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Responding to an Email Request for a Digital ID

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Acrobat 9 Family of Products Security Feature User Guide Port 40 Presentation elements may change appearance 130 Preventing Multimedia Playback in Certified Documents 138 Preview document mode preference 48 Preview Mode and Signing Workflows 126 Preview Mode and Validation (View Signed Version) 127 privileged context 180 Problems encountered 116 Program file 143 Providing Instructions to the Trusted Root Recipients 158 Q qualified certificates 180 qualified electronic signatures 180 R Read an Article 66 Read Only 58 Reason field behavior 75 reasons 68, 70 Registering a Digital ID for Use in Acrobat 13 Registration Information/Key for Windows 95/98, Registry Data file 143 Requesting a Certificate via Email 161 Requesting a Digital ID via Email 33 Required 58 Required field not signed alert 64 Requiring Document Warning Review Prior to Signing 51 Requiring Preview Mode 47 Reset a Form 66 Resetting the Black and White Lists 144 Resource access 146 Responding to an Email Request for a Digital ID 164 Restricting Signing to a Roaming ID 86 Revalidate signatures warning 112 Revocation 116 Roadmap to Other Security Documentation 9 roaming ID 180 Roaming ID seed value 86 Roaming ID server name and URL 174 root certificate 180 Rules for opening a PDF via FDF 134, 154 Run a JavaScript 66 S Saving Certificate or Contact Details to a File 43 Saving Your Digital ID Certificate to a File 160 Script injection 133 Search Base 40 Searching for a document recipients 35 Searching for Digital ID Certificates 34 secure signature-creation devices 180 Secure time 104 security restricted property or method 180 Security setting import Success dialog 152 Security Setting Import and Export 149 Index 187 Security setting preferences for server import 152 Security settings Document message bar 151 Encryption method 150 Export dialog 150 Import from a file panel 151 Security Settings Console 14 Security settings menu and manager 14 Security Settings menu items 162 Security Terms 178 Seed value Custom signing reason 76 Forcing mdp selection during certification 72 lockDocument 74 mdp 73 Reason not allowed error 76 signatureAppearance 75 Specifying certificates for signing 80 Specifying signature components 78 Seed Value Basics 67 Seed values certSpec properties 81 Changes across releases 68 Custom legal attestations 73 JavaScript debugger 71 Object properties and descriptions 69 timeStampspec properties 76 Selecting a certificate chain for export 157 Selecting a digital ID 165 Self-expanding archive (used by Stuffit for Mac files and possibly by others) 143 Server Name 39 Set Layer Visibility 66 Setting Digital Signature Validation Preferences 103 Setting Identity Information 14 Setting JavaScript Options 139 Setting Signing Preferences 47 Setting the Certificate Trust Level 158 Setting up a Document for Certification 93 Setting up the Signing Environment 46 Setting up Your Environment for Signature Validation 102 Sharing (Exporting) a Digital ID Certificate 16 Sharing Settings & Certificates with FDF 152 Shell Scrap Object file 143 shouldAddRevInfo 68, 70 Show/Hide a Field 66 Showing Location and Contact Details 50 Sign Document dialog With Lock Document checkbox added 74 Signature appearance Configuration 54 New button 53 Signature creation preferences 49 Signature field Action properties 65 Appearance properties 59 Default appearance 57 Edit options 60 General properties 59 Multiple copy options 61

