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docs/Acrobat_Usage_Guide.md

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# How to Sign PDFs Using Adobe Acrobat and a Self-Signed Certificate
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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**.
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---
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## 🪪 Steps to Add a Certificate-Based Signature to a PDF
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### 1. Open the Certificate Tool
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- Open a PDF in **Adobe Acrobat**.
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- Go to:
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```All Tools → More → Use a Certificate```
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- **Alternatively:**
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From the Acrobat Home screen:
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```See All Tools → Protect → Use a Certificate → Select your PDF file```
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### 2. Open the "Use a Certificate" Panel
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- The **Use a Certificate** panel will appear on the left.
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- Choose one of the following options:
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| Option | Description |
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|------------------------------|--------------------------------------------------|
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| **Certify (visible signatures)** | Creates a visible digital signature field |
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| **Certify (invisible signatures)** | Certifies the document without visible signature |
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- Then click:
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```Drag New Signature Rectangle```
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![Use a Certificate panel](../docs/images/acrobat_certify_visible.png)
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### 3. Confirm Certification
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- Click **OK** in the **Save as Certified Document** dialog box.
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### 4. Define Signature Placement (Visible Only)
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- If you selected **Certify (visible signatures)** in step 2:
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Use your mouse to **drag a rectangle** where the signature should appear on the page.
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### 5. Choose a Digital ID
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- In the **Sign with a Digital ID** dialog:
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- Select an existing digital ID (e.g. your `.p12` certificate).
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- Or click:
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```Configure New Digital ID```
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to import or create a new one.
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![Digital ID selection screenshot](../docs/images/acrobat_digital_id_dialog.png)
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### 6. Review and Sign
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- Click **Review** to inspect the document content before signing.
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- Click **Sign**.
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- Save the document when prompted.
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✅ Your PDF is now **digitally certified**.
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---
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## 🧾 Certifying and Signing Documents
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The **Use a Certificate** tool in Adobe Acrobat provides two types of certificate-based signatures:
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| Option | Description |
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|-----------------|-----------------------------------------------------------------------------|
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| **Digitally Sign** | Adds an **approval signature**, indicating that the signer approves the content |
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| **Certify** | Provides a **higher level of control** — certifies the document's integrity and defines allowed changes |
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### 🔐 Certify (Visible or Invisible Signatures)
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- Certification **must be done before any other signatures** are added.
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- Once a document is signed, certification options become unavailable.
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- When certifying a document, you can control whether:
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- Changes are allowed (form fill-ins, comments, none, etc.)
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- A visible signature is shown or not.
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### ✅ Compliance Standards
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Both **Certify** and **Digitally Sign** options are compliant with:
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- **ETSI** (European Telecommunications Standards Institute)
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- **PAdES** (PDF Advanced Electronic Signature)
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> Acrobat and Reader support multiple PAdES parts depending on configuration:
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>
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> - **Part 2:** Default PDF signing format
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> - **Part 3:** CAdES format (optional, can be enabled)
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> - **Part 4:** Long-term validation (LTV) and timestamping (supported since Acrobat 9.1)
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You can customize the **default signing method or format**:
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```Edit → Preferences → Signatures → Creation & Appearance → More...```
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---
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## ⚙️ Setting Up Certificate-Based Signatures
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To improve the signing experience and prevent errors:
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### ✅ Preparation Steps
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- 📥 **Obtain a digital ID**:
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Get it from your organization, a trusted provider, or create a **self-signed certificate** (see: `create_certificate.sh`).
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- ⚙️ **Set the default signing method** in Acrobat Preferences.
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- 🎨 **Create a visual signature appearance**
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(see section: *Create the Signature Appearance*)
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- 🛑 **Use Preview Document mode**
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Prevents hidden dynamic content from misleading you into signing something you can't see.
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- 📄 **Review all pages**
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Signature fields can exist on multiple pages — don’t miss any.
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- 🧩 **Configure the application**
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Both the **author and signer** should set up Adobe’s signature environment properly
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(see: *Set Signing Preferences* below).
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- 📝 **Choose the signature type**
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Understand the difference between **approval** and **certification** signatures.
