Electronic Signing Made Easy

I was at a customer’s office the other day helping to set up their new Mac system. It was a busy construction company and they needed help getting wireless scanning operational. I noticed that they were using Adobe Reader for their PDF files, so I introduced them to Preview. Once I set the Finder to open PDF files with Preview instead of Reader, I showed them how to access the scanner to scan documents right from Preview.

As I had them practice this, I noticed that much of their scanning needs were for documents that they would print out, sign, scan and then email to clients. When I showed them how to use the “signature” function in Preview they immediately saw the value and time saved. So, I know many of you already know how to use this tool, but I thought I would go over it so you too can use your electronic signature.

Preview is used to view and edit PDFs and images, import images from a camera, import documents and images from a scanner, add pages to a PDF and also to take screen shots. When you have a PDF that needs your signature, the old way of doing this would be to print out the PDF, sign it, scan it and send it back. With Preview you can skip some of that work. You can capture your signature using your trackpad or better yet, using your camera on your Mac.


To create your signature you can simply click on the Sign button on the Markup Toolbar, select Manage Signatures to create a new signature. Or you can go to Tools > Annotate > Signature > Manage Signatures. When you select Create Signature you have a choice of trackpad or camera. While signing on your trackpad is okay, I prefer the camera method. Here you take a white piece of paper and sign it. Then click on Camera as the means of capturing your signature and hold up that piece of paper to the camera on your Mac. Once you align the signature on the blue line you can hit Done and your signature is stored. If you don’t like the first try, click Clear and do over.

To add your signature to a PDF document click on the Sign button or use the path Tools > Annotate > Signature to select the signature. Once it has been placed on the document you can drag it to where you want it, then use the handles to adjust its size. Save the document and you can include it in an email with your signature. Remember that the Save As command is sort of hidden now but to get to it simply hold down the Option key when you select File.

Similar Posts

  • Keep Your Passwords!

    You have a password for the online banking, one for your Apple ID, one to log into your retirement amount. Your password for your bank has to have have at least one numeric number, but can’t start with a number and it can’t have any more than two of the same characters found in your username. Your retirement account must include at least 3 numbers and one special character but they can’t be consecutive.

    Does this sound familiar? In the perfect world we would only need one password, but unfortunately for security purposes and as hackers get better at what they do password strength has become critical and part of our everyday lives. The hassle with this is that most sites have their own sets of rules for password strength leaving many of us to peck away at our keyboards or devices in a sometimes endless game of “remember how you manipulated your favorite password 16 different ways and can’t remember if your banking site used the password with the capitalization or the one with the ampersand”.

    For a very long time I will admit my method of keeping track of my usernames and passwords was the stickies program on my Mac, much to the dismay of our IT manager! While stickies are easily accessed they are not secure and I do not recommend this method. Where you should keep them is in your keychain. You can access your keychain through applications and then utilities. Once you are in your keychain you can manually add preferred sites, accounts and passwords you wish to store. Another huge benefit is secure notes. Secure notes allow you store additional confidential information. Keychain is safe and secure because in order to view any of the passwords stored there you need to enter your administrator password. Within keychain you can make sure to safely and securely keep your passwords, and when you forget if you needed that capitalization or ampersand in your password you can simply open keychain and enter into the search field the website for which you need to confirm the password.

    Now what if you don’t have a mac? The loss of passwords, and most often your Apple ID password is a huge concern with users of iOS devices only. Luckily there is an easy solution for that, iCloud and iCloud keychain. Simply go to settings, iCloud and then select keychain. Your iOS device will begin to store your logins and websites. Additionally you can add specific websites and passwords manually to your phone or iPad under safari and then selecting passwords. This is also where you would look if you can’t remember login information.

    Recording safely your logins and passwords is an often overlooked step, especially when users of iOS devices accidentally have the device damaged or lost. Saving your passwords safely and using iCloud keychain can avert your being logged out of accounts.

  • Keychain Access, an Essential Tool

    I have been doing more onsite installations and lessons down here in Key West. So many times as I start to help a…

  • Migrate Your Data to a New Mac

    When a customer buys a new Mac, there’s often a question of what to do about the old data. All that old data is all that stuff that made your old machine yours: it’s the settings, the pictures, saved web page bookmarks, documents, spreadsheets…all that stuff.

