ViewSign Desktop Advanced Guide Tabs: Difference between revisions

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==Graphometric Signature Tab==
==Graphometric Signature Tab==
[[File:ViewSign_Desktop_Advanced_Graphometric_Signature.png|border|500px]]
<div class="res-img">[[File:ViewSign_Desktop_Advanced_Graphometric_Signature.png|border|900px]]</div>


In this tab, you can perform all the operations regarding graphometric signature. You can create signature areas, signature fields, apply templates and start signing flows.
In this tab, you can perform all the operations regarding graphometric signature. You can create signature areas, signature fields, apply templates and start signing flows.

Revision as of 09:40, 21 August 2020

Tabbed Menu

All of ViewSign Desktop's software features are accessible through the menu items organized into tabs and groups. The style of the entire user interface is inspired by the style of Microsoft Office applications. To enable the different cards you have to create a file, import at least a document and jump to it. The various buttons are active or not in accordance with certain conditions. The details of various boards and the accompanying buttons is shown in the sections below

Each tab contains the controls or buttons groups, each group contains one or more controls. Overall, the menu structure is as follows:

HOME EDIT GRAPHOMETRIC SIGNATURE DIGITAL SIGNATURE UTILITY BOOKMARKS
  • Dossier
  • Save
  • Document
  • Slideshow
  • Compile
  • Document
  • Objects
  • Rotate the Document
  • Select
  • Creation
  • Manage
  • Inserting
  • Digital Signature Options
  • Utilities
  • User's Guide

Home Tab

Edit Tab

Graphometric Signature Tab

In this tab, you can perform all the operations regarding graphometric signature. You can create signature areas, signature fields, apply templates and start signing flows.

Item Description Status Rules
Add Signature Area Initiates an orange rectangle, which is placed into the document with a single mouse-click. Place this rectangle in every location that you want to have an active area for adding a signature. It creates a signature field and you can apply a graphometric signing in this area. You can continue to affix signature fields in the document, from page to page with the mouse scroll. you must click on the button "Select" or press the "Esc" key on your keyboard to end the state of adding signature areas.  
Expand Signature Area Increase the size, in a progressive manner, of the painted area around the cursor. Expand the area by dragging a corner of the rectangle.  
Reduce Signature Area Decreases the size, in a progressive manner, of the painted area around the cursor. Decrease the area by dragging a corner of the rectangle.  
Create Template Load from file, with extension fct, a previously saved signature template. Eliminates signature areas present and loads the settings saved in the template. If the document contains signature fields, the template signature areas are appended to existing fields.  
Create Pattern Allows you to create signature areas according to the search pattern specified in the options in the current document. The search patterns are strings of text that represent the key words to search within the document. A signature is created around the identified words whenever ViewSign Desktop finds a string that starts with or contains the chosen pattern.  
Create Tag Signature Create signature area around the word # # signature as specified in the section "Setting Pattern".  
Select  Select an area of signature or the signature field in the document.  
Previous Signature  View previous signature field if it exists.  
Next Signature  Display the next signature field if it exists.  
Hello Template  Opens a window that allows the user to choose template files with fct extension, and save the template to the current signature. The file will contain all signing areas positioned within the document as defined in the template.  
Convert into Signature Field  Transform the area selected into a signature field.  
Remove Signature  Removes the selected signature area / field.  
Immediate Signature  Creates a signing area and Graphometric signing procedure in the location on the document indicated by the cursor and the mouse click. The signature can also be applied on all pages of the document in the same location of the first signature. To do this you simply choose the menu item ‘Signature on all pages’.  
Single Signature  Allows you to affix a graphometric signature with the click of the mouse, in a new signature field indicated by the cursor location.  
Signature Full Flow  Starts a graphometric signing procedure all fields / signature areas in the current document.  

Digital Signature

This tab provides tools with functionality to digitally sign a PDF file. The digital signature is PAdES format. The digital signature settings can be customized from the options. In File > Options > Digital Signature, and File > Options > Logo pdf.

Note: Disabled for North American Installations
Item Description Status Rules
Sign Starts the digital signature process the document. If a smart card or micro SD is present with the logo for the digital signature this logo appears in the document by default. The digital signature can also be invisible. You must specify the option "Do not show the signature logo in pdf documents." Always available.
Signature Timestamp Perform the steps above and also affixes a time stamp according to the parameters specified in the options. Always available.
Counter Sign Performs a countersignature on the current document. The countersignature or "Signature matriosca" indicates that each signature added to the document and pertains to the previous signatures CAdES format. Look for more information at: https://www.agid.gov.it/sites/default/files/repository_files/linee_guida/firme_multiple.pdf You can countersign a document only if you have previously signed.
Timestamp Append a time stamp in the current document. It connects to the TSA service indicated in the options according to the configured account. The time stamp inherits the logo and the additional test settings of the digital signature. Always available.

Utility

This tab allows you to access other functions not directly related to the digital signature and/or Graphometric workflows and processes. These additional settings are configured for use of proprietary Namirial SPA signature services.

Registration and License graphometric signature: To affix a graphometric signature and request a license for a signature that must have a certificate issued by Namirial SPA.. The user license is nominal and valid for a single PC. So it's required at the initial installation and eventually moved to another machine if necessary. All functions related to licensing are accessible via the "Register" button.

Item Description Status Rules
Registration Starts a Wizard that allows you to do the following: Apply for a license for the graphometric signature, check the status of an existing license in the device, view the details of an existing license, recover a license. Always available.
Check for Updates Start the function ‘Namirial Upgrade’, which researches and notifies the user of updates to be downloaded and starts the installation. The installation of a new version will require the closure of ViewSign Desktop . Always available.
Install Medium Certificate Install in the PC into a medium signing certificate from Namirial SPA. Always available.
Remove Medium Certificate Allows you to choose and remove medium installed certificates from the computer. Always available.
Change/Unblock PIN Allows you to: Unlock the smart card / micro SD pin, change the current pin with a new one specified by the user. Always available.
Set Digital Signature Logo Allows you to customize the logo to be used for digital signature and time stamp. Only available when using a smart card or micro SD as a digital signature device.
Enable Signature Device It allows you to perform the first activation of the device for digital signatures: Smart card or micro SD. Always available.

Bookmarks

The Bookmarks tab is a default tab that is empty because the user can add all of the available buttons based on preference. This is to speed up and simplify the use of the software and create a better user experience by creating a selection of workflow shortcuts to features that are frequently used.

Example: If in a given workflow, a hypothetical User must always do the same tasks: Customer recognition through identification, Advanced Electronic signature, tab completion, and finally digital signature. The User can personalize the Bookmarks and add in the order most appropriate ViewSign Desktop buttons to match process to the workflow above in order to improve productivity and user experience. User would add the Capture from scanner button, then add FEA (Advanced Electronic signature), fill pdf, complete flow signature.

To customize the Bookmarks tab just choose: File > Bookmarks.

On the left side of the window are shown all the available buttons. Selecting one, you can add it to the right column. Selecting an item from the right column you can remove, or reorder. The order is from left to right.

The right column contains all the buttons that are added in the Bookmarks tab. In the tab you can create groups. As seen in the example groups were created according to the hypothetical flow described above.