Available in V 3.1
iinked Certificate allows users in Syngrafii to upload a Document Signing Certificate that they have in their possession to add their Digital Signature to the documents that they are executing.
- Once logged in, click on the user's name in the top-right corner of the page, and click on My Account.
- On the Profile page, click on Certificates on the left panel.
- The user will be presented with the Certificates page.
- To create a Certificate, the user can either click on the New Certificate button in the center of the page or from the left panel.
- The user is presented with the New Certificate page. To successfully create a Certificate, there are a few fields to fill in.
- Name (mandatory field) - The certificate name is for internal use and is not shared with others during a signing.
- Description (optional field) - The certificate description is for internal use and is not shared with others during a signing.
- Enabled (ON/OFF) - The user can enable/disable the Certificate. By default, it is Enabled.
- Set as Default Certificate for document templating - If there are multiple certificates, the user can set one of them as the default certificate using this toggle switch. By default, it is Disabled.
- I Agree (mandatory field) - This is a disclaimer that the user will need to agree to continue. Disclaimer text: "By selecting I Agree and continuing to add a certificate denoting the holding of an appointment or office to notarize, commission, or otherwise authenticate documents or signatures, you are certifying your entitlement to use such a certificate or language on documents created or executed by you on our System and we are relying upon this certification in permitting you to upload same for use on our System."
- Certificate (mandatory field) - This is to add the Document Signing Certificate file.
To add a PFX file, click on the Upload Certificate button, browse for the certificate file from the device and select open. Most likely, the certificate will be encrypted with a password, and you will be prompted to enter it.
There is an option to Replace the file by clicking on the Replace Certificate button.
- Assign Seals - If the user has uploaded digital versions of their seals or stamps to their Syngrafii profile, they would be listed here and the user will have the ability to assign the seals or stamps to the certificates. This enables a signer to add their Seal to a document being signed, and have the document digitally signed under the seal with their document signing certificate.
- Enabling the Assign toggle switch will assign the selected seal to the certificate. Once enabled, the Certificate column will show the certificate name and the Preview column will show how the digital signature would look in the document. If there are multiple seals assigned to one certificate, the user can set one of them as the default using the Default toggle switch.
- Click on the Save button in the top-right corner of the page to save the certificate.
- Name (mandatory field) - The certificate name is for internal use and is not shared with others during a signing.
Important Note:
Organization Admins can only manage other members' certificates,
they cannot add or update certificates on behalf of other members.
See: How to Add iinked Certificates to Documents