Implementing digital signatures with Document Output Management

To implement digital signatures to sign or seal documents using Document Output Management:

  1. Specify the configuration settings for digital signing
    1. In the Digital Signing Configuration (ttaad2655m000) session, specify the parameters that define where keys can be found. If you do not use trusted lists, also specify the path for the trusted certificate store.
    2. If you use trusted lists, add these in the Trusted Lists (ttaad2557m000) session. Then, to refresh the trust store, run the Refresh Trusted Lists (ttaad2257m000) session. We recommend that you add this session to a job, so that the trust store is frequently updated.
    3. If a trusted timestamp is required, add an entry in the Timestamp Providers (ttaad2558m000) session.
    4. In the Keys by User (ttaad2556m000) session, add an entry for each user that must sign a document. This step is not required if documents only require seals instead of signatures.
    5. In the Seals (ttaad2559m000) session, add an entry for each signing key that can be used to seal documents. This step is not required if documents only require signatures instead of seals.
  2. Specify the Document Output Management options for digital signing
    1. In the Report Rules (ttrpi2520m000) session, set the signing options on the documents that require a signature. If the Distribute as field is set to Addendum, and the Separate File check box is cleared, then signing options are not applicable. The addendum is merged into the report that is distributed as main document and that report can be signed.
    2. In the Document Types (ttrpi2510m000) session, define whether the document must be signed in person, or sealed. If a document must be signed, you can allow signing of multiple documents in one action.
    3. In the Allowed Signers (ttrpi2518m000) session, define which users are allowed to sign documents for this document type. This step is not required if the document type requires seals instead of signatures.
    4. In the Seals (ttrpi2519m000) session, define which key should be used to seal the document.
  3. Print and sign documents
    1. Print the report that should be signed to the Document Output Management device. If a document requires a signature, then, after rendering, the status becomes Ready for Signing.
    2. In the Documents (ttrpi3510m000) session, complete these steps:
      1. Select a document that has status Ready for Signing.
      2. To start signing, on the appropriate menu, select Sign Document.
      3. In the dialog box that is displayed, select the parts of the document you want to sign and specify your password. After signing, the status of the document changes to Signed and the document is distributed.

        If the document type allows signing only after viewing the document, the View Document (ttrpi3110s200) session is started instead of the dialog box. In the View Document (ttrpi3110s200) session, use the Sign command to sign the document.