Signing PDF files

  • 08/04/2024
  • 3 minutes to read

To add a level of security to your PDF files, it's possible to sign them using a purchased certificate. This ensures that the receiver of the PDF files can trust that the email attachments originate from the sender of the email.

With this feature, the purchased certificate is automatically used when a PDF file is generated and attached to an email.

This video is part of the course Get started using Document Output on Continia Learn.

Set up a PDF signature for an email template

To enable PDF signature for an email template, follow these steps:

  1. Choose the Search icon, enter Email Templates, and then choose the related link.
  2. Select the email template for which you want to enable PDF signature.
  3. In the action bar, select Template > Import certificate…digital signing PDF.
  4. Select the certificate file.

Note

The certificate type must be a PKCS#12 certificate (.PFX, .P12). Continia can't offer assistance with buying certificates. You need to go through a certificate provider.

  1. In the General FastTab, in the PDF Sign Password field, enter a password for the certificate file.
  2. In the General FastTab, in the PDF Sign Location field, enter a text. This field is only meant as a help for your own administrative purposes and can as such have any value, but it must have a value.
  3. In the General FastTab, in the PDF Sign Reason field, enter a text. This field is only meant as a help for your own administrative purposes and can as such have any value, but it must have a value.

PDF signature is now enabled for all the generated PDFs that are added to this specific email template.