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Working with eSignatureSuite

Table of Contents
minLevel2

 


Guide through the user interface

The following picture shows an overview of the user interface of eSignatureSuite in the design of the current version 5.x. You can adjust the design of the upper toolbar or generally the whole colour design in the administration menu under "Appearance & Design". Here, you will get a short overview over the different parts of the user interface, its buttons and then extended descriptions of the respective functions.

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With the help of the toolbar, you can directly access different functions, which either offer different ways to sign (coloured green here) or make reading more comfortable (blue) or allow working with your files (yellow). 


The toolbar

If all available buttons are activated, the following options are available (from left to right). You can also configure this toolbar in the administration tab Appearance & Design

OptionExplanation
View

The view mode, which offers varying options to read or just look at the document, for example zooming or changing shown pages

Fill Form

Here you can fill formular fields, which are included in your document (check boxes, text fields etc.), which you added in other applications to the document.

Sign

The signature mode or simpy sign mode, in which you can manually draw a signature rectangle at any position in the document in order to sign it.

Digital Stamp

With this option, you'll open a dialog to select a picture file, which you can use as your signature and add it to the document.

Zoom In

Enlargen the view of your document by zooming closer in.

Zoom Out

Reduce the size of your document by zooming out.

Fit to Width

Use the available window width to show the document as large as possible.

Fit to Screen

Resize the picture until the whole, currently shown page is visible on the computer screen.

Next Page

Page forward; eSignatureSuite will jump to the top of the next document page

Previous Page

Page backward; eSignatureSuite will jump to the most recent top of a page in your document. This also means, that if you are far down on a page, this button will jump to the top of the same page.

Open File

Open a file selection dialog to load a document. By default, only PDF files are shown here.

Save

Save the current document.

Save As

Save the current document with a new name or at another path.

Send E-Mail

Open a new window of the default email program, to which the currently loaded document is already added as file attachement.

Print

Open the print menu to print the currently loaded document.

Check

Open the document information window, in which you can get a lot of information, like if the document has been manipulated, how many signatures are included, when and with which signature pads they have been added.

Set sign padThis is a shortcut for your toolbar, which allows to directly change your signature device without having to go the longer routes over either the main menu oder the administration menu.

 

 



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The sidebar

If the respective preconditions are met, the sidebar offers the following (support) options. You can configure this sidebar in the administration tab Sidebar

OptionExplanation
DocumentsBy default, you can see a list of the most recently used documents here. However, you can also edit this to show your own choice of document and/or signature-sets. You can find an explanation on how to do this here. HIER LINK AKTUALISIEREN
Directory

Show the document's directory, if there is one included. Otherwise, this item is grayed out. You can use this directy to easily navigate the document by clicking the paragraphs and chapters. Please be aware, that a simple directory in text form within the document is not enough to be used as digitally usable directory!

Page PreviewShow a small preview of each of the document's pages.
SignaturesShow a list of all signatures, which have already been added to the loaded document. The list includes further details like the contact information of the signer, the time of signing (locally and the time server), different certificates proving the signature to be real etc.
Signature setShow all signature-set files in the current signature-set folder, if there is at least one available. You can also use this list to double-click any set to start it directly.

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  1. from the file system of the used computer or its local network (Open File)
  2. from a FTP server
  3. as start parameter

 



 

1. From the file system or a local network

 


If you have an already prepared PDF file, you can load it in eSignatureSuite by clicking on the "Open File"  icon in the toolbar or by using the appropriate button in the "File" menu.

2. Loading a file from a FTP server

If your PDF file is located on a FTP server, you can load it to eSignatureSuite by using the option "Open from FTP" in the "File" menu.

In the following FTP dialog, you're having the option to connect to a FTP server and directly download and open files from there.

Choose your FTP server connection from the drop down list "Server connection".

After succesfully connecting to the server, you can view its content and and open PDF files by left-clicking on them and choosing "Get".

How to configure a FTP connection will be described at the very end of this chapter in the section FTP settings.


