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Everything You Need to Know to Use Your Personal Digital Certificate at the Health Science Center Word When properly used, personal digital certificates allow the user to be definitively identified as the sender of an e-mail, as the final authority on a word processing document or spreadsheet, or as the signer of a PDF (Portable Document Format) file. This non-repudiation, especially for PDF files, is frequently used as a suitable substitute for a hand-written signature. In fact, digitally signing PDF files is the preferred format for distribution of certain documents at the Health Science Center. The following topics are available: Installing your certificate in your browser (go here first!) Using your certificate with your Outlook 2010 e-mail Using your certificate with Adobe Reader XI Using your certificate with Microsoft Word 2010 Using your certificate with Microsoft Excel 2010 In the instructions, names found on windows, panes on windows, or buttons will be presented in Arial bold italics. This will help you navigate and give you something to look for on the screen. Images of screens in this document may vary slightly from your computer, but are representative of the product versions most common at the Health Science Center.

Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

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Page 1: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

Everything You Need to Know to Use Your Personal Digital Certificate at the

Health Science Center

Word

When properly used, personal digital certificates allow the user to be definitively identified as the sender of an e-mail, as the final authority on a word processing document or spreadsheet, or as the signer of a PDF (Portable Document Format) file. This non-repudiation, especially for PDF files, is frequently used as a suitable substitute for a hand-written signature. In fact, digitally signing PDF files is the preferred format for distribution of certain documents at the Health Science Center. The following topics are available: Installing your certificate in your browser (go here first!)

Using your certificate with your Outlook 2010 e-mail

Using your certificate with Adobe Reader XI

Using your certificate with Microsoft Word 2010

Using your certificate with Microsoft Excel 2010

In the instructions, names found on windows, panes on windows, or buttons will be presented in Arial bold italics. This will help you navigate and give you something to look for on the screen. Images of screens in this document may vary slightly from your computer, but are representative of the product versions most common at the Health Science Center.

Page 2: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

Using your digital signature with Microsoft Office 2010

Microsoft Office and Microsoft Internet Explorer are tightly integrated, and your digital signature must be imported into Internet Explorer before it can be used in Microsoft Office products. If it is not already installed in Internet Explorer, follow the instructions for installing your certificate in the Internet Explorer portion of “Install your digital certificate in your browser.”.

Once you've properly imported your digital signature into Internet Explorer, you can use it to finalize documents in Microsoft Word and Excel, preventing others from making unauthorized changes. You also have the opportunity to place signature blocks in Word documents and Excel spreadsheets. You can use a signature block as a visible indication of a finalized document or spreadsheet, or you can place multiple signature blocks to get electronic signatures from others.

Page 3: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

Microso Finalizin When allsigning itsignature 1. Make

left-h

2. Unde

ft Word

ng a Word d

l changes hat with a digit

e. Finalize a

e all desired hand corner o

er the “File”

document

ve been incotal certificat

a Word docum

changes to tof the docum

tab, click th

orporated intte. Thereaftement using t

the documenment.

he “Info” bu

to a documener, any changthe following

nt and save it

utton.

nt, it can be ges to the dog steps.

t, then click

marked as focument wil

the “File” t

finalized by l invalidate t

tab in the upp

the

per-

Page 4: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

3. In the

4. In the

5. This

Word

e “Permiss

e pulldown m

window wild are used. C

sions” pane

menu, click “

l appear eachClick “OK”.

, click the do

“Add a Dig

h time the di

own triangle

gital Signa

igital certific

e in the “Pro

ture”.

cate/signatur

otect Docu

re services in

ument” butto

n Microsoft

on.

Page 5: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

6. In the

sign

7. Make

If not, cli

e “Sign” wining this do

e sure your n

ick the “Cha

indow, put a ocument:”

name is show

ange” butto

brief reasontext box.

wn next to “S

on.

n for signing

Signing as

g the docume

s:”. If it is, g

ent in the “P

go to Step 9.

Purpose for

.

r

Page 6: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

8. In the

9. Your

e “Window

r name shoul

ws Security

ld now show

y” window, c

w next to “Si

click on your

igning as:”

r name and c

”. Press the

click the “O

“Sign” butt

K” button.

ton.

Page 7: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

10. The o

for Pperm

11. Depe

slidinsigne

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ending on theng bar. The ed. This win

Signature Cal certificate

stem will con to Use a Knd click the “

e speed of yowindow wil

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Confirmatio. Click the “

nfirm your cKey” windo“OK” button

our computel close automot appear for

on” window“OK” button

choice to sigow appears, cn.

er, you may smatically whr faster comp

w will appearn.

gn the documclick the rad

see a “Signhen the docuputers.

r. Your docu

ment. When dio button ne

nature” windument has be

ument is fina

the “Requeext to “Gran

dow with a een successfu

alized with y

est nt

ully

your

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13. The d

signe

14. When

“Mar

15. On th

docum

16. Click

docum

display in theed and marke

n a user openrked as Fin

he status bar ment has bee

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e “Info” paned as final. T

ns the signednal”.

at the bottomen digitally s

ed ribbon wi. It will show

ne under the The docume

d document,

m of the docsigned.

ill open the “w the name

“File” tab went can now b

a yellow ba

cument, a red

“Signatureassociated w

will now shobe closed.

ar will appea

d ribbon wil

es” pane on with the digit

ow the docum

ar showing it

ll appear ind

the right sidtal certificat

ment has bee

t has been

dicating the

de of the te.

