Ready to watch this entire course?
Become a member and get unlimited access to the entire skills library of over 4,900 courses, including more Business and personalized recommendations.Start Your Free Trial Now
- View Offline
- Designing forms in multiple applications
- Creating and editing fields
- Using auto-recognition
- Adding buttons and check boxes
- Creating and adding artwork
- Performing math in a form
- Creating an order form
- Securing forms with passwords and digital signatures
- Distributing forms via email or Acrobat.com
Skill Level Intermediate
This form requires two signatures, one from the employee asking for time off and one from the supervisor hopefully approving that time off. So, in this exercise I'm going to be two different people. Right now I'm Betsy asking for time off. When Betsy goes to sign this, she doesn't already have a Digital ID. So, we'll create one now. I have the choice of something from the Windows Certificate Store or Acrobat's built-in function, and I'm going to use Acrobat's built-in function, which is selected by default. So I have to enter my information.
Betsy works in the accounting department and she works for Two Trees Olive Oil. Let's put in Betsy's Email Address and I could choose some other option for the Algorithm, if I want to get a little more paranoid so forth and so on. I'm just going to use the defaults and click Next. I recommend that you save your Digital ID someplace you can find it. I'm just going to put it on the Desktop for now and Save. I need a Password. So, Betsy likes cats, so her password is catlady2012.
You have to Confirm it, so that if you make a mistake either time, of course you're going to get an alert. So, as I Finish I could go ahead and sign. But when you think signature, you tend to think a handwritten signature. This is what a digital signature looks like by default, but if you want to incorporate your signature, you can, you just have to write it on a piece of paper, scan it, save it as a PDF. So here where it says Appearance, I have the opportunity to create a new appearance. I'm going to call this BJC written, and I'm going to Imported graphic.
So, here where it says Configure Graphic, I'm going to choose Imported graphic and I'm going to go hunting for that file. I've already navigated to it, and there it is, Betsy Carruther's written and scanned signature. When I click OK, you can see now that it's incorporated into the appearance of the signature. You can choose which little bits of text show up. I don't think I need a reason. So, you notice now there's less text. The Logo is the Acrobat logo. I like to leave that in there, and then I'm going to click OK. Now, I have an appearance for this signature, I want to go ahead and sign it.
So, I'm going to enter Betsy's password, catlady2012 and click Sign. Notice that it asks me to save it. It wants to differentiate it from the original file, because we're sort of proving something; we're proving that this has been saved and signed. So, I'll just call this bjc_signed and click Save. As I switch to Bob, you have to keep in mind I'm doing this all on one computer. In the real world it would go from Betsy's computer to Bob, and then Bob would sign in. Bob would already have his ID in place, but since we're doing this all on one computer, I'll cheat a little bit. So, now I'm Bob.
I don't have my Digital ID here yet though, so I need to import it. So, here's how you import a Digital ID, which could be handy if you switch computers or you need to have your ID both on your desktop and a laptop computer. So, when I go to Tools, I choose Sign & Certify, More Sign & Certify, Security Settings, and then click Add ID, and I already have one, so I go hunting for it. When I click Next, I have to Browse, and there it is RobertJSmithVI.
I need to know the password, but since I'm Robert, of course, I know the password is racefan2012. When I click Next, it says it's going to be added to my list of Digital IDs and there we go. Now, as Bob on this computer, I'm ready to sign. So, when I click Supervisor Signature, it's going to assign it, but let me take a look at this. Betsy need some more time off, so I'm going give her a little extra. I'm going to let her have all the way to the 17th. Bob is a good supervisor. Now, when I click and sign, and I choose my RobertJSmith ID, and I have to have my racefan2012, and again, doing this all on one computer, this isn't how it would be for you.
I have to make sure that I'm using just the Standard Text; we don't want Robert signing as Betsy. So, when I click Sign, again, it asks me to name it. So, I'm going to append Robert's initials to this. So, now it's been signed both by Betsy and by Robert. Here's an interesting thing. You see this blue bar across the top that says all signatures are valid? But there's something going on here. Remember, I changed the date, the end date for Betsy's vacation. So, when I examine the signatures, both are valid. When I click the plus by Betsy's signature though, notice it says There have been subsequent changes to the document.
Click to view this version. So, when Betsy signed it, it ended on the 15th. When I close that little provisional view and I go back and I look at Bob's version it goes to the 17th. So, this is sort of interesting, you can sort of see all the versions of the document. So, think how this might be handy if you're having people marked stuff up or changed some of the content to the extent that you can in Acrobat, you might want to have them signed at each step of the process, so that you can always roll back and see what the earlier version looked like.
Just a thought, but now look, Betsy's is going to get some time off.