4. Transfer via start parameter

If you're calling eSignatureSuite from another program (for example from a self-created application or batch file), you can pass the path and name of the desired PDF file as combined start parameter.

You can find more information about this topic here: Startparameter

 

 

 

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Saving a document

In order to save a document at its original location, please use the "Save" icon  or the matching menu item in the "File" menu.

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You can start the PDF Form Fill Mode by clicking the "Form Fill"  button in the tool bar. This button can only be activated, if there is already a PDF document loaded in eSignatureSuite. This mode allows to fill information into form fields, which you added for example with Adobe products (they can't be added in eSignatureSuite). You should do this before signing the document and afterwards you can save this additional data into the document.  


 

  • As you can see in the image, you can fill these PDF form fields in eSignatureSuite. This is true for radio buttons, check boxes, text fields and further possible fill-out support options, you might know from Adobe (and other) products
  • With the tab key on your keyboard, you can automatically jump to each available form field within your document and so can complete them one by one.
  • After saving the file, you can read the content of these form fields in other applications with a normal full-text search.
  • With the help of command parameters (via *.fff file) it's possible to have a pre-filled form fields upon loading the PDF document. However, these fields are still editable in eSignatureSuite. You can find further information about start parameters in the chapter Startparameter.

 

 

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Sign Mode

You can enter the sign mode via the "Sign"  button in the tool bar. This sign mode is the inner core of eSignatureSuite's functionality, in which you can digitally and safely sign your documents.

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  • With "OK", you're attesting, that you are content with your signature and that you want to add it to the signature now. Depending on your settings, you might still have to confirm one or two additional dialogs.
  • With "Repeat", everything in the current signing rectangle will be deleted, but not the rectangle itself. You can immediately sign at this position again.
  • "Cancel" stops the whole signing procedure and deletes the signing rectangle, including the signature, and sends you back to the manual signing mode, where you can draw a new rectangle, if you wish.
  • You can find a detailed step-by-step guide on how a complete manual signature procedure looks like here.  


Digital Stamp

By clicking the "Digital Stamp"  button, you have to possibility to add a picture to your document instead of a written signature. So, when the file selection window opens, choose your picture and by pressing "Open", it will be copied to the document. Afterwards, you still can adjust the picture's size and the exact position before you can finally add it to the document with the help of the previously explained "OK" button in the footer of eSignatureSuite.

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As an example, here a fictional Mustermann company stamp for signatures:

 


Saving the signature

After you have written your signature on the device and you don't add anything further, per default after 2 secons, the signature will be added to the document.

 


After all necessary signatures have been added, you can save the document.

 

 

 



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Signing with your mobile device

Since version 6.2 eSignatureSuite also offers the option to use your smartphone or tablet to sign your document instead of signing with a sign pad or a tablet PC.

You can find a detailed description and explanation of this topic in the chapter Signing with your mobile device (LINK AKTUALISIEREN)

 

 

 

mobile devices.



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Automatic creation of signing fields: Working with signature-sets

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You can find a detailed description and explanation of this topic in the chapter Automatic creation of signing fields: Working with signature-sets.

 

 

 



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Automating complex processes: Working with macros

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You can find a detailed description and explanation of this topic in the chapter Automating complex processes: Working with macros.
 



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Dynamic processing of document content

eSignatureSuite offers multiple possibilities to read the content of the loaded document and then use the found data to dynamically show custom dialogs, save with custom file names etc. without having to statically predefine this data for each user or each document. Each and every button with the magnifying glass icon leads to Dynamic processing of document content.

 

 

 



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FTP settings

Open the FTP dialog by using the "Open from FTP" item in the "File" menu.

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If this section has not been password protected by your IT/administrator, you'll have the possibility to edit files, create new connections and also define a default connection here. If a default connection has already been set up, eSignatureSuite will always try to connect to the given server when you're using "Open from FTP". If you don't know the needed FTP connection information, please contact your IT-department.