|
| 1 | +# How to Sign PDFs Using Adobe Acrobat and a Self-Signed Certificate |
| 2 | + |
| 3 | +This guide explains how to use your self-signed `.p12` digital certificate, created with the `create_certificate.sh` script, to sign PDF documents using **Adobe Acrobat Reader** or **Acrobat Pro**. |
| 4 | + |
| 5 | +--- |
| 6 | + |
| 7 | +## 🪪 Steps to Add a Certificate-Based Signature to a PDF |
| 8 | + |
| 9 | +### 1. Open the Certificate Tool |
| 10 | + |
| 11 | +- Open a PDF in **Adobe Acrobat**. |
| 12 | +- Go to: |
| 13 | +```All Tools → More → Use a Certificate``` |
| 14 | +- **Alternatively:** |
| 15 | + From the Acrobat Home screen: |
| 16 | + ```See All Tools → Protect → Use a Certificate → Select your PDF file``` |
| 17 | + |
| 18 | + |
| 19 | +### 2. Open the "Use a Certificate" Panel |
| 20 | + |
| 21 | +- The **Use a Certificate** panel will appear on the left. |
| 22 | +- Choose one of the following options: |
| 23 | + |
| 24 | +| Option | Description | |
| 25 | +|------------------------------|--------------------------------------------------| |
| 26 | +| **Certify (visible signatures)** | Creates a visible digital signature field | |
| 27 | +| **Certify (invisible signatures)** | Certifies the document without visible signature | |
| 28 | + |
| 29 | +- Then click: |
| 30 | + ```Drag New Signature Rectangle``` |
| 31 | + |
| 32 | + |
| 33 | + |
| 34 | +### 3. Confirm Certification |
| 35 | + |
| 36 | +- Click **OK** in the **Save as Certified Document** dialog box. |
| 37 | + |
| 38 | + |
| 39 | +### 4. Define Signature Placement (Visible Only) |
| 40 | + |
| 41 | +- If you selected **Certify (visible signatures)** in step 2: |
| 42 | + Use your mouse to **drag a rectangle** where the signature should appear on the page. |
| 43 | + |
| 44 | + |
| 45 | +### 5. Choose a Digital ID |
| 46 | + |
| 47 | +- In the **Sign with a Digital ID** dialog: |
| 48 | + - Select an existing digital ID (e.g. your `.p12` certificate). |
| 49 | + - Or click: |
| 50 | + ```Configure New Digital ID``` |
| 51 | + to import or create a new one. |
| 52 | + |
| 53 | + |
| 54 | + |
| 55 | + |
| 56 | +### 6. Review and Sign |
| 57 | + |
| 58 | +- Click **Review** to inspect the document content before signing. |
| 59 | +- Click **Sign**. |
| 60 | +- Save the document when prompted. |
| 61 | + |
| 62 | +✅ Your PDF is now **digitally certified**. |
| 63 | + |
| 64 | +--- |
| 65 | + |
| 66 | +## 🧾 Certifying and Signing Documents |
| 67 | + |
| 68 | +The **Use a Certificate** tool in Adobe Acrobat provides two types of certificate-based signatures: |
| 69 | + |
| 70 | +| Option | Description | |
| 71 | +|-----------------|-----------------------------------------------------------------------------| |
| 72 | +| **Digitally Sign** | Adds an **approval signature**, indicating that the signer approves the content | |
| 73 | +| **Certify** | Provides a **higher level of control** — certifies the document's integrity and defines allowed changes | |
| 74 | + |
| 75 | + |
| 76 | +### 🔐 Certify (Visible or Invisible Signatures) |
| 77 | + |
| 78 | +- Certification **must be done before any other signatures** are added. |
| 79 | +- Once a document is signed, certification options become unavailable. |
| 80 | +- When certifying a document, you can control whether: |
| 81 | + - Changes are allowed (form fill-ins, comments, none, etc.) |
| 82 | + - A visible signature is shown or not. |
| 83 | + |
| 84 | + |
| 85 | +### ✅ Compliance Standards |
| 86 | + |
| 87 | +Both **Certify** and **Digitally Sign** options are compliant with: |
| 88 | + |
| 89 | +- **ETSI** (European Telecommunications Standards Institute) |
| 90 | +- **PAdES** (PDF Advanced Electronic Signature) |
| 91 | + |
| 92 | +> Acrobat and Reader support multiple PAdES parts depending on configuration: |
| 93 | +> |
| 94 | +> - **Part 2:** Default PDF signing format |
| 95 | +> - **Part 3:** CAdES format (optional, can be enabled) |
| 96 | +> - **Part 4:** Long-term validation (LTV) and timestamping (supported since Acrobat 9.1) |
| 97 | +
|
| 98 | +You can customize the **default signing method or format**: |
