Documents

The internal document management functionality allows users and administrators to exchange documents for obtaining a signature certificate.

Document types

• Personal – ID copies
• Certificate request – a signed copy of an application for obtaining a signature certificate
• Certificate – a signed copy of the certificate form
• Certificate revocation request – a signed copy of an application for terminating a signature certificate
• User documents – other types of documents

You can manage documents in Your documents in Self-Service. The following operations are available: add, sign, download, edit and delete.

Administrator settings

To allow users to manage documents in Self-Service:

1. Open the Configuration Wizard.
2. Go to Common features.
3. Enable the Internal Document Management option.

To allow users to delete documents:

1. Open the Management Console and go to policy settings.
2. Go to Workflow→User Permissions→Documents.
3. Enable the Delete option.

Sign documents

The following operations are available:

• Add documents signed on paper
• Add documents and sign with digital signature
• Sign documents generated from ready-made templates

Add paper-signed documents

To add a paper-signed document^

1. Click Add Document in Your Documents.
2. Select the document type.
3. Upload the file.
4. (Optional) Fill in the Description field.
5. Click Add.

Add and sign documents with a digital signature

requirements for signing documents

• You have a card with a signature certificate.
• The signature certificate has any status except Revoked, Expired, Key Expired, and Error.
• the Enhanced Key Usage field contains the Secure Email (Secure Email, OID 1.3.6.1.5.5.7.3.4) and Code Signing (codeSigning, OID 1.3.6.1.5.5.7.3.3) values according to digital signature requirements (RFC 5280).

To add and sign a document:

1. Click Add document in Your documents.
2. Select the document type and upload the file.
3. Fill in the Description field (optional).
4. Enable the Sign document option.
5. Connect your card with a signature certificate to the workstation and select it in the Card list.
6. In the Certificate list, select the appropriate signature certificate.
7. Enter the user PIN.
8. Click Add.

Sign documents generated from ready-made templates

You can sign documents that are already available in Axidian CertiFlow. Documents are generated from templates congigured by the administrator in Configuration→Print Templates.

Signed documents automatically appear in the Your Documents list.

To sign a document:

1. In Your Cards, select the card that contains the required certificate and go to the Contents tab.
2. Click next to the required certificate and select a document template: certificate, certificate request, or certificate revocation request. The document opens.
3. Click Sign document. To download and print the document without a signature, click Save document.
4. Connect the card with the signature certificate to the workstation and select it in the Card list.
5. In the Certificate list, select the appropriate signature certificate.
6. Enter the user PIN.
7. Click Sign.