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Signing With a Certification Signature

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Acrobat 9 Family of Products Security Feature User Guide Signing Documents Signing User Interface 90  Approval Signature: An approval signature is any signature that was applied without choosing Certify Document. Any signature other the first one must be an approval signature. Use approval signatures for the following:  For any signature other than the first.  When you do not need to attest to the document content.  When you do not need to restrict what a document recipient can do with the document.  When you are approving a document or form for further processing; for example, a purchase order. 6.1.3 Signing User Interface Signing features are accessible in several ways which vary depending on whether a document already contains signature fields or signatures:  Pull down menus: Pull down menus provide menu items for signing, certifying, and working with signed documents. Items are enabled and disabled based on the current state of the document and what the author has allowed.  Right click menus: For signed documents, right clicking on any signature in the Signatures pane or in the document displays a context menu. Menu items allow you to clear or validate a signature as well as to view the signature's properties.  Click on a signature field: Clicking on a signature field automatically invokes the Sign Document dialog. 6.2 Signing With a Certification Signature Certifying a document enables the first signer attest to its contents and specify the types of changes permitted for the document to remain certified. Certification helps document authors and recipients determine that documents are legitimate and tamper-proof, thereby enabling trustworthy online transactions and more secure communications. For example, suppose that a government agency creates a form with signature fields. When the form is complete, the agency certifies the document and allows users to change only form fields and sign the document. Users can fill in the form and sign the document, but if they remove pages or add comments, the document does not retain its certified status. Certifying a document helps ensure that it is not altered without the author's approval. Certified documents display the following (Figure 63):  Blue ribbon icon: An icon appears next to the digital signature and in the Signature tab.  Document restrictions: The Signature tab displays the certifier-specified restrictions.  Explicitly trusted but potentially dangerous content: A list appears in the Signature tab, if any.  Certification attestation: Depending on user preferences (see , a signer-specified reason for signing may appear in the Signature tab and the signature appearance. Before certifying, be aware of the following:  Certification locks certain document elements and limits what a document recipient can do with it.

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

Signing Documents

Security Feature User Guide

Signing User Interface



Approval Signature

: An approval signature is any signature that was applied without choosing Certify

Document. Any signature other the first one must be an approval signature. Use approval signatures

for the following:



For any signature other than the first.



When you do not need to attest to the document content.



When you do not need to restrict what a document recipient can do with the document.



When you are approving a document or form for further processing; for example, a purchase order.

6.1.3

Signing User Interface

Signing features are accessible in several ways which vary depending on whether a document already

contains signature fields or signatures:



Pull down menus

: Pull down menus provide menu items for signing, certifying, and working with

signed documents. Items are enabled and disabled based on the current state of the document and

what the author has allowed.



Right click menus

: For signed documents, right clicking on any signature in the Signatures pane or in

the document displays a context menu. Menu items allow you to clear or validate a signature as well as

to view the signature’s properties.



Click on a signature field

: Clicking on a signature field automatically invokes the Sign Document

dialog.

6.2

Signing With a Certification Signature

Certifying a document enables the first signer attest to its contents and specify the types of changes

permitted for the document to remain certified. Certification helps document authors and recipients

determine that documents are legitimate and tamper-proof, thereby enabling trustworthy online

transactions and more secure communications.

For example, suppose that a government agency creates a form with signature fields. When the form is

complete, the agency certifies the document and allows users to change only form fields and sign the

document. Users can fill in the form and sign the document, but if they remove pages or add comments,

the document does not retain its certified status. Certifying a document helps ensure that it is not altered

without the author's approval.

Certified documents display the following (

Figure 63



Blue ribbon icon

: An icon appears next to the digital signature and in the Signature tab.



Document restrictions

: The Signature tab displays the certifier-specified restrictions.



Explicitly trusted but potentially dangerous content

: A list appears in the Signature tab, if any.



Certification attestation

: Depending on user preferences (see , a signer-specified reason for signing

may appear in the Signature tab and the signature appearance.

Before certifying, be aware of the following:



Certification locks certain document elements and limits what a document recipient can do with it.