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17.2. Configuring Signature Field Settings

This topic describes the settings that must be configured for signatures. These settings are located on the Admin dialog box's Fields/Sections tab.

Note: This topic only describes settings that are unique to signature fields or settings that need to be handled differently when working with a signature field. For more information on fields not explicitly described in this topic, see Defining Field Attributes.

Proceed to one of the following sections below:

Label

Although this setting is available for all fields types, when using it with a signature field, the Label setting can be used to specify the "terms" that are being agreed to when signing the form .

You can access a separate dialog box, for entering large amounts of text, by clicking the arrow button adjacent to the setting.

This dialog box is shown below, with sample additional text added.

 

Signature type

Defines the type of signature. Types of signatures can be:

Signature mode

Allows you to specify if the signature will simply be a image (a digitial representation of the signature) or will be an image and a PDF time stamp.

Note: In the following examples, a signature stamp was used to sign the document.

Signer name field

Allows you to specify the field that will be used in the signature signing process. This field must either be the current LincDoc user or a field in the document that will be filled out with the signer's name.

For example, suppose a document has a field called first_signer, which will be filled with the name of the person who will be signing the document. By selected first_signer with the Signer name field setting, when the user clicks sign inside the Document Viewer, the name typed into the first_signer field will be used to populate the list of signature fields. In other words, this name will be used as the document's signature.

Add data to image

These settings allow you to add data around a signature. You can specify the location of the data based on the selected setting (Top Left, Top Right, Bottom Left, or Bottom Right).

Important: These settings only appear when Image is selected from the Signature mode drop-down list.

Certification level

A certification level is set when the first signature is applied. Once set, it cannot be changed without invalidating existing signatures. Any changes not allowed by the level will result in the signature being marked as invalid. Changes since a signature has been applied can be listed by clicking on the signature. The signed version of the document may be seen by clicking on the signature.

Important: This setting only appears when Pdf Signature is selected from the Signature mode drop-down list.

The following options are available:

  • Not Certified: Additional signatures may be added. Changes to the document and the form data may be made. Document meta-data may be added.
    Use case: You have a document detailing a proposal. In order to fill this out the form must be approved. However, the contents of the form may be subject to change (new sections, schedules, etc...). This certification level would be used in this case.
  • Form Filling Allowed: Additional signatures may be added. Editable form fields may be changed or locked. Document meta-data may be added.
    Use case: Suppose that there is an office only section of a form that must be completed after the rest of the form is signed. This certification level will allow this functionality.
  • Form Filling and Annotations Allowed: Additional signatures may be added. Editable form fields may be changed or locked. Annotations may be added. Document meta-data may be added.
    Use case: Suppose that your documents need to be annotated after signing, you must choose this option.
  • No Changes Allowed: No additional signatures may be added. All form fields are set to read-only. No changes may be made at all.
    Use case: You have a document that once signed, such as a contract, that cannot be modified. This certification level will essentially lock all fields.

Note: These options only affect the ability of the PDF to be modified through Adobe Acrobat.

Fields to update when signing

You can specify fields that will be updated on PDF documents when the documents are signed.

Use the check boxes in this section to specify the fields that will be updated when applying the signature.

The selected fields are then updated after the signature field value is created and set to the form data, but before the signature is stamped on the document, allowing these field values to be written to the document at the same time as the signature.

Fields to lock

You can specify the fields that cannot be altered after a signature has been applied to the document, which prevents a user from changing the corresponding values.

In the example above, once the signature is applied, the fields Order_Number and Total_Price are locked. They can no longer be edited using Adobe Acrobat (or any other PDF software). If a document is reopened in LincDoc, the signature is removed and the document is no longer signed (or locked).

Fields to updated when declining

You can specify fields that will be updated on PDF documents when a signature is declined (the document is not signed).

Use the check boxes in this section to specify the fields that will be updated when a signature is declined.

The selected fields are updated when a signature is declined and the document is not signed.

Signable

Allows you to specify a condition that, when true, lets a user sign the document. Otherwise, the signature is not accessible on the final form.

Batch Signable

When selected, the corresponding signature field can be used with the batch signing feature. This feature allows you to sign multiple signature fields, in multiple documents, at the same time and with a single signature.

Exempt from flattening

This setting must be used for any signature field if the flatten generated PDFs? check box is selected on the Admin dialog box's eForm or Document Package tab. If this is not selected, the signing process will fail and an error will be shown.

Important: This setting only appears when the advanced check box is selected at the top of the Field attributes area on the Admin dialog box.

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