Section	Page
Getting Started	8
1.1 What’s in this Guide?	8
1.2 Who Should Read This Guide?	8
1.3 How Should You Use This Guide?	9
1.4 Roadmap to Other Security Documentation	9
Getting and Using Your Digital ID	11
2.1 Digital ID Basics	11
2.1.1 What is a Digital ID?	11
2.1.2 Digital ID Storage Mechanisms	12
2.1.3 Registering a Digital ID for Use in Acrobat	13
2.1.4 Digital ID Management and the Security Settings Console	14
2.1.5 Setting Identity Information	14
2.2 Generic ID Operations	15
2.2.1 Specifying Digital ID Usage	15
2.2.2 Sharing (Exporting) a Digital ID Certificate	16
2.2.3 Viewing All of Your Digital IDs	16
2.2.4 Customizing a Digital ID Name	17
2.2.5 Viewing Digital ID Certificates in the Certificate Viewer	17
2.3 Managing PKCS#12 Digital ID Files	19
2.3.1 Logging in to a Digital ID File	19
2.3.2 Adding a Digital ID from a PKCS#12 File	19
2.3.3 Adding and Removing Digital ID Files from the File List	20
2.3.4 Changing an ID File’s Password	20
2.3.5 Changing a PKCS#12 File’s Password Timeout	21
2.3.6 Logging in to PKCS#12 Files	22
2.3.7 Creating a Self-Signed Digital ID	22
2.3.8 Deleting a PKCS#12 Digital ID	25
2.4 Managing Windows Digital IDs	26
2.4.1 Finding a Digital ID in a Windows Certificate Store File	26
2.4.2 Deleting a Digital ID from the Windows Certificate Store	26
2.5 Your server may require additional or different authentication steps. Follow directions that appear in the dialogs.Managing IDs Stored on Hardware Devices	27
2.5.1 Adding an ID that Resides on External Hardware	27
2.5.2 Changing Passwords	28
2.5.3 Logging in to a Device	28
Managing Certificate Trust and Trusted Identities	30
3.1 What is Trust?	30
3.2 What is a Trusted Identity?	30
3.3 Adding Someone to Your Trusted Identity List	32
3.3.1 Requesting a Digital ID via Email	33
3.3.2 Importing a Certificate From a File	33
3.3.3 Searching for Digital ID Certificates	34
3.4 Certificate Trust Settings	35
3.4.1 Using Certificates for Certificate Security (Encryption)	38
3.5 Using Directory Servers to Add Trusted Identities	38
3.5.1 Manually Configuring a Directory Server	39
3.5.2 Editing Directory Servers Details	40
3.5.3 Deleting a Directory Server	41
3.5.4 Specifying a Default Directory Server	41
3.5.5 Importing and Exporting Directory Server Settings	41
3.6 Managing Contacts	42
3.6.1 Viewing and Editing Contact Details	42
3.6.2 Emailing Certificate or Contact Data	43
3.6.3 Saving Certificate or Contact Details to a File	43
3.6.4 Associating a Certificate with a Contact	43
3.6.5 Changing a Trusted Identity’s Certificate Association	44
3.6.6 Deleting Contacts and Certificates	44
Authoring Signable Documents	46
4.1 Best Practices for Signed Documents that will Change	46
4.2 Setting up the Signing Environment	46
4.2.1 Setting Signing Preferences	47
4.2.1.1 Requiring Preview Mode	47
4.2.1.2 Changing the Default Signing Method	48
4.2.1.3 Embedding Signature Revocation Status	49
4.2.1.4 Allowing Signing Reason	50
4.2.1.5 Showing Location and Contact Details	50
4.2.1.6 Enabling Document Warning Review	50
4.2.1.7 Requiring Document Warning Review Prior to Signing	51
4.2.1.8 Enabling a Warnings Comment or Legal Attestation	51
4.2.2 Customizing Signature Appearances	52
4.2.2.1 Creating a Custom Signature	52
4.2.2.2 Creating a Custom Watermark or Background	52
4.2.2.3 Creating a Custom Signature Appearance	53
4.2.2.4 Editing or Deleting a Signature Appearance	54
4.2.3 Using Timestamps During Signing	55
4.3 Working with Signature Fields	56
4.3.1 Creating a Blank Signature Field	57
4.3.2 Specifying General Field Properties	58
4.3.3 Customizing Field Appearances	59
4.3.4 Changing the Default Field Appearance	60
4.3.5 Cut, Copy, and Paste Signature Fields	60
4.3.6 Arranging Signature Fields	60
4.3.7 Creating Multiple Copies of a Signature Field	61
4.4 Authoring Signable Forms	62
4.4.1 Authoring a Document with Multiple Fields	62
4.4.2 Locking Fields Automatically After Signing	62
4.4.3 Making a Field a Required Part of a Workflow	63
4.4.4 Specifying a Post-Signing Action	64
4.4.5 Unlocking a Field Locked by a Signature	66
Controlling Signing with Seed Values	67
5.1 Seed Value Basics	67
5.1.1 Changes Across Releases	68
5.1.2 Supported Seed Values	69
5.1.3 Enabling JavaScript to Set Seed Values	70
5.2 Forcing a Certification Signature	71
5.3 Giving Signers the Option to Lock a Document	73
5.4 Forcing Signers to Use a Specific Signature Appearance	74
5.5 Adding Custom Signing Reasons	75
5.6 Specifying Timestamps for Signing	76
5.7 Specifying Alternate Signature Handlers and Formats	77
5.8 Specifying a Signature Hash Algorithm	79
5.9 Embedding Revocation Information in a Signature	79
5.10 Specifying Certificate Properties for Signing	80
5.10.1 Specifying Signing Certificates Origin	82
5.10.2 Specifying Certificates by Key Usage	83
5.10.3 Specifying Certificates by Policy	84
5.10.4 Specifying a URL When a Valid Certificate is not Found	85
5.10.5 Restricting Signing to a Roaming ID	86
5.11 Custom Workflows and Beyond	86
Signing Documents	89
6.1 Signing Basics	89
6.1.1 Before You Sign . . .	89
