Skill Level Beginner
- [Jim] Any time you open a PDF file here in Bluebeam Revu that contains a digital signature you'll see a dialog box that looks like this one. It says the file you're opening contains digital signatures. Would you like to open the Signatures Tab to view the status of those signatures? Clicking on Yes opens up the Signature Tab or panel, and tells you who the document's been signed by and shows you this symbol, or this icon, which means it's a valid signature, and you can see that here in the document. In this week's episode of Bluebeam Tips and Tricks, I'm going to talk about what a valid signature means, and how to work with the different comments and status notations that you'll see over here in the digital signatures panel. Before I jump into that though, I want to show you one more thing by looking at a different example of that same submittal document that also looks like it's been signed, but you'll notice that when I click on this one, I don't see anything over here in the Signatures panel. And what that should tell you is that what you're seeing here is not a true digital signature. It's an electronic signature, it's a, probably an image file of somebody's autograph, that they've pasted into the document, and it may still be a valid legal signature but it's not a digital signature. If you don't understand the difference, take a look at another episode of Bluebeam Tips and Tricks where I talk about the concepts of digital IDs and digital signatures versus electronic image signatures. For now let's concentrate on our digital signatures, let's close this out, go back to our digitally signed document. And as I said you see this green icon with a checkmark next to it, clicking the plus symbol expands that dialog a little bit. It tells us this signature is valid, tells us when it was signed, why it was signed, and again, concentrate for a minute on this icon. This icon will change colors and shapes depending on the status of the signature. I'm going to show you a list of the different properties that this icon can take on, by clicking on this tab here that I have opened in Bluebeam. I just have a Help tab opened. I searched for validate signature on Bluebeam's help site, and now I'm going to view this article called Validating a Digitally Signed Document. And it's going to show me a list of what that icon or symbol can look like. This is the one we just looked at, it's green with a checkmark next to it. It means the signer's identity is trusted, document's not been changed, this is a valid signature. There's another symbol that's also green it says the signature's valid but the document's been updated since being signed. And then there's this red status that says the signature is invalid because the document's been altered since being signed. There's just a little bit of difference between updated and altered, and basically what that is, is that updated means that maybe another signature has been added, or maybe somebody's applied a markup to the PDF document versus this one where the signature is invalid, that means that the underlying PDF content has been changed or altered since being signed. I'll show you examples of both in just a minute. Any time the icon is yellow it just means that the signature needs to be validated, it hasn't been validated yet for some reason, and I'll show you how to quickly take care of that. Let's jump back to our examples. Let's go to this one where again we have the green icon, and a checkmark next to it, our signature is valid, I'll show you what it means to update this document, but still have the signature be valid. Again that happens typically when somebody applies a markup. So I'm going to show you an example of using my approved stamp, putting it down here, and you'll see the second that I did that the status of my signature changed to yellow. If I click on that it says the signature's not yet verified. Any time you see that, you're just going to come up here, and click on validate the signature. So when I did that I have a new icon, it's green and the signature's valid, but it does say the document's been updated. Well we know it's been updated, we added this approved stamp to it. What I think is really cool about digital signatures, and the way they're handled in Bluebeam, is I also have this link that says Click to view this version, or click to view the old version. So I can do that, let's zoom out, and you see here I can view what this document looked like before it was updated. Okay I think that's a pretty cool feature of digital signatures. Now let's take a look at invalidating a signature. Let's go to this other example, which is again is currently a valid signature. And instead of adding a markup this time I'm going to click on Edit, PDF Content, I'm going to edit some text. So let's just get rid of some text here in the underlying PDF document. I just deleted some text and you'll see as soon as I did that my status changed to not yet verified. Now I'm going to tell you that when you validate signatures it's a good idea to come up here, and click on Save before you do that. Saving tells Bluebeam to go ahead and validate the document, it did that automatically. But I'm going to tell you that sometimes Bluebeam is really finicky and if you try and validate the document when you know changes have been made but the document hasn't been saved, sometimes it doesn't return the right status. So save the document, then validate the signature, you'll see as soon as I did that, the icon changed red, the signature is now invalid, because we actually altered the document, we changed text in the underlying PDF. That's how you use this digital signature panel and again, it's what makes digital signatures really useful as we move into this paperless environment, in this paperless world, because not only can I validate the signature, but I can make sure that the document hasn't been changed since it was signed.