Documents

In Your documents, you can manage documents for obtaining a signature certificate. You can add, sign, download, edit, and delete documents.

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.

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

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).

Add documents

Paper-signed document

To add a paper-signed document:

1. Click Add document in Your documents.
2. Select the document type and upload the file.
3. (Optional) Fill in the Description field.
4. Click Add.

Document with a digital signature

When you add a document, you can sign it with a digital signature.

To add and sign a document:

1. Click Add document in Your documents.
2. Select the document type and upload the file.
3. (Optional) Fill in the Description field.
4. Enable the Sign document option.
5. Connect the card that contains the 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 from templates

You can sign documents that are already available in Axidian CertiFlow. Documents are generated from templates configured 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 open the Contents tab.
2. Click next to the required certificate and select a document template: certificate, certificate request, or certificate revocation request. The document preview opens.
3. Click Sign document. To download and print the document without a signature, click Save document.
4. Connect the card that contains 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.