en

Page 9: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

17. The n

click

18. The “

docum

name can be“Signature

“Signaturement, click t

clicked on ae Details…

e Details” wthe “View…

and a down t…” from the d

window will …” button.

triangle willdropdown m

open. To ge

l appear. Climenu.

et more infor

ick the down

rmation on t

n triangle an

the signer of

nd

f the

Page 10: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

19. The “

certiffinish

Finalizin When allwith a sigdocumen 20. Make

desirecan b

“Certificateficate. This hed, click the

ng a Word d

l changes hagnature blocnt will invali

e all desired ed location f

be moved to

e” window winformation e “OK” butt

document wi

ve been incock by signingdate the sign

changes to tfor the signaits final loca

will open, allcan be used

ton.

ith a visible s

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the documenature block anation after it

lowing detaid to verify th

signature

to a documengital certifice a signature

nt and save itnd click the has been pla

iled examinahe authenticit

nt, it can be cate. Thereae block using

t. Place the left mouse b

aced.

ation of the dty of the cert

visibly markafter, any chag the follow

mouse poinbutton; the s

digital tificate. Wh

ked as finalianges to the ing steps.

nter in the gesignature blo

hen

ized

neral ock

Page 11: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

21. Click

22. In the

23. In the

24. This

Word

k the “Inser

e “Text” pan

e pulldown m

window wild are used. C

t” tab in the

ne, click the

menu, click “

l appear eachClick “OK”.

upper-left-h

down triang

“Microsoft

h time the di

hand corner o

gle next to “S

t Office Sig

igital certific

of the docum

Signature

gnature Lin

cate/signatur

ment.

Line”.

ne…”.

re services inn Microsoft

Page 12: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

25. Fill o

appeabutto

26. An un

You can be saved Regardle

out the sectioar below then.

nsigned sign

now sign thand sent to

ess of who si

ons shown in signature lin

nature block

e document.that person.

igns the docu

n the “Signane in the sig

will appear

. If the inten The docum

ument, the p

ature Setupgnature block

with the info

nded signer iment is not fin

process is the

p” window. k. When fin

formation fro

is someone enalized until

e same.

This informnished, click

om the previ

else, the docl it has been

mation will the “OK”

ious step.

cument can nsigned.

now

Page 13: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

27. RIGH

butto

28. This

Word

HT-click in tn.

window wild are used. C

the signature

l appear eachClick “OK”.

e block and a

h time the di

a pulldown m

igital certific

menu will ap

cate/signatur

ppear. Click

re services in

k the “Sign…

n Microsoft

…”

Page 14: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

29. In the

woul

30. Make

e “Sign” wid like it to ap

e sure your n

indow, click ppear on the

name is show

in the text be signature li

wn next to “S

box next to thine.

Signing as

he large “X”

s:”. If it is, g

” and type yo

go to Step 32

our name as

2.

you

Page 15: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

If not, cli

31. In the

ick the “Cha

e “Window

ange” butto

ws Security

on.

y” window, cclick on yourr name and c

click the “OK” button.

Page 16: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

32. Your

33. After

wind

34. The d

show

r name shoul

r the digital sow will appe

document hawn, including

ld now show

signature is aear. Click th

as been finalg the date the

w next to “Si

associated whe “OK” but

ized and thee document w

igning as:”

with the docutton.

e informationwas digitally

”. Press the

ument, the “S

n for the appy signed.

“Sign” butt

Signature

propriate dig

ton.

Confirmati

ital certifica

tion”

ate is

Page 17: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

35. Imag

of onclick

36. In the

Click

ges may be une’s written s

“Select Im

e “Select Sk the name o

sed in the sisignature. W

mage…”.

Signature Imf the image

gnature blocWhen the “Si

mage” windand click the

ck instead ofign” window

dow, navigate “Open” bu

f typing a naw opens (as

ate to the locautton.

ame, such as seen beginn

ation of the

a scanned cning in Step 2

desired imag

copy 29),

ge.

Page 18: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

37. An ex

ensur

38. As w

finalibutto

39. The d

show

xample of horing all other

with the typedized documen.

document hawn, including

ow the signar information

d name in thent. When th

as been finalg the date the

ature will disn is correct.

e signature bhe “Signatu

ized and thee document w

splay will ap

block, the diure Confirm

e informationwas digitally

ppear. Click

igital certificmation” win

n for the appy signed.

k the “Sign”

cate will be andow opens

propriate dig

” button after

attached to th, click the “O

ital certifica

r

he OK”

ate is

Page 19: Everything You Need to Know to Use Your Personal Digital Certificate at …ims.uthscsa.edu/information_security/documents/Personal... · 2015-04-27 · Everything You Need to Know

40. A Wo

signathe de

41. The d

and thopenewill bSign

ord documenature blocks. esired numb

document is he documened, the yellobe displayednatures…”

nt can also g After the fi

ber of blocks

considered fnt can be forwow bar will shd if any addit

button will m

gather multipirst signature has been pl

finalized aftewarded to thhow the doctional certificmove to the

ple signaturee block is insaced.

er the first chose who alsocument has bcates/signatulocation of a

es by insertinserted, repea

ertificate/sigo need to sig

been finalizeures are requany unsigned

ng the appropat Steps 21 th

gnature has bgn it. When ed. An addituired; clickind signature b

priate numbhrough 26 u

been insertedthe docume

tional yellowng the “Viewblocks.

er of until

d, ent is w bar w