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📎 *Note: Some organizations require digital IDs issued only by internal authorities.*
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---
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## 🛠️ Set Signing Preferences
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Signing preferences define what happens when the signature dialog opens. These control:
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- Which actions are allowed or restricted
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- Visibility of signature field data
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- How document content can influence the signature process
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🧭 Go to:
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```Edit → Preferences → Signatures → Creation & Appearance → More...```
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For enterprise-level control and configuration, refer to:
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**Adobe Digital Signatures Guide** (PDF link available on Adobe's site)
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---
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## 🖊️ Create the Appearance of a Certificate-Based Signature
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You can customize the **visual look** of your certificate-based signature in Acrobat’s **Signature Preferences**. This allows you to include:
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- An image of your handwritten signature
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- A company logo
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- A photo or stamp
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- Additional signer information (reason, contact, etc.)
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You can also create **multiple signature styles** for different purposes.
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![Signature formats example](../docs/images/acrobat_signature_formats.png)
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### ✨ How to Create a Custom Appearance
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1. *(Optional)* Scan your **handwritten signature** and save it as an image (e.g. PNG or JPG).
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2. Open the PDF and **right-click** on the signature field →
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```Select `Sign Document` or `Certify with Visible Signature` ```
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3. In the Sign dialog box, find the **Appearance** drop-down menu and select:
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```Create New Appearance```
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4. In the **Configure Signature Appearance** dialog:
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- Type a **short, descriptive name** for this appearance (e.g. "Tigran Handwritten Logo").
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### 🖼️ Configure Graphic
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Choose how the graphic appears in the signature box:
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| Option | Description |
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|------------------|------------------------------------------------------------------------------|
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| **No Graphic** | Displays only text fields and the default icon |
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| **Imported Graphic** | Shows your custom image (handwritten signature, logo, etc.) |
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| **Name** | Displays only the icon and your name (from the certificate) |
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If using **Imported Graphic**:
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- Select `File``Browse` → choose your image file
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### 📝 Configure Text
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You can choose which text fields will appear:
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- **Name, Organization, Country** (from your `.p12` / certificate)
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- **Reason for signing**
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- **Location**
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- **Contact information**
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These fields can help **verify the authenticity** and purpose of the signature.
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### 🧩 Text Properties
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In the same dialog box, you can also:
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- Set **text direction** (LTR or RTL)
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- Choose **digit format**
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- Adjust layout
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If the dialog includes **Additional Signature Information**, fill in:
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- Reason
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- Location
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- Contact info
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> These options are only available if previously enabled in:
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>
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> ```Preferences → Signatures → Creation & Appearance → More...```
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### 📎 Access Preferences Anytime
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You can also create or edit signature appearances via the menu:
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- On **Windows**:
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```Hamburger menu (☰) → Preferences → Signatures```
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- On **macOS**:
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```Acrobat → Preferences → Signatures```
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Then go to:
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```Creation & Appearance → More...```
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---
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## 🔐 PKCS#12 Modules and Tokens
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You can manage **multiple digital IDs** for different signing roles or purposes — for example:
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- Signing as an individual
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- Signing on behalf of a company
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- Using different methods (e.g. visible vs invisible certification)
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Digital IDs are typically **password-protected** and can be stored in various locations:
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| Storage Type | Description |
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|-------------------------|-------------------------------------------------------|
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| **PKCS#12 file (.p12)** | Local file on your computer (default for this toolkit) |
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| **Smart card / token** | External hardware (e.g. USB-based identity devices) |
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| **Windows certificate store** | System-level certificate manager (Windows only) |
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| **Roaming ID** | Hosted on a server — used in enterprise environments |
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🛠 Adobe Acrobat includes a **default signature handler** that supports IDs from all of the above.
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📌 To use a certificate, make sure it's **registered** and visible inside Acrobat (via Preferences → Signatures → Identities).
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---
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## 🕒 Add a Timestamp to Certificate-Based Signatures
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You can include a **timestamp** in your certificate-based signature, showing **exactly when** the document was signed. Timestamps help:
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- Prove when the signature was created
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- Reduce risk of invalidation due to expired certificates
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- Assist in long-term validation
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### 🕹 Where the Timestamp Comes From:
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| Source | Behavior |
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|---------------------------|--------------------------------------------------------------------------|
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| **Trusted Timestamp Authority (TSA)** | Preferred — secure and verifiable via a third-party certificate |
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| **Local system time** | Used if no TSA is configured — may be unreliable for legal verification |
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🖊️ The timestamp appears:
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- In the **signature field** itself
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- In the **Signature Properties** dialog, under the **Date/Time** tab
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---
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### 📝 Notes:
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- You can configure Acrobat to use a TSA (Preferences → Signatures → Timestamping).
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- If no timestamp server is set, Acrobat will use your computer’s local time.
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- **Missed it?** You can **add a timestamp later** to a signature
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→ See: *Establish long-term signature validation*
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