Making documents safe for workflow
- By Michelle Speir
- Feb 06, 2000
With governments starting to lay a foundation for electronic commerce,
many state and local agencies are looking to commercial solutions for building
public-key infrastructure systems.
Standard PKI solutions, such as Entrust Technologies Inc.'s Entrust/
PKI and Baltimore Technologies PLC's UniCERT, ensure that a document has
come from whom you think it has and that it hasn't been altered in transit.
On the other hand, such solutions can fall short if a secure document needs
to be passed around an agency or workgroup for multiple changes and approvals.
Any change to the document in the workflow would invalidate the electronic
certificate that authenticates it.
ApproveIt 4.2, from Silanis Technology Inc., addresses that problem
by providing a flexible PKI solution that can work on its own or in conjunction
with other PKI engines. ApproveIt 4.2 is different from other PKI products
because it enables users to place multiple digital signatures in a document
without invalidating its electronic certificate. It also keeps track of
who has approved and made changes to the document along the way. You can
use ApproveIt 4.2 to route a variety of document types because it is compatible
with many software packages.
ApproveIt 4.2 enables you to choose from several kinds of devices to
capture a user's digital signature, including a signature tablet, a mouse
or a scanner. You can save the signature to a file, called a Captured Signature
(CPS) file, which is what we did, or you can configure the product to accept
real-time signatures using an input device of your choice. If the signature
is saved as a file, the owner must assign a password to that file, providing
an extra layer of security to the signature itself.
You also must choose how you want to manage the digital certificates
that accompany documents. The CPS File Certification Window offers three
options. The first option, which we used for our testing, is to use ApproveIt's
internally generated X.509 digital certificate. With this option — called
self-signing — each user's signature file resides on his local PC, enabling
individuals to sign documents before sending them on through the process.
The second option, which adds another layer of security, requires an
administrator to oversee the signature capture process and to link his own
signature file to the original user's file. Without administrator approval
and linkage, the original user's signature is not valid.
The third option enables you to use certificates that are issued and
managed by one of the third-party PKI solutions.
The ApproveIt 4.2 configuration manager offers a host of options, allowing
you to customize the package to a high level of detail. For example, you
can specify the tracking information that accompanies each signature; the
placement of the signature in the document, such as at the cursor, at a
bookmark, or before or after a certain phrase; and the signature's attributes,
such as color and line thickness.
Different security options offer document handling choices, such as
whether to require just one signature or allow more than one. (You cannot
specify the number of signatures required for a certain document approval
We do have one complaint with ApproveIt 4.2: Learning how to configure and
use the product is not easy. And installation and setup of the product was
not intuitive. You must closely follow the manual — which we quickly found
to be sorely inadequate — to get through the process.
Some important information is contained only in the addendum, not in
the main manual, so we were constantly shuffling between booklets. Fortunately,
the online documentation is significantly better, and Silanis conducts twice-weekly
World Wide Web seminars with live tutorials and question-and-answer sessions.
ApproveIt 4.2 comes in two versions: one that works with Microsoft Corp.
Office applications and one that works with applications that use Portable
Document Format, such as Adobe Systems Inc.'s Acrobat. You can install both
versions on your system simultaneously if you choose.
The two versions contain different sets of options, and we found that
although the PDF version offers fewer menu choices, this version is a more
dynamic product. For example, if a PDF document has been modified, hash
marks appear over the signatures when you save it. If a Microsoft Word document
has been modified, the only way to know about changes — without printing
it — is to open the View Signatures Report, which lists who signed the document
and when. But we would have liked to have seen some kind of visual alert.
We also discovered that the version of ApproveIt 4.2 for PDF files does
not support X.509 PKI encryption, although it does support ApproveIt's standard
CPS file encryption. CPS-encrypted signature files provide decent security,
but they are not as tight or as flexible as PKI-supported solutions.
However, Silanis will release an incremental upgrade — Version 4.21 — in
mid-February that will provide PKI support for PDF files. The upgrade will
be provided to ApproveIt 4.2 users free of charge.
Also on the downside: the method for printing documents from the two
versions of ApproveIt 4.2 is inconsistent and a bit quirky.
The integration between ApproveIt and Acrobