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Authoring Signable Documents

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4 Authoring Signable Documents Acrobat's digital signature capabilities allow authors to set up a secure signing environment and create simple documents and complex forms with one or more fields. Document authors can design documents with multiple signature fields each with unique behavioral characteristics and appearances. A signed field can lock other fields so that signed data can't be changed, and authors can force certain signature fields to be a required part of a workflow. Attention to signature field design and configuration can help you make the document "do the right thing" when someone receives it as well as control what that person can and cannot do with it. For more information, refer to the following:  "Best Practices for Signed Documents that will Change" on page 46  "Setting up the Signing Environment" on page 46  "Working with Signature Fields" on page 56  "Authoring Signable Forms" on page 62 4.1 Best Practices for Signed Documents that will Change Some workflows require that someone enter form data, provide annotations and comments, or sign a document. When the form author has authorized or the application allows such changes, the changes are not flagged as problematic or warnings. In general, the goal should be to design documents and workflows so that both the signature status and document status are always valid. Best practices for signed documents that will change vary by role:  Document author: Form fields can be ordered, named, and associated with behaviors that limit changes in signing workflows.  First signer: Use a certification signature for the first signature in a document and set Permitted Changes after Certifying as needed. The specified actions should not result in a warning triangle to appearing on signatures.  Signature validators and subsequent signers: View the signed version of the document and look at the signature's status icon in the Signature's pane as well as the document status icon in the message bar. If there are any issues or problems, read the text. You may also wish to view the document the PDF signature report, view modifications, and so on. 4.2 Setting up the Signing Environment A number of preferences control how your application, the document, and the signature will behave in signing workflows. These preferences tell the application where to look for Windows certificates, control signature appearances, enable the use of preview mode, and so on. 46

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

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Authoring Signable Documents

Acrobat’s digital signature capabilities allow authors to set up a secure signing environment and create

simple documents and complex forms with one or more fields. Document authors can design documents

with multiple signature fields each with unique behavioral characteristics and appearances. A signed field

can lock other fields so that signed data can’t be changed, and authors can force certain signature fields to

be a required part of a workflow. Attention to signature field design and configuration can help you make

the document “do the right thing” when someone receives it as well as control what that person can and

cannot do with it.

For more information, refer to the following:



“Best Practices for Signed Documents that will Change” on page 46



“Setting up the Signing Environment” on page 46



“Working with Signature Fields” on page 56



“Authoring Signable Forms” on page 62

4.1

Best Practices for Signed Documents that will Change

Some workflows require that someone enter form data, provide annotations and comments, or sign a

document. When the form author has authorized or the application allows such changes, the changes are

not flagged as problematic or warnings. In general, the goal should be to design documents and

workflows so that both the signature status and document status are always valid.

Best practices for signed documents that will change vary by role:



Document author

: Form fields can be ordered, named, and associated with behaviors that limit

changes in signing workflows.



First signer

: Use a certification signature for the first signature in a document and set

Permitted

Changes after Certifying

needed. The specified actions should not result in a warning triangle to

appearing on signatures.



Signature validators and subsequent signers

: View the signed version of the document and look at

the signature’s status icon in the Signature’s pane as well as the document status icon in the message

bar. If there are any issues or problems, read the text. You may also wish to view the document the PDF

signature report, view modifications, and so on.

4.2

Setting up the Signing Environment

A number of preferences control how your application, the document, and the signature will behave in

signing workflows. These preferences tell the application where to look for Windows certificates, control

signature appearances, enable the use of preview mode, and so on.