| 99 | + |
| 100 | +```Edit → Preferences → Signatures → Creation & Appearance → More...``` |
| 101 | + |
| 102 | +--- |
| 103 | + |
| 104 | +## ⚙️ Setting Up Certificate-Based Signatures |
| 105 | + |
| 106 | +To improve the signing experience and prevent errors: |
| 107 | + |
| 108 | +### ✅ Preparation Steps |
| 109 | + |
| 110 | +- 📥 **Obtain a digital ID**: |
| 111 | + Get it from your organization, a trusted provider, or create a **self-signed certificate** (see: `create_certificate.sh`). |
| 112 | + |
| 113 | +- ⚙️ **Set the default signing method** in Acrobat Preferences. |
| 114 | + |
| 115 | +- 🎨 **Create a visual signature appearance** |
| 116 | + (see section: *Create the Signature Appearance*) |
| 117 | + |
| 118 | +- 🛑 **Use Preview Document mode** |
| 119 | + Prevents hidden dynamic content from misleading you into signing something you can't see. |
| 120 | + |
| 121 | +- 📄 **Review all pages** |
| 122 | + Signature fields can exist on multiple pages — don’t miss any. |
| 123 | + |
| 124 | +- 🧩 **Configure the application** |
| 125 | + Both the **author and signer** should set up Adobe’s signature environment properly |
| 126 | + (see: *Set Signing Preferences* below). |
| 127 | + |
| 128 | +- 📝 **Choose the signature type** |
| 129 | + Understand the difference between **approval** and **certification** signatures. |
| 130 | + |
| 131 | +📎 *Note: Some organizations require digital IDs issued only by internal authorities.* |
| 132 | + |
| 133 | +--- |
| 134 | + |
| 135 | +## 🛠️ Set Signing Preferences |
| 136 | + |
| 137 | +Signing preferences define what happens when the signature dialog opens. These control: |
| 138 | + |
| 139 | +- Which actions are allowed or restricted |
| 140 | +- Visibility of signature field data |
| 141 | +- How document content can influence the signature process |
| 142 | + |
| 143 | +🧭 Go to: |
| 144 | +```Edit → Preferences → Signatures → Creation & Appearance → More...``` |
| 145 | + |
| 146 | +For enterprise-level control and configuration, refer to: |
| 147 | +**Adobe Digital Signatures Guide** (PDF link available on Adobe's site) |
| 148 | + |
| 149 | +--- |
| 150 | + |
| 151 | +## 🖊️ Create the Appearance of a Certificate-Based Signature |
| 152 | + |
| 153 | +You can customize the **visual look** of your certificate-based signature in Acrobat’s **Signature Preferences**. This allows you to include: |
| 154 | + |
| 155 | +- An image of your handwritten signature |
| 156 | +- A company logo |
| 157 | +- A photo or stamp |
| 158 | +- Additional signer information (reason, contact, etc.) |
| 159 | + |
| 160 | +You can also create **multiple signature styles** for different purposes. |
| 161 | + |
| 162 | + |
| 163 | + |
| 164 | + |
| 165 | + |
| 166 | +### ✨ How to Create a Custom Appearance |
| 167 | + |
| 168 | +1. *(Optional)* Scan your **handwritten signature** and save it as an image (e.g. PNG or JPG). |
| 169 | +2. Open the PDF and **right-click** on the signature field → |
| 170 | + ```Select `Sign Document` or `Certify with Visible Signature` ``` |
| 171 | +3. In the Sign dialog box, find the **Appearance** drop-down menu and select: |
| 172 | + ```Create New Appearance``` |
| 173 | +4. In the **Configure Signature Appearance** dialog: |
| 174 | + - Type a **short, descriptive name** for this appearance (e.g. "Tigran Handwritten Logo"). |
| 175 | + |
| 176 | +### 🖼️ Configure Graphic |
| 177 | + |
| 178 | +Choose how the graphic appears in the signature box: |
| 179 | + |
| 180 | +| Option | Description | |
| 181 | +|------------------|------------------------------------------------------------------------------| |
| 182 | +| **No Graphic** | Displays only text fields and the default icon | |
| 183 | +| **Imported Graphic** | Shows your custom image (handwritten signature, logo, etc.) | |
| 184 | +| **Name** | Displays only the icon and your name (from the certificate) | |
| 185 | + |
| 186 | +If using **Imported Graphic**: |
| 187 | +- Select `File` → `Browse` → choose your image file |
| 188 | + |
| 189 | + |
| 190 | +### 📝 Configure Text |
| 191 | + |
