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How do I create/share a digital signature?

Once a signature is created, it can be used quickly for future signing efforts, or shared with other users, please see below for steps on each process.

Create a Certificate

You will first need to create the certificate and the image you would like to use (and if sharing, ensure the image is in a shared network location).

1. Open a new document and use the Sign Document tool under the Protect Tab.

  • Choose “Use Certificate from file”

2. Click Create Certificate:

 

3. Fill in the fields as desired, then be sure to select “New PKCS#12 Digital ID File” 

4. Once you have set a password, click okay, you will then be prompted to save the file to a location.

  • If sharing the signature, ensure you save this to a network location that is accessible to all users who will be using it.

5. Select Manage:

6. Select the template you would like to share, and click Edit:

7. Choose Custom Icon (If sharing this should also be available on the shared network location):

8. Deselect all aspects of the certificate you do not want displayed:

At this point, you should have a certificate with an image ready to use for signing, possibly in a shared location.

Sharing a Signature

1. Open the File tab and choose Manage Settings > Export Settings:

2. Select Digital Signature Appearance Templates and Deselect all other options:

3. Save the settings Export to an easily accessible location with a user friendly name:

4. Distribute this file to your users, and have them Import this file into their PDF-XChange Editor or Editor Plus application in order to finalize the sharing process.

If you have any further questions or concerns, please send an email to support@tracker-software.com

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