6.1.2 Signature Types	89
6.1.3 Signing User Interface	90
6.2 Signing With a Certification Signature	90
6.2.1 Certification Workflow for Documents with Multiple Signers	92
6.2.2 Setting up a Document for Certification	93
6.2.3 You can customize the way a certified document behaves for signers by giving form fields additional features with seed values. For example, you can preconfigure custom signing reasons or limit signing to only those with certificates with predef...	93
6.2.4 Certifying a Dynamic Form	95
6.2.5 Why Can’t I Certify?	96
6.3 Signing with an Approval Signature	96
6.3.1 Signing Documents in Acrobat	96
6.3.2 Signing in a Browser	98
6.3.3 Clearing One or More Signatures	99
Validating Signatures	100
7.1 Signature Validity Basics	100
7.1.1 What Makes a Signature Valid?	100
7.1.1.1 Authenticity Verification	101
7.1.1.2 Document Integrity Verification	101
7.2 Setting up Your Environment for Signature Validation	102
7.2.1 Validating Signatures Automatically	102
7.2.2 Setting Digital Signature Validation Preferences	103
7.2.3 Using Root Certificates in the Windows Certificate Store	104
7.2.4 Validating Signatures with Timestamps and Certificate Policies	105
7.3 Validating Signatures Manually	106
7.3.1 Validating Signatures with Adobe Reader	106
7.3.2 Validating a Single Signature in Acrobat	106
7.3.3 Validating All Signatures in Acrobat	107
7.3.4 Validating an Problematic Signature (trusting a signer on-the-fly)	108
7.3.5 Validating Signatures for other Document Versions	110
7.3.6 Validating Signature Timestamps	110
7.3.6.1 When Timestamps Can’t be Verified. . .	112
7.4 Status Icons and Their Meaning	113
7.4.1 Signature Status Definitions	113
7.4.2 Document Status Definitions	113
7.4.2.1 Signature status cheat sheet	114
7.5 Troubleshooting a Signature or Document Status	115
7.5.1 Troubleshooting an Identity Problem	115
7.5.1.1 Troubleshooting Digital ID Certificates	116
7.5.1.2 Displaying the Signer’s Certificate	117
7.5.1.3 Verifying the Identity of Self-Signed Certificates	118
7.5.1.4 Checking Certificate Revocation Status	119
7.5.1.5 Exporting a Certificate Other than Yours to a File	120
7.5.2 Troubleshooting a Document Integrity Problem	120
7.5.2.1 LiveCycle Dynamic Forms and the Warning Triangle	121
7.5.2.2 Viewing and Comparing Changes and Versions	122
7.5.2.3 Viewing a List of Post-Signing Modifications	122
7.5.2.4 Comparing a Signed Version to the Current Version	123
7.6 Document Behavior After Signing	124
7.6.1 JavaScript and Dynamic Content Won’t Run	125
7.6.2 Certifying a Document is Prevented	125
7.6.3 Form Field Fill in, Signing, and/or Other Actions Don’t Work	125
Document Integrity and Preview Mode	126
8.1 Preview Mode and Signing Workflows	126
8.2 Preview Mode and Validation (View Signed Version)	127
8.3 PDF Signature Reports	127
8.4 Signature Report Error Codes	129
External Content and Document Security	132
9.1 Enhanced Security	132
9.1.1 Enabling Enhanced Security	133
9.1.2 Changes in FDF Behavior	134
9.1.3 Interaction with Trust Manager	136
9.1.4 Make Privileged Folder Locations Recursive	136
9.2 Controlling Multimedia	136
9.2.1 Configuring Multimedia Trust Preferences	137
9.2.2 Controlling Multimedia in Certified Documents	138
9.3 Setting JavaScript Options	139
9.3.1 High Privilege JavaScript Defined	139
9.3.2 Javascript and Certified Documents	139
9.4 Adobe Trusted Identity Updates	140
9.5 Working with Attachments	141
9.5.1 Default Behavior: Black and White Lists	141
9.5.2 Adding Files to the Black and White Lists	144
9.5.3 Resetting the Black and White Lists	144
9.5.4 Allowing Attachments to Launch Applications	145
9.6 Controlling Access to Referenced Files and XObjects	145
9.7 Internet URL Access	146
9.7.1 Turning Internet Access Off and On	146
9.7.2 Allowing and Blocking Specific Web Sites	147
Migrating and Sharing Security Settings	149
10.1 Security Setting Import and Export	149
10.1.1 Exporting Security Settings to a File	149
10.1.2 Importing Security Settings from a File	150
10.1.3 Importing Security Settings from a Server	152
10.2 Sharing Settings & Certificates with FDF	152
10.2.1 FDF Files and Security	154
10.2.2 Exporting Application Settings with FDF Files	155
10.2.2.1 Distributing a Trust Anchor or Trust Root	155
10.2.2.2 Setting the Certificate Trust Level	158
10.2.2.3 Exporting Your Certificate	158
10.2.2.4 Emailing Your Certificate	159
10.2.2.5 Saving Your Digital ID Certificate to a File	160
10.2.2.6 Requesting a Certificate via Email	161
10.2.2.7 Emailing Server Details	162
10.2.2.8 Exporting Server Details	163
10.2.3 Importing Application Settings with FDF Files	164
10.2.3.1 Responding to an Email Request for a Digital ID	164
10.2.3.2 Importing Someone’s Certificate	166
10.2.3.3 Importing Multiple Certificates	167
10.2.3.4 Importing Timestamp Server Settings	169
10.2.3.5 Importing Directory Server Settings	171
10.2.3.6 Importing Adobe LiveCycle Rights Management Server Settings	172
10.2.3.7 Importing Roaming ID Account Settings	173
10.2.3.8 Importing a Trust Anchor and Setting Trust	175
Glossary of Security Terms	178

