CoSign User Guide - DocuSign | Electronic …

1 CoSign Version -------------------------------- user Guide Notice This manual contains information that is proprietary to ARX (Algorithmic Research) Ltd. No part of this manual may be reproduced in any form whatsoever without prior written approval by ARX (Algorithmic Research) Ltd. ARX (Algorithmic Research) Ltd. reserves the right to revise this publication and make any changes without obligation to notify any person of such revisions and changes. For further information, contact ARX (Algorithmic Research) Ltd.

2 Trademarks CoSign Central Enterprise, CoSign Central FIPS, CoSign Web App, MiniKey, and CryptoKit are trademarks of ARX (Algorithmic Research) Ltd. Other names are trademarks or registered trademarks of respective owners and are used solely for identification purposes. ARX (Algorithmic Research) Ltd, Tel. 1-866-EASY-PKI (327-9754) Site: Copyright 2015 ARX (Algorithmic Research) Ltd. All rights reserved. CoSign user Guide Pub. Date Pub. No. i Table of Contents Chapter 1: Overview.

3 1 Requirements for Data Authentication Systems .. 1 Introduction to CoSign .. 2 Environments Supported by CoSign .. 2 CoSign Login Prompt .. 2 CoSign Extended Authentication .. 3 Using CoSign in an ADFS environment .. 4 Using CoSign in Common Criteria Mode .. 4 Using CoSign in Manual External CA Mode .. 5 Applications that Work with CoSign .. 6 CoSign Components .. 7 CoSign Guides .. 8 Intended Audience .. 8 Organization of this Guide .. 8 Chapter 2: Installing .. 11 Installing the CoSign Client.

4 11 CoSign Client 11 Installation Pre-requisites .. 12 Installing the Client Directly from the CD .. 13 Uninstalling the CoSign Client .. 15 Installing the Root Certificate and CoSign Verifier .. 15 Installing a Root Certificate .. 15 Installing a CoSign Verifier .. 16 Using CoSign Nation .. 17 Uninstalling the CoSign Verifier .. 20 Chapter 3: Using the CoSign Control Panel .. 21 Using the CoSign Control Panel .. 21 CoSign Control Panel user Actions .. 21 CoSign Control Panel in a Directory Independent Environment.

5 22 CoSign Control Panel Administrator Actions .. 24 CoSign Control Panel Menu Bar .. 25 CoSign Control Panel Tray Item .. 25 Chapter 4: Using the Graphical Signature Management Application .. 27 Overview .. 27 Installing the Graphical Signature Capture Device .. 27 Managing Graphical Signatures .. 28 Creating an Image-Based Graphical Signature .. 30 Creating a Text-Based Graphical Signature .. 33 ii Using the Signature Designer Utility ..35 CoSign Signature Designer Menu Options ..36 CoSign Signature Designer Toolbar Options.

6 37 CoSign Signature Designer Status Bar Information ..37 Chapter 5: Signing Microsoft Office Documents .. 39 Signing Office 2007/2010/2013 Documents New Document Style ..39 Adding Signature Fields in Office 2007/2010/2013 ..40 Configuring Signature Settings in Office 2007/2010/2013 ..41 Signing Empty Signature Fields in Office 2007/2010/2013 ..42 Validating and Viewing Digital Signatures in Office 2007/2010/2013 ..45 Validating Digital Signatures without Using the ARX Signature Line Provider ..46 Using the ARX Office 2007/2010/2013 CoSign Signatures Toolbar (Ribbon).

7 47 Signing Word and Excel Documents Office XP/2003 Style ..47 Overview ..48 ARX Legacy Word Add-in Menu ..48 ARX Legacy Word Add-in Toolbar Options ..50 Signing and Validating Signatures in Word and Excel Documents ..51 Word Specific Signing Features ..54 Excel Specific Signing Features ..54 Configuring Signature Defaults ..55 Imposing Dependency ..62 Using Design Mode ..63 Viewing the Signatures List ..65 Validating Office Signatures by a user Not Using CoSign ..68 Signing Word and Excel XP/2003 Documents without Graphical Signatures.

8 69 Signing a Word or Excel XP/2003 Document without a Graphical Signature ..69 Chapter 6: Signing InfoPath 2007/2010/2013 Forms .. 71 Understanding Digital Signatures in InfoPath ..71 Signature Standards in InfoPath ..71 Using Graphical Signatures in InfoPath ..71 Signature Scope and Number of Signers ..72 Signing InfoPath Forms Using CoSign Signature APIs ..72 Typical Work Flow for Using Digital Signatures in InfoPath ..72 Prerequisites for Signing an InfoPath Form ..73 Defining Signature Fields in an InfoPath Form Template.

9 73 Disabling Versioning in InfoPath Form Templates ..77 Signing a Signature Field in an InfoPath Form ..77 Validating a Signature in an InfoPath Form ..81 Viewing Signature Details in an InfoPath Form ..82 Removing a Signature from an InfoPath Form ..84 Chapter 7: Signing adobe acrobat Documents .. 85 Signing an acrobat Document using adobe acrobat X/XI ..85 Setting up adobe acrobat X/XI to Use Digital Signatures ..86 Signing an adobe acrobat Document acrobat X/XI ..89 Table of Contents iii Operations on Signatures in adobe acrobat X/XI Documents.

10 92 Certifying an adobe acrobat Document acrobat X/XI .. 94 Using the Update acrobat Option in the Graphical Signatures Utility .. 96 Validating CoSign Signatures Using adobe Reader X/XI .. 96 Signing an acrobat Document Using adobe Reader X/XI .. 98 Signing a PDF document Without Using adobe acrobat .. 98 Signing in adobe acrobat /Reader X/XI Using adobe Roaming ID .. 98 Generating a Roaming ID Profile .. 99 Signing a Signature Field that Contains a URL .. 102 Chapter 8: OmniSign Signing PDF and non-PDF Files.