Integrisign For Ms Word Epad Support
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IntegriSign for MS Word Contents1. Introduction............................................................................................... 22. Using IntegriSign in MS Word 2003....................................................... 2 2.1 Macro Security..................................................................................................................................... 2 2.2 Authenticate and Secure ...................................................................................................................... 3 2.3 Freezing of Document ......................................................................................................................... 4 2.4 Signing in Protected documents and templates.................................................................................... 4 2.5 Creating a Signature ............................................................................................................................ 6 2.6 Sectional signing.................................................................................................................................. 7 2.7 Document Verification ........................................................................................................................ 83. Using IntegriSign in MS Word 2007....................................................... 84. Using IntegriSign in MS Word 2010/2013/2016................................... 115. Known Issues........................................................................................... 15 5.1 Text with Special Effects................................................................................................................... 15 5.2 Auto Text Fields ................................................................................................................................ 156. Troubleshooting ...................................................................................... 15© IntegriSign 1 1. Introduction An IntegriSign plug-in allows you to create a document and sign it electronically with your handwritten signature using an ePad device. The plug-in facilitates: 1. Signature Capture - The signature trace is captured and stored on the electronic document in a signature object
2. Content Hashing - The signature object is bound to the contents of the document such that any alteration of the document after signing it would render the signature invalid
3. Document Verification – The document can be verified to ensure its integrity (i.e., confirming that it has not been tampered) after the act of signing
2. Using IntegriSign in MS Word 2003 When IntegriSign Desktop is installed onto a system, plug-in for MS Word is automatically installed. On opening the application, you will be able to view the following icons in the word toolbar Insert Signature Field Sign Signature Field Preferences The same options can also be accessed from the ‘IntegriSign’ drop down menu from the main menu of the MS Word application
2.1 Macro Security When you open MS Word after IntegriSign Desktop installation, a security- warning window appears. If the macro security (ToolsMacroSecurity) setting is set to either ‘High’ or ‘Medium’ in your system, then this window appears
© IntegriSign 2 Macros from IntegriSign document template are digitally signed and are safe
Checking “Always trust macros from this source” will mark these macros as safe and avoid displaying the Security warning window in future. Click “Enable Macros” to proceed
2.2 Authenticate and Secure The ‘Authenticate and Secure’ window gives you the option of authenticating a specific section within the current document or the entire document for the current signature. The ‘Whole Document’ option when checked includes the entire document for authentication
The ‘Authenticate and Secure’ window is not shown during signing process by default. To enable this window, uncheck the ‘Do not show Authenticate and Secure window’ in Word – Configuration. This can be accessed from the menu IntegriSign Configuration. The Freeze Document option in IntegriSign for MS Word – Configuration is irreversible. Document once freezed using this option cannot be unfreezed
© IntegriSign 3 2.3 Freezing of Document The plug-in allows you to choose if you want to freeze the whole document from the Authenticate and Secure window. Freezing is accomplished through the act of signing and immobilizes the whole document and does not allow any changes or modifications to be made. You are required to give a password when using the Freeze feature. Freezed document can be unfreezed from ToolsUnprotect Document
2.4 Signing in Protected documents and templates Before protecting the document to be signed, click ‘Insert Signature Field’ to place a signature placeholder on the Ms Word document. Then protect the document using the ‘Protect Document’ feature from the ‘IntegriSign’ menu so that you can sign at a later point of time. If the document is protected using the© IntegriSign 4 ‘Protect Document’ option in the Tools menu, signing the document with content authentication feature is not possible
Place a signature placeholder in the word document and then protect the document. Select ‘Forms’ in the ‘Protect documents for’ option. Provide a password to complete the protection of the document process. To unprotect, go to ToolsUnprotect Document
To initiate the act-of-signing on unsigned placeholders/fields in a protected document, you need to use ‘Sign Signature Field’ option instead of double- clicking the placeholder. ‘Sign Signature Field’ options displays a window listing all the unsigned signature fields. If a document has three unsigned signature fields, the window looks like the one below. When Signature1 is selected, the selected signature is automatically highlighted in the document. Click on the “Sign” button to initiate the act-of-signing
Note: In a protected document, 1. Blank signature fields in the Header/Footer cannot be signed using ‘Sign Signature Field’ option
© IntegriSign 5 2. Signatures in the Header/Footer do not get verified when ‘Verify All Signatures’ option is used
2.5 Creating a Signature Signing in MS Word using IntegriSign can be accomplished by using the ‘Insert Signature Field’ option
Insert Signature Field 1. Compose the document
2. Create sections, if desired (for further details on how to create sections in Word see Sectional Signing, (Ref: 2.6) 3. Place the cursor where the signature needs to be placed on the document and click on the ‘Insert Signature Field’ button. A placeholder appears on the document with the words “Double-click to Sign”. Double-click this placeholder to sign the document
4. A screen with the title ‘Authenticate and Secure’ is displayed, which presents the signer with the option of authenticating a specific section within the current document or the entire document
5. Choose the sections to be authenticated. You may select one or more sections depending on how many sections you wish to authenticate with that signature
Click on help for further information on this feature
6. You also have the option of freezing the entire document preventing any further modifications. (Please note that freezing a entire document will disable all editing features for the document and cannot be reversed) 7. The signature capture screen is now displayed to capture inputs from the ePad device
