that wasn't installed when the file was first opened), right-click the
signature and select Validate Signature.
Importing a Digital ID Certificate
Before a digital signature can be validated in Revu, the digital ID certificate of the
signer must be imported in your trusted repository. The recommended best practice
when it comes to importing digital ID certificates is to have signers send you their
digital IDcertificates (which can be easily exported from Revu) directly and import
them into your trusted repository ahead of time. This way, you already have their
digital ID on file, ready to validate any digital signatures they place, and since you got
it from them directly, you have more reason to trust it.
To import a digital ID certificate from a file you've been sent:
1. Save the .cer file that was sent to you somewhere on your computer or network.
2. In Revu, go to Document >
Signatures > Trusted Identities. The Manage
Trusted Identities dialog box opens.
3. Click
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4. Browse to the location of the saved .cer file and open it. Revu automatically adds it to
your list of trusted identities.
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