(Lite) Main menu and tools

Open...

This function opens a file selection dialog to select a file on the computer that is to be opened in signoSign/2.

Supported formats are PDF files (*.pdf, *.sig), document stacks for signoSign/2 (*.sml), XML Form Data Format (*.xfdf) and compressed archives (*.zip, *.szp).

Shortcut keys: CTRL + O

Save

This function saves any changes made.

As a rule, the original document file in the source directory is overwritten when saving.

If it is a temporary file that does not yet have a path for the storage location, the “save as...” dialog is automatically displayed to manually select the file name and storage location.

Shortcut keys: CTRL + S

Save as…

This function opens a file selection dialog in which the storage location and the file name for saving the file can be selected.

Save all

This function saves all open documents that contain unsaved changes.

(See “save” function above.)

Shortcut keys: CTRL + SHIFT + S

Close

This function closes the current document (current tab).

Shortcut keys: CTRL + W

Close others

This function closes all documents except the current one.

Close all

This function closes all open documents.

Print…

This function starts the printing process for the current document.

Shortcut keys: CTRL + P

Find text…

This function searches the current document for a specific text.

Shortcut keys: CTRL + F

Help

This function opens the software help.

The help contains the following content:

1. Details of the version number (setup version)

2. Contact details

3. Link to this documentation

4. Link to the video instructions

5. Licensing

6. Access to the remote maintenance tool

Shortcut keys: F1

Form mode

This function activates the “form mode.”

The form mode allows you to fill in Adobe-compliant electronic form fields (e.g. text fields and checkboxes).

If the document contains form fields, the function can be activated. If there are no form fields in the document, the function is deactivated.

After activation, the function is highlighted in orange in the menu. The available form fields are displayed in blue in the document. Mandatory fields are outlined in red. The currently selected field is highlighted by a thick border.

While the form mode is active, the signature fields are hidden.

Click the button for the form mode again or select other functions (e.g. “create notes” or “sign”) to exit the mode.

Depending on the settings of the form and the software, forms can still be completed after signing.

Handwritten notes

This function can be used to insert handwritten notes into the document. Input is made using the mouse. With Windows tablet PCs, touch or pen input can also be used.

In contrast to the “create note” function, handwritten notes can be inserted anywhere in the document without having to open a note field.

If the function is selected, a new toolbar appears as a “notes” ribbon.

The following tools and options are available:

Mode

Pen: Activates pen mode to enter handwritten notes or sketches in the PDF document. The pen has a specific line width and color.

Marker: Activates the highlighter to highlight text in the document. The highlighter has a specific size and color. The marker is larger than the pen and transparent.

Eraser: Activates the eraser to be able to delete entered notes. Continuous lines are always deleted.

Notes that have already been confirmed can no longer be removed.

Pen settings

Size: Defines the pen size or pen width in pen mode. You can choose between five levels from “very thin” to “very thick.”

Color: Defines the pen color in pen mode. A color palette is available for color selection.

Highlighter settings

Size: Defines the size of the highlighter. You can choose between five levels from “very thin” to “very thick.”

Color: Defines the color of the highlighter. A color palette is available for color selection. The transparency setting of the color cannot be changed for the highlighter.

Changes

apply: Transfers the captured notes to the PDF document and exits the mode for handwritten notes.

Discard: All recorded notes are discarded and the mode for handwritten notes is ended. Alternatively, you can exit the mode by pressing the ESC key.

The software saves the most recently used settings and values for notes on a user-specific basis.

This function is only available if the document has not yet been signed.

Create signature field

This function can be used to place empty signature fields in the document.

When the function is selected, the tool is highlighted in orange and the mouse pointer changes to a crosshair icon.

Signature fields can be created anywhere in the document by clicking and dragging. The fields are inserted directly into the document and cannot be moved or deleted afterward.

Signature fields created in this way are always optional and are given a fixed name (“signature field 1,” “signature field 2,” etc.).

The mode for creating signature fields can be exited by clicking the button again or by pressing the ESC key.

Sign (start signing process)

This function can be used to start the signing process for the current document. During the signing process, all empty signature fields in the document are processed in sequence.

Individual fields can be signed or skipped. If a signature is canceled, the signing process stops.

If a specific field is to be signed, rather than all fields being signed one after the other, the signing process for the desired field can be started by clicking the signature field in the document or via the sidebar.

Shortcut keys: F5

Go to page…

This function opens an input window for entering a page number. After confirmation, the software scrolls to the entered page.

Shortcut keys: CTRL + G

First page

This function scrolls the document to the first page regardless of the current position.

Shortcut keys: Home

Previous page

This function scrolls the document to the previous page depending on the current position.

Shortcut keys: Page Up

Next page

This function scrolls the document to the next page depending on the current position.

Shortcut keys: Page Dn

Last page

This function scrolls the document to the last page regardless of the current position.

Shortcut keys: End

Scale to page height

This function adjusts the zoom level of the view so that the entire height of the document is visible. (Reduction)

Shortcut keys: CTRL + 0

Scale to page width

This function adjusts the zoom level of the view so that the document fills the view to its full width. (Enlargement)

Shortcut keys: CTRL + 3

Reduce zoom

This function reduces the zoom level of the display.

Shortcut keys: CTRL + “-”

Enlarge zoom

This function increases the zoom level of the display.

Shortcut keys: CTRL + “+”

Display with Adobe Reader

This function opens the current document with all changes as a copy in Adobe Acrobat Reader.

This function is only available if Adobe Acrobat Reader is installed.

Configuration…

This function opens the global configuration of signoSign/2.

Shortcut keys: F8

Change version…

The “Change version...” button opens a dialog with a comparison of functions of the two versions and the option to select the Lite or the Pro version. All open documents are closed when the version is changed.