Kofax SignDoc Web 2.1.0 - Online Help

Signing a PDF document

 

NOTE Please make sure that supported signature capture device is properly connected and corresponding driver is installed.

 

To sign a PDF document, please perform the following steps:

1.Create a new document from demo page, for example, by creating a New document from template. Select one of the available templates from the drop down list and click open document button.
 

 
Please see the chapter Open Documents for more information.
 

2.The new document will be created based on the selected template and will be displayed in the browser window.
 

 

3.On the top of the page the SignDoc Web toolbar will be shown. Please find a description of the items in the chapter SignDoc Web toolbar.
 

 

4.SignDoc Web offers a possibility to edit the PDF documents directly in the browser window.
For using this functionality the PDF document should contain the editable form fields, that are supported by SignDoc Web (text fields, check boxes, radio buttons). If the document already contains the supported editable form field, please click the toolbar icon Highlight input fields. Once the icon is clicked, all the editable form fields will become highlighted as shown on the picture below:
 

 

5.Using a mouse, please click on the field which you would like to edit. Once clicked, the field will become activated and it will be possible to enter the text. Please enter the text and press Enter key on the keyboard to confirm the entry. The text will be inserted in the corresponding text field.
 

 

6.To activate the necessary check box, simply click on the check box. The picture below shows an example of the document with entered text and activated check boxes:
 

 

7.To sign the document, please click on the signature field directly in the document:
 

 

NOTE Find a description of signing a document using a mobile device with the Sign2Phone App in How to use Sign2Phone.

 

8.The signature capture dialog will be opened as shown below.
 

 
If the signature capture dialog was not opened, please make sure that SignDoc Plugin has been installed on this computer.
 

9.Please sign on the signature capture device. Click the button Erase if you would like to re-enter the signature. Click the button OK to confirm the signature entry or click Cancel to abort the signature capture process.
 

 

10.After clicking the OK button the signature capture dialog will be closed and the captured signature will be inserted into the document in the corresponding signature field.
 

 

11.When all the necessary signatures are inserted in the document, please click the Send document to archive icon to archive the document.

12.The message asking if you really want to send the document to archive will appear in the middle of the browser window. At the same time the info message notifying about the document validation status will appear in the bottom of the left corner of the browser window.
 

 

13.Click the Yes button to confirm and document will be sent to the archive.
If the SignDoc Web has been installed with a default setting the location of the DMS folder will be in

C:\ProgramData\SOFTPRO\SignDocWeb\dms

14.On the last SignDoc Web demo page the information that the document successfully saved will be displayed.
 

 

15.The last SignDoc Web demo page will be displaying the additional information about the currently archived document like options and result parameters.

 

 

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