Match case Limit results 1 per page

Acrobat 9 Family of Products

Index

Security Feature User Guide

187

Port

Presentation elements may change appearance

130

Preventing Multimedia Playback in Certified Documents

138

Preview document mode preference

Preview Mode and Signing Workflows

126

Preview Mode and Validation (View Signed Version)

127

privileged context

180

Problems encountered

116

Program file

143

Providing Instructions to the Trusted Root Recipients

158

qualified certificates

180

qualified electronic signatures

180

Read an Article

Read Only

Reason field behavior

reasons

68, 70

Registering a Digital ID for Use in Acrobat

Registration Information/Key for Windows 95/98, Registry

Data file

143

Requesting a Certificate via Email

161

Requesting a Digital ID via Email

Required

Required field not signed alert

Requiring Document Warning Review Prior to Signing

Requiring Preview Mode

Reset a Form

Resetting the Black and White Lists

144

Resource access

146

Responding to an Email Request for a Digital ID

164

Restricting Signing to a Roaming ID

Revalidate signatures warning

112

Revocation

116

Roadmap to Other Security Documentation

roaming ID

180

Roaming ID seed value

Roaming ID server name and URL

174

root certificate

180

Rules for opening a PDF via FDF

134, 154

Run a JavaScript

Saving Certificate or Contact Details to a File

Saving Your Digital ID Certificate to a File

160

Script injection

133

Search Base

Searching for a document recipients

Searching for Digital ID Certificates

secure signature-creation devices

180

Secure time

104

security restricted property or method

180

Security setting import

Success dialog

152

Security Setting Import and Export

149

Security setting preferences for server import

152

Security settings

Document message bar

151

Encryption method

150

Export dialog

150

Import from a file panel

151

Security Settings Console

Security settings menu and manager

Security Settings menu items

162

Security Terms

178

Seed value

Custom signing reason

Forcing mdp selection during certification

lockDocument

mdp

Reason not allowed error

signatureAppearance

Specifying certificates for signing

Specifying signature components

Seed Value Basics

Seed values

certSpec properties

Changes across releases

Custom legal attestations

JavaScript debugger

Object properties and descriptions

timeStampspec properties

Selecting a certificate chain for export

157

Selecting a digital ID

165

Self-expanding archive (used by Stuffit for Mac files and

possibly by others)

143

Server Name

Set Layer Visibility

Setting Digital Signature Validation Preferences

103

Setting Identity Information

Setting JavaScript Options

139

Setting Signing Preferences

Setting the Certificate Trust Level

158

Setting up a Document for Certification

Setting up the Signing Environment

Setting up Your Environment for Signature Validation

102

Sharing (Exporting) a Digital ID Certificate

Sharing Settings & Certificates with FDF

152

Shell Scrap Object file

143

shouldAddRevInfo

68, 70

Show/Hide a Field

Showing Location and Contact Details

Sign Document dialog

With Lock Document checkbox added

Signature appearance

Configuration

New button

Signature creation preferences

Signature field

Action properties

Appearance properties

Default appearance

Edit options

General properties

Multiple copy options