8. Select the Signer name from the list for a registered signer or in case of Public Signing (e.g. customer signing) signer can just enter name in the Signer Name field
9. Sign using the ePad device. As the signing continues, the signature trace is shown on the signature placeholder. To apply the signature on to document© IntegriSign 6 In addition to the basic functions mentioned in the Introduction, IntegriSign MS Word Plug-in also has the following features:2.6 Sectional signing The IntegriSign MS Word plug-in allows you to create multiple sections in a document such that each section is treated as an independent document. This is especially useful in cases where the same document is being signed by multiple signers, and should permit a second or third signer to add remarks to any of the sections without affecting the first signer’s signature. For example, the first signer (e.g. John) can create a section and authenticate it with his signature and forward it to the second signer (e.g. Nancy), who can then add her comments to the second section and authenticate it with her signature, and so on
To Create Sections in MS Word 2003 follow the steps below: a. Go to ‘View’ on the MS Word toolbar and click on ‘Normal’ b. Place the cursor at the location where the section break is required c. Now go to ‘Insert’ on the Word toolbar and select ‘Break’ d. Select the type of Section break to be inserted, e.g. ‘Continuous’ (If the section breaks are intended to be on the same page) and click ‘OK’
e. A section break is shown on the document where the cursor was located
To Create Sections in MS Word 2007, 2010, 2013 and 2016 follow the steps below: a) Go to 'View' on the MS Word toolbar and click on 'Draft'
b) Place the cursor at the location where the section break is required
c) Now go to 'Page Layout' toolbar and select 'Breaks'
d) Select the type of Section break to be inserted, e.g 'Continuous' (If the section breaks are intended to be on the same page)
e) A section break is shown on the document where the cursor was located
The document may thus be partitioned into any number of sections
Each section in a document is treated independently and can be signed and authenticated, depending on the functionality intended for the document
© IntegriSign 7 2.7 Document Verification 1. Double-click on the signature in the document
2. A window is displayed with the image of the current signature, device information and the signer info
3. If the document is modified after signing, then the signature on the document is invalidated with a large “X” through the signature
Reversing the change made to the document brings the signature back to its original state
Signatures in an IntegriSign signed document are verified automatically in Save and Print events
Note: In case of protected documents, for document verification use the ‘Verify All Signatures’ option. Any modifications made to the document after signing will cross out the signatures made
If signatures need to be validated at the time of opening the document, overwrite Microsoft Word’s Normal.dot with the one present in IntegriSign Desktop installation directory. Customizations to the Microsoft Word’s standard Normal.dot will be lost in this case
3. Using IntegriSign in MS Word 2007 When IntegriSign Desktop is installed onto a system, plug-in for MS Word 2007 is automatically installed. On opening the application, one will be able to find the IntegriSign menus and toolbars under “Add-ins” menu as shown below
© IntegriSign 8 For IntegriSign to properly work in Word 2007, one needs to change the defaultmacro security option. To change the Macro Security settings click on “Developer”menu and then click on “Macro Security” button (i.e. “Yellow Exclamation” button)under “Code” group. For reference, see the image below
IntegriSign macros are digitally signed. Hence, change the setting to “Disable allmacros except digitally signed macros” as shown below
© IntegriSign 9 Once the above setting is applied, close and open MS Word 2007. Upon opening, ifyou get a macro error when inserting signature field, check if you are seeing amessage, saying “Security Warning Some active content has been disabled” followedby a button named “Options…” as shown in the image below. If yes, do thefollowing
1. Click on the button “Options…”
2. In the displayed dialog, select “Enable all code published by this publisher.” See the image below for reference
3. Click on “OK”. Once this is done, “IntegriSign” is added to the trusted publishers list and IntegriSign functionality will be enabled
© IntegriSign 10 Refer to sections 2.2 to 2.7 for the common features that are applicable to Word2007 as well
4. Using IntegriSign in MS Word 2010/2013/2016When IntegriSign Desktop is installed onto a system, plug-in for MS Word2010/2013/2016 is automatically installed. On opening the application, one will beable to find the IntegriSign menus and toolbars under “Add-ins” menu as shownbelow
© IntegriSign 11 In the case of Word 2010/2013/2016, click on “File → Options” menu item and in thedisplayed window, select “Trust Center” in the left hand side pane. Select “TrustCenter Settings” and then click on “Macro Security” option in the left hand side pane
For reference, see the image below
IntegriSign macros are digitally signed. Hence, change the setting to “Disable allmacros except digitally signed macros” as shown below
Once the above setting is applied, close and open MS Word. Upon opening, if you geta macro error when inserting signature field, check if you are seeing a message,saying “Security Warning Macros have been disabled” followed by a button named“Enable Content as shown in the image below
© IntegriSign 12
‘Protect Document’ option in the Tools menu, signing the document with content authentication feature is not possible. Place a signature placeholder in the word document and then protect …
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Frequently Asked Questions
What is integrisign desktop for epadlink?
For software developers, IntegriSign Desktop provides a set of SDKs for capturing signatures in PC and web applications and for interacting directly with the various ePadLink signature pads. IntegriSign Desktop version 12.2 provides a new signing certificate that doesn’t expire until April 2020.
What is integrisign desktop and how does it work?
IntegriSign Desktop provides the plug-ins that enable signature capture in popular desktop applications: Microsoft Word and Excel, and Adobe Acrobat. After installing IntegriSign Desktop on your computer, you will be able to place signature fields into Word, Excel, and PDF documents and sign them, all from within the application program.
How do i sign documents with integrisign desktop?
After installing IntegriSign Desktop on your computer, you will be able to place signature fields into Word, Excel, and PDF documents and sign them, all from within the application program.
What does the integrisign plug in do?
An IntegriSign plug-in allows you to create a document and sign it electronically with your handwritten signature using an ePad device. The plug-in facilitates: Signature Capture - The signature trace is captured and stored on the electronic document in a signature object.