Automation Action: Sign PDF Document

Adds a digital signature to a PDF document.

Select a Sign PDF Document - this can be any local PDF file or a %variable% replacement. You can specify multiple documents if required, separated by commas (any file paths that contain commas must be enclosed in quotes).

Enable the Include Incoming Attachments option to sign attached documents matching the Matching Mask. Enter *.* to sign all PDF attachments.

You must then select a Certificate. This can be either an existing certificate stored in the Windows Certificate Store (specify the Common Name - ThinkAutomation will search for a certificate matching the Common name.) or a PFX file (you must also specify the PFX Password).

Optionally specify a Timestamp URL (eg: http://timestamp.digicert.com) if you want the signature to include a timestamp.

Signature Box

Enable the Show Signature Box option to add a visual signature box to the PDF. If this option is disabled then the PDF will still be digitally signed, but will have no visual signature box.

The signature box can be added to the first or last page. Select from the Add To Page list. It will be positioned on the page using the Placement (eg: top/left, or bottom/middle).

You can optionally add an Image (for example, a green tick mark) and set the Image Placement & Image Opacity.

You can specify up to 3 lines of text to add to the signature box. The text can contain %variable% replacements.

Saving Signed Documents

Signed PDF documents by default will have the same name as the original. You can rename the signed PDF document by entering the new filename in the Rename Signed Files To entry. Use the field replacement %filename% to include the original file.

Specify the folder to save the signed documents to in the Save To Path entry.

You can assign the full path & file name to a ThinkAutomation variable to use on subsequent actions (for example, if you wanted to attach the document to an outgoing message). Select from the Assign Filename(s) To list. Multiple documents will be separated by commas. You can use this variable on the attachments entry of outgoing emails if you wanted to send the signed documents via email.

If Delete File After Message Is Processed is enabled then ThinkAutomation will remove the file when the Automation completes for the current message. This is useful if you wish to use the document in the Automation (for example, to send the document as an attachment with the Send Email action), but do not need to keep a local copy afterwards.