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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected] Digital Signatures with Bluebeam Revu and CoSign

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Page 1: Digital Signatures with Bluebeam Revu and CoSign - …€¦ · Digital Signatures with Bluebeam Revu and CoSign . 2 ... Revu, from Bluebeam Software, ... Bluebeam Revu User Guide

ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Digital Signatures with Bluebeam Revu and CoSign

Page 2: Digital Signatures with Bluebeam Revu and CoSign - …€¦ · Digital Signatures with Bluebeam Revu and CoSign . 2 ... Revu, from Bluebeam Software, ... Bluebeam Revu User Guide

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Contents

Introduction ................................................................................................................ 2

Supported File Types ......................................................................................................................... 2

Digitally Signing PDF files with CoSign .............................................................................................. 3

Configure CoSign Client ..................................................................................................................... 3

Signing a PDF file ......................................................................................................... 5

Verifying Signatures .................................................................................................. 10

Hover ................................................................................................................................................ 10

Context menu .................................................................................................................................. 10

Ribbon .............................................................................................................................................. 11

Displaying the Signer’s Digital Certificate .................................................................. 12

Resources .................................................................................................................. 13

Introduction

Revu, from Bluebeam Software, is a popular PDF editing, markup and collaboration application for all

industries. More information on Revu.

Revu natively works with CoSign to digitally sign and certify PDF files. It also supports verification of digital

signatures.

Supported File Types

Revu can be used to convert many different types of files to the PDF format and then sign them.

Supported file types include:

Word, PowerPoint

Drawing formats from AutoCAD and SolidWorks

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

3D PDF files can be created from Universal 3D, Industry Foundation Classes (IFC text) files, and

SolidWorks part and assembly (.sldprt and .sldasm) files.

A variety of image formats

Digitally Signing PDF files with CoSign

The following sections detail the steps needed to digitally sign files from Revu using CoSign.

Configure CoSign Client

First install the CoSign Client software on your Windows PC.

Configure it with a CoSign signing service: your organization’s CoSign Central server or CoSign Cloud.

Check your configuration by digitally signing a PDF document using CoSign OmniSign.

To sign with Revu, an additional configuration setting is needed:

1. From the CoSign configuration utility, select Client Configuration, then expand the Client settings,

then select Login dialog

2. Click Set login dialog parameters

3. Uncheck Permit known applications only—it should not be checked

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Please see the screenshot:

Page 5: Digital Signatures with Bluebeam Revu and CoSign - …€¦ · Digital Signatures with Bluebeam Revu and CoSign . 2 ... Revu, from Bluebeam Software, ... Bluebeam Revu User Guide

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Signing a PDF file

After launching Bluebeam Revu, open the PDF file you’d like to sign.

Select the document tab -- , this will change the second section of the ribbon and show the

Signatures icon:

Click Add Signature Field:

A signature field is added to the document. You can move and re-size the field, shown as a blue box:

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Sign the document by either clicking the signature field in the document or by clicking Sign Document

from the ribbon:

The Sign dialog will appear and enable you to select from your available Digital IDs:

Recommended: Click New in the Appearance section of the dialog to create a Signature Appearance. A

new dialog will open (below).

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Use the Signature Appearance dialog to add your graphic signature to the visible part of the digital

signature.

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

After creating the signature appearance to include the signer’s graphical signature, the signing dialog is

completed:

Click OK to digitally sign the document. A Save As dialog will open. You must save the document as a new

PDF when you sign it.

Once you have entered a file name and selected Save the document will be signed.

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

The signed document is now shown in Revu. The check mark shown with the signature indicates that the

signature verified properly.

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Verifying Signatures

Revu provides several methods to verify the digital signature or signatures in a PDF.

Hover

You can hover the mouse over a signature. Tooltip window will show the signature’s status:

Context menu

Right-click the mouse while it is over a digital signature. Choose Validate Signature from the context

menu:

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Ribbon

Choose Validate Signatures from the ribbon:

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Displaying the Signer’s Digital Certificate

To see a signer’s digital certificate, right mouse click the signature and select Properties from the context

menu:

The certificate will be displayed:

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ARX | 855 Folsom St. Suite 939, San Francisco, CA 94107 | Tel. (415) 839-8161 | www.arx.com | [email protected]

Resources

Bluebeam Revu User Guide

Bluebeam tutorial on digital signatures