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Getting started with Signtrust

Overview​

Signtrust is Redtrust's web-based signing tool. With Signtrust, you can sign documents from any device using the digital certificates you stored in Redtrust. This tutorial will help any Redtrust user get started with Signtrust.

Before you start​

Check whether your license includes the Signtrust module. To do this:

  • If you are a user, see if Signtrust appears in the navigation bar of your personal area.

  • If you are an administrator, open the admin console and go to System > Unit > License. In the Unit settings and status section, check the list under Available modules for Signtrust.

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You can access your personal area at https://REDTRUST_IP_ADDRESS/personal/login, or by selecting Personal area when right-clicking the agent icon in the taskbar.

If you don’t see Signtrust, contact your Redtrust representative to include it in your license.

Use Signtrust​

You can use Signtrust directly from your personal area without needing the Redtrust agent. Alternatively, if your agent is connected, you can access Signtrust by right-clicking any local PDF file and selecting Sign with Signtrust.

To sign a document using Signtrust, you must have the relevant certificate available on the platform. If you don’t have one yet, continue with the next section. If you do, skip ahead to Step 2.

Step 1: Upload a certificate​

  1. In your personal area, go to Certificates in the navigation bar and click Upload.

  2. Drag and drop a certificate in PFX or P12 format.

  3. Enter the certificate password and PIN.

  4. Click Upload.

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    If you are an administrator, you can also add certificates as described in the First steps tutorial. When creating a policy for this certificate, make sure the Signature service and Signtrust option is selected in the Where section.

Step 2: Sign the document​

Once your certificate ready, follow these steps.

  1. Go to Signtrust and drag and drop (or select) the document you need to sign.

  2. In the document viewer, click the blue edition icon and configure the signature. Click Save and use to save your configuration for future use.

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    For more information on the configuration options, check the Signature settings.

  3. If you haven't configured a default certificate, you’ll see a yellow warning banner at the top of the document. Click Select and choose your preferred certificate.

  4. Click the green check icon. After the successful notification, download the file when prompted.

Summary​

With Signtrust, you can sign documents from any device using the certificates stored in Redtrust—no agent required. In this guide, you uploaded your certificate, configured your signature, and signed a document. You're now ready to use Signtrust for secure, remote signing whenever you need it.