Knowledgebase

You will first need to create the certificate and the image you would like to use (and if sharing, ensure the image is in a shared network location).

1. Open a new document and use the Sign Document tool under the Protect Tab.

• Choose “Use Certificate from file”

2. Click Create Certificate:

3. Fill in the fields as desired, (If you will be sharing the certificate be sure to select “New PKCS#12 Digital ID File”). 
If this is to be a personal certificate for use on one device, use the Windows Certificate Store option instead. 

4. Once you have set a password, click okay, you will then be prompted to save the file to a location.

• If sharing the signature, ensure you save this to a network location that is accessible to all users who will be using it.

5. Select Manage:

6. Select the template you would like to share, and click Edit:

7. Choose Custom Icon, or background logo (If sharing these should also be available on the shared network location):

8. Deselect all aspects of the certificate you do not want displayed:

At this point, you should have a certificate with an image ready to use for signing, possibly in a shared location.

(Note that this ONLY shares the appearance customizations from the signature panel. The Certificates themselves are not shared in this way. You must store your certificate files in a location accessible to others who will be making use of them, manually.)

1. Open the File tab and choose Manage Settings > Export Settings:

2. Select Digital Signature Appearance Templates and Deselect all other options:

3. Save the settings Export to an easily accessible location with a user friendly name:

4. Distribute this file to your users, and have them Import this file into their PDF-XChange Editor or Editor Plus application in order to finalize the sharing process.