Digitally Sign PDF

The Sign PDF tab is used to digitally sign PDF documents as they are received. After the document is signed, there are options for routing of the output file. The tab has the following sections:

Digital Signature Settings

The following options are available to choose the signature, set a timestamp server, or modify the appearance.

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.

View Digital IDs - When clicked will display the Digital IDs stored within the file

Digital IDs - Displays a list of all the digital IDs stored within the signature file

Signature Information

ID Password - The password for the selected digital ID. You must enter the correct password in order to be able to digitally sign the document

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

Create signature when missing - Check this option to create a signature even if there is no signature field present in the document

Create invisible signature - will create an invisible signature within the document

Create visible signature at - will create a signature at the location specified below

Timestamp Server

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

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

Text

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

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

Output Routing Options

This section determines what happens once the PDF document has successfully been processed. If the processing fails for any reason the document will instead rout the document using the settings set in the Trouble Handling tab.

Print the PDF Document

Use this section to print the PDF file as part of processing it. Click on "Edit Details" to set the settings.

Printer

Select the printer you wish to use here. When the job is running and the printer you selected is now not available, then the current system default printer will be selected instead.

Print Range

All: prints all the pages in the document

Page Range: enter a single page, a page range, or multiple pages and ranges, separated by commas.

Page Handling

Auto Rotate: rotate the printout to match the width and length with the paper. The portrait / landscape setting set by the user will be ignored.

Center In Printable Area: center the page in the paper. No effect if the pages in a document are larger than the paper they are being printed on.

Reduce Large Pages to Printer Margins: shrink pages so that they fit in the paper. No effect if the pages in a document are smaller than the paper they are being printed on.

Expand Small Pages to Printer Margins: expand pages to fill the paper they are being printed on. No effect if the pages in a document are larger than the paper they are being printed on.

Options

Number of Copies: the number of copies of the document to be printed

Collate Sheets: keeps pages in order when printing multiple copies. For example, if unchecked, two copies of a three-page document will print in this order: 1,1,2,2,3,3. If checked, the order will be 1,2,3,1,2,3. This option is not available when printing only one copy.

Duplex Processing: the options to print on the front and back of pages

Single (no duplex): prints only one page per sheet
Duplex (long edge): prints two pages per sheet flipping the page on the short edge
Tumble (short edge): prints two page per sheet flipping the page on the long edge

Print to File: Use this option to send the printer output to a file instead of the printer. When the option is checked, an output folder is necessary to know where to save the printer output files.

Output Folder: the full path to a local directory (on the server) to send the file

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.

Specify Paper Source: Use this option to select a specific tray for paper source on the selected printer. When this option is left unchecked, the default tray on the printer will be used.

Change the Output File Name

Use this section to change the name of the PDF file before saving. Click on "Edit Details" to set the settings.

Renaming Options

Start with the current file name: You may use a file name based on the existing file name with some simple modifications. You may specify one string of characters to be removed. If that string is found and deleted, then the replace string will be inserted at the same location. You may also specify a prefix to use at the start of each name, and a suffix to place at the end.

If Present Remove: the text you wish to be removed from the file name if present
And Replace With: the text you wish to replace the text removed above with
Add a Prefix: the text you wish to add to the beginning of the file name
Add a Suffix: the text you wish to add to the end of the file name

Replace with new file name: You may replace every incoming file name with a new name. This is useful in some E-Mail situations. If you use this option in other situations, consider appending a counter or time stamp to prevent name conflicts.

File Name to Use: The exact file name you wish to use (excluding extensions such as .pdf, .jpg, etc... as these will automatically be added by the process)

Tracking Options

Append date and time stamp: You can add a date a timestamp to the file name as well. This will be added to the very end of the file name based on the options set above.

_YYMMDD_HHMMSS: appends a 2 digit year, 2 digit month, 2 digit day, hour (in 24 hour format), minutes, & seconds (i.e. Mar 4th, 2016 02:05:39 = "_160304_140539")
_YYMMDD: appends a 2 digit year, 2 digit month, & 2 digit day (i.e. Mar 4th, 2016 02:05:39 = "_160304")
_HHMMSS: appends the hour (in 24 hour format), minutes, & seconds (i.e. Mar 4th, 2016 02:05:39 = "_140539")

Append an incriminating counter: If you have elected to append a counter, then as long as this value is zero (0) the counter will continue to increment as each file name is prepared. If you set this to any positive integer, then the next time a file name is prepared the new value will be used and the counter will increment from there.

Start Value: the starting number of the incremental counter when the task is started
Total Digits (zero pad): the number of digits to use in the counter using zeros as padding. For example: if set to 4 digits and the current count value is 15 it will display as "0015"

Save the Output File to a Folder

Use this section to save the file to a folder after setting the permissions. Click on "Edit Details" to set the settings.

Location

Folder Path: the full path to a local directory (on the server) to watch for files.

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.

Save

In one ZIP file: when checked all processed files will be placed into a single .ZIP file in the directory chosen.

Name Collision Logic

When a prepared output file has the same name as an existing file the existing file could be overwritten. You may choose to have a unique name created by appending a numeric or alphabetic counter to the end of the file name. Be careful when using the overwrite option.

Add a Unique Numeric Suffix: appends a unique number to the end of the file that will increment by 1 for each occurrence (i.e. _1, _2, etc...)
Add a Unique Alphabetic Suffix: appends a unique letter to the end of the file for each occurrence (i.e. _A, _B, etc...)
Overwrite the Previous File: Overwrites the existing file in the original storage location that contains the exact same name

FTP the Output File

Use this section to send the file to an FTP server after setting the permissions. Click on "Edit Details" to set the settings.

Destination

Server: the host name of the FTP server, such as ftp.example.com

Folder: the directory on the FTP server to watch for files

User: the user name to access the server

Password: the password for the user set above

Save

In one ZIP file: when checked all processed files will be placed into a single .ZIP file in the directory chosen.

Name Collision Logic

Add a Unique Numeric Suffix: appends a unique number to the end of the file that will increment by 1 for each occurrence (i.e. _1, _2, etc...)
Add a Unique Alphabetic Suffix: appends a unique letter to the end of the file for each occurrence (i.e. _A, _B, etc...)
Overwrite the Previous File: Overwrites the existing file in the original storage location that contains the exact same name

E-Mail the Output File

Use this section to send the file by e-mail after setting the permissions. Click on "Edit Details" to set the settings.

Recipients

Send List: the "To:" field when sending the email. Multiple email addresses can be entered by using a comma and a space (i.e. john@example.com, jane@example.com)

Copy List: the "Cc:" (carbon copy) field when sending the email. Multiple email addresses can be entered by using a comma and a space (i.e. john@example.com, jane@example.com)

Importance: sets the importance of the email being sent. Can be set to Low, Normal, or High

Sensitivity: sets the sensitivity of the email being sent. Can be set to Normal, Personal, Private, or Confidential

Content

Subject: subject line of the email being sent

Message: message to be sent with the email. The message will be sent as plain text in the body of the email.