Batch Sign & Seal

Batch Sign & Seal makes it possible to apply a digital signature or document certification across a batch of multiple files as well as apply a professional seal or the current date to those files.

Batch Sign & Seal is available in Complete only.

When running Batch Sign & Seal, you can date the documents in the batch, apply a seal to them, and digitally sign or certify them.

Documents that have been digitally signed can't be certified, and you can't apply additional digital signatures to documents that have been certified. However, certifying documents adds both a certification and a digital signature.
  1. Go to Batch > Sign & Seal.
  2. To use a previously saved batch of PDFs, select Load and select the desired file.
  3. Revu automatically adds active PDFs to the process. To add more PDFs, select Add and use one or more of the following methods:
    • Add Files: Adds individual files from a network or local drive. Selecting this option will cause the Open dialog to appear. Navigate to the appropriate location and select the desired files.
    • Add Open Files: Adds all files currently open in Revu.
    • Add Folder: Adds all files in a selected folder on a network or local drive, but not files contained in subfolders. Selecting this option will cause the Select Folder dialog to appear. Navigate to the desired folder and select it.
    • Add Folder (including subfolders): Adds all files in a selected folder on a network or local drive as well as all files within any of its subfolders. Selecting this option will cause the Select Folder dialog to appear. Navigate to the desired folder and select it.
  4. By default, any document in the Files list will be affected. To remove a document from the Files list, select it then select Remove.
  5. To specify which pages of a PDF will be processed, select it, then select the Pages menu and select one of the following options:
    • All Pages: Sets the range to all pages.
    • Current: Sets the range to the current page only.
    • Custom: Sets the range to a custom value. When you select this option, replace any text left in the field with the page or pages to be printed directly. To enter a custom range:
      • Use a dash between page numbers to define those two pages and all pages in between.
      • Use a comma to define pages that are separated.

      For example: 1-3, 5, 9 will include pages 1, 2, 3, 5 and 9.

  6. To save this batch for future use, select Save and save the batch to a local or network drive.
  7. Select Next.
  8. To add a document certification, digital signature, date, or seal, do one or more of the following:

    Certify

    Documents can be certified, usually by the person who created it or by the first signer, as being authentic. Additionally, certifying a document prevents signers from making changes to its page content, though the certifier has the option to allow other limited changes to the document, including the addition of markups, the completion of form fields, or the application of digital signatures. As such, documents should be certified only when they're complete, including after all digital signature fields have been added.

    Documents that have already been digitally signed cannot be certified.
    1. Select Digital Signatures.
    2. From the Type dropdown, select Document Certification.
    3. Select the desired ID from the Digital ID menu.
    4. Enter the digital ID's password in the Password field and select Log In to access the digital ID.
      • To view the digital ID before using it, select View.
    5. Select the changes that are permitted to these documents once they're certified from the Permitted Changes menu.
    6. (Optional) Select the reason for signing the documents from the Reason menu.
    7. (Optional) Enter your location in the Location field.
    8. (Optional) Enter your contact information in the Contact Info field.

    Sign

    Digital signatures can be placed on selected digital signature fields, letting you sign each document in designated fields, sign documents in multiple places, and bypass documents in the batch that don't require your signature.

    Documents that have been digitally signed can't be certified, and you can't apply additional digital signatures to documents that have been certified. However, certifying documents adds both a certification and a digital signature.

    1. Select Digital Signatures.
    2. From the Type dropdown, select Digital Signature.
    3. Select the desired ID from the Digital ID menu.
    4. Enter the digital ID's password in the Password field and select Log In to access the digital ID.
      • To view the digital ID before using it, select View.
    5. (Optional) Select the reason for signing the documents from the Reason menu.
    6. (Optional) Enter your location in the Location field.
    7. (Optional) Enter your contact information in the Contact Info field.
    8. Select an appearance template for the digital signature from the Appearance menu.
      • To alter the details of the selected appearance template, select Edit. See Controlling a Signature Appearance for more information about digital signature appearance templates.
    9. From the Placement menu, select Signature Field. The available digital signature fields become selectable in the area below.
    10. Select the desired signature fields.
      Digital Signatures will be placed on all matching signature fields, allowing you to sign documents multiple times or sign multiple documents in different signature fields. Conversely, documents in the batch that don't have one of the selected fields will not be signed.

    Digital signatures can be placed on documents in the batch manually, allowing you to sign documents that do not have digital signature fields or sign in places other than preset digital signature fields. Using this method will result in all documents in the batch being signed in the same place.

    Documents that have been digitally signed can't be certified, and you can't apply additional digital signatures to documents that have been certified. However, certifying documents adds both a certification and a digital signature.

    1. Select Digital Signatures.
    2. From the Type dropdown, select Digital Signature.
    3. Select the desired ID from the Digital ID menu.
    4. Enter the digital ID's password in the Password field and select Log In to access the digital ID.
      • To view the digital ID before using it, select View.
    5. (Optional)Select the reason for signing the documents from the Reason menu.
    6. (Optional)Enter your location in the Location field.
    7. (Optional)Enter your contact information in the Contact Info field.
    8. Select an appearance template for the digital signature from the Appearance menu.
      • To alter the details of the selected appearance template, select Edit. See Controlling a Signature Appearance for more information about digital signature appearance templates.
    9. If there are open digital signature fields on the PDFs in the batch, the Placement menu will be available. Select Manual Placement. If there are no digital signature fields available on any of the documents in the batch, this option is selected automatically.
    10. The signature is automatically placed in the upper-left corner of drawings, as shown in the Preview pane to the left. Click and drag the signature in the Preview pane to reposition it anywhere on the drawing. The signature will be placed in the same place on all pages. Scroll through the documents in the batch using the controls under the Preview pane to review the placement on each page.

    Date

    The current date can be automatically placed on form fields that have been formatted as date fields.

    1. Select Date.
    2. From the Placement menu, select Date Field. The available date fields become selectable in the area below.
    3. Select the desired date fields.
      Dates will be placed on all matching date fields, allowing you to date documents multiple times or date multiple documents in different fields. Conversely, documents in the batch that don't have one of the selected fields won't be dated.
    4. Select a date format from the Format menu.
    5. Select the Font, Font Size, and Color to customize the appearance of the date.

    Dates can be placed on documents in the batch manually, allowing you to date documents that don't have date fields or date in places other than preset date fields. Using this method will result in all documents in the batch being dated in the same place.

    1. Select Date.
    2. If there are open date fields on PDFs in the batch, the Placement menu will be available. Select Manual Placement. If there are no date fields available on any of the documents in the batch, this option is selected automatically.
    3. The date is automatically placed in the upper-left corner of drawings, as shown in the Preview pane to the left. Click and drag the date in the Preview pane to reposition it anywhere on the drawing. The date will be placed in the same place on all pages. Scroll through the documents in the batch using the controls under the Preview pane to review the placement on each page.
    4. The date is placed as a markup. To flatten this markup, select Flatten.
      • To allow this markup to be unflattened in the future, select Allow Markup Recovery (Unflatten).
    5. Select a date format from the Format menu.
    6. Select the Font, Font Size, and Color to customize the appearance of the date.

    Seal

    Seals, in the form of stamps, can be placed on all documents in the batch.

    1. Select Seal.
    2. Select the desired stamp from the Select  menu.
      • If the desired stamp is not shown, select Import and navigate to its location to import it.
    3. To flatten the stamp, select Flatten.
      • To allow this markup to be unflattened in the future, select Allow Markup Recovery (Unflatten).
  9. Select Done.

Related topics

Digitally Signing a Document

Certifying a Document

Managing Self-Signed Digital IDs