    Frequently a Mac-to-Mac data transfer can be done without any special equipment or advanced knowledge. The easiest way is to use Apple’s Migration Assistant which is a program built into OS X, and is on every new Mac. When setting up a new Mac (or any Mac that’s been reset to factory settings, generally from the disk being wiped and the OS being reinstalled) it’ll prompt you to make a decision.

    The top option is to transfer data from a start up disk or Time Machine backup. If you’re already doing a Time Machine backup to an external HDD this is the best option, just make sure your backup is completely up to date. If it’s behind, any changes you’ve made won’t show up on your new machine when the transfer completes. Once you’ve identified the drive you want the data to come from it goes through and calculates the sizes of everything on that older drive. You’ve got a little control of what comes over, like whether or not you want the entire Applications folder, but nothing more specific than that. It’ll also tell you how much available space will be left over, or if there’s more data on the source drive than the destination.

    I recommend using a Time Machine backup drive (any external HDD that has a Time Machine backup on it) because it’ll be useful for backups on the new machine. It’ll even see that it’s a new machine that has all the same data and ask if you want to keep using the same Time Machine backup; this is call inheriting.

    Alternatively, you can put the source machine into Target Disk Mode by pressing the T key when the machine is booting and having it connected to the destination machine through Thunderbolt or FireWire. Target disk mode only works through Thunderbolt and FireWire, don’t bother trying anything else. I’ve wasted enough time for us all: it’s not supported. If you’re transferring data from a machine with FireWire but no Thunderbolt to a new Mac that only has Thunderbolt you can get a Thunderbolt to Firewire adapter, but that’ll run you $30 and you might not have another use for it after the data migration. You could also use a Thunderbolt cable, but that’ll also run you at least $30, and again, you might not have another use for it, that’s why I recommend an external HDD. If you’re not doing a backup, it’s worth the peace of mind, and simplifies data transfers.

  • App Review: Tetris Blitz

    2014 marks the 30th anniversary of the most important technological development of all time: Tetris. There are probably many of you out there that will insist that the Macintosh computer was the most important tech release of 1984, and I will grant that it is a close second, but I am still standing behind the classic tile-matching puzzle video game.

    For those of you who don’t know, Tetris is a very simple game in which any of seven different blocks, which are every possible combination of four smaller square blocks that have adjoining sides, fall from above and your job is to move them side-to-side and/or rotate them in order to complete horizontal lines which disappear when completed. The ultimate move is to leave only one vertical line incomplete and drop the “line” piece in to complete four horizontal lines at once. This is a Tetris and you will be rewarded with big points, flashing graphics, sound effects, and the satisfaction of a job well done.

    Tetris was originally developed by Alexey Pajitnov in the Soviet Union, and was the first video game exported from the USSR to the US. Its popularity skyrocketed when a version was released for the Nintendo GameBoy in 1989, and versions have since been released for just about every console, operating system, personal electronic device, and has even been played by using the windows in a large building as the blocks.

    While the 8-bit NES version will always be my favorite, I have been playing a new version on my iPhone: “*Tetris Blitz by Electronic Arts.*”:https://itunes.apple.com/us/app/tetris-blitz/id632827808?mt=8&at=11lb7k This version takes the classic gameplay and condenses it into a two-minute speed round in which the goal is to score maximum points. They have added a number of power-up blocks which trigger different actions, such as lasers that burn up several lines for you or masses of blocks that drop all at once. You can play in single player mode, head-to-head against strangers or your Facebook friends, as well as in special tournaments which often have different rules or game mechanics for added variety. This app is free, but employs what has come to be known as the freemium model, which means that there are a fair number of in-app ads and in-app purchases that are available. If you can learn to ignore these, this app is a fun addition to the Tetris family and only -wastes- uses two minutes at a time.

    The best part? Tetris is good for you! According to research, playing half-an-hour a day for three months boosts general cognitive functions such as critical thinking, reasoning, language and processing and increases cerebral cortex thickness. It has also been shown to be a potential therapy for preventing PTSD as well as a way to help quit smoking. “*See here for more information.*”:http://en.wikipedia.org/wiki/Tetris#Effect_of_Tetris_on_the_brain

    “*Download Tetris Blitz for iOS FREE here!*”:https://itunes.apple.com/us/app/tetris-blitz/id632827808?mt=8&at=11lb7k

  • Weekly Apple News Recap | 2/13-2/17

    Apple had some notable news this week (but no, the iPad 3 isn’t out yet): Apple Releases Mountain Lion Developer Preview Apple announced…