| 192 | +You can choose which text fields will appear: |
| 193 | + |
| 194 | +- **Name, Organization, Country** (from your `.p12` / certificate) |
| 195 | +- **Reason for signing** |
| 196 | +- **Location** |
| 197 | +- **Contact information** |
| 198 | + |
| 199 | +These fields can help **verify the authenticity** and purpose of the signature. |
| 200 | + |
| 201 | + |
| 202 | +### 🧩 Text Properties |
| 203 | + |
| 204 | +In the same dialog box, you can also: |
| 205 | + |
| 206 | +- Set **text direction** (LTR or RTL) |
| 207 | +- Choose **digit format** |
| 208 | +- Adjust layout |
| 209 | + |
| 210 | +If the dialog includes **Additional Signature Information**, fill in: |
| 211 | + |
| 212 | +- Reason |
| 213 | +- Location |
| 214 | +- Contact info |
| 215 | + |
| 216 | +> These options are only available if previously enabled in: |
| 217 | +> |
| 218 | +> ```Preferences → Signatures → Creation & Appearance → More...``` |
| 219 | +
|
| 220 | + |
| 221 | +### 📎 Access Preferences Anytime |
| 222 | + |
| 223 | +You can also create or edit signature appearances via the menu: |
| 224 | + |
| 225 | +- On **Windows**: |
| 226 | + ```Hamburger menu (☰) → Preferences → Signatures``` |
| 227 | +- On **macOS**: |
| 228 | + ```Acrobat → Preferences → Signatures``` |
| 229 | + |
| 230 | +Then go to: |
| 231 | +```Creation & Appearance → More...``` |
| 232 | + |
| 233 | +--- |
| 234 | + |
| 235 | +## 🔐 PKCS#12 Modules and Tokens |
| 236 | + |
| 237 | +You can manage **multiple digital IDs** for different signing roles or purposes — for example: |
| 238 | + |
| 239 | +- Signing as an individual |
| 240 | +- Signing on behalf of a company |
| 241 | +- Using different methods (e.g. visible vs invisible certification) |
| 242 | + |
| 243 | +Digital IDs are typically **password-protected** and can be stored in various locations: |
| 244 | + |
| 245 | +| Storage Type | Description | |
| 246 | +|-------------------------|-------------------------------------------------------| |
| 247 | +| **PKCS#12 file (.p12)** | Local file on your computer (default for this toolkit) | |
| 248 | +| **Smart card / token** | External hardware (e.g. USB-based identity devices) | |
| 249 | +| **Windows certificate store** | System-level certificate manager (Windows only) | |
| 250 | +| **Roaming ID** | Hosted on a server — used in enterprise environments | |
| 251 | + |
| 252 | +🛠 Adobe Acrobat includes a **default signature handler** that supports IDs from all of the above. |
| 253 | + |
| 254 | +📌 To use a certificate, make sure it's **registered** and visible inside Acrobat (via Preferences → Signatures → Identities). |
| 255 | + |
| 256 | +--- |
| 257 | + |
| 258 | +## 🕒 Add a Timestamp to Certificate-Based Signatures |
| 259 | + |
| 260 | +You can include a **timestamp** in your certificate-based signature, showing **exactly when** the document was signed. Timestamps help: |
| 261 | + |
| 262 | +- Prove when the signature was created |
| 263 | +- Reduce risk of invalidation due to expired certificates |
| 264 | +- Assist in long-term validation |
| 265 | + |
| 266 | +### 🕹 Where the Timestamp Comes From: |
| 267 | + |
| 268 | +| Source | Behavior | |
| 269 | +|---------------------------|--------------------------------------------------------------------------| |
| 270 | +| **Trusted Timestamp Authority (TSA)** | Preferred — secure and verifiable via a third-party certificate | |
| 271 | +| **Local system time** | Used if no TSA is configured — may be unreliable for legal verification | |
| 272 | + |
| 273 | +🖊️ The timestamp appears: |
| 274 | +- In the **signature field** itself |
| 275 | +- In the **Signature Properties** dialog, under the **Date/Time** tab |
| 276 | + |
| 277 | +--- |
| 278 | + |
| 279 | +### 📝 Notes: |
| 280 | + |
| 281 | +- You can configure Acrobat to use a TSA (Preferences → Signatures → Timestamping). |
| 282 | +- If no timestamp server is set, Acrobat will use your computer’s local time. |
| 283 | +- **Missed it?** You can **add a timestamp later** to a signature |
| 284 | + → See: *Establish long-term signature validation* |
| 285 | + |
0 commit comments