5. Working with eSignatureOffice
Working with eSignatureOffice
- 1 Guide through the user interface
- 1.1 The toolbar
- 1.2 The sidebar
- 2 Loading a document
- 3 Saving a document
- 4 Viewing Mode
- 5 PDF Form Fill Mode
- 6 Sign Mode
- 6.2 Manual signing
- 6.3 Digital Stamp
- 6.4 Saving the signature
- 7 Signing with mobile devices
- 8 Automatic creation of signing fields: Working with signature-sets
- 9 Automating complex processes: Working with macros
- 10 Dynamic processing of document content
- 11 FTP settings
Guide through the user interface
The following picture shows an overview of the user interface of eSignatureOffice 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.
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.
Option | Explanation |
|---|---|
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; eSignatureOffice will jump to the top of the next document page |
Previous Page | Page backward; eSignatureOffice 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. |
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 pad | This 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. |
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.
Option | Explanation |
|---|---|
Documents | By 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. |
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 Preview | Show a small preview of each of the document's pages. |
Signatures | Show 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 set | Show 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. |
Loading a document
There are different ways to load a document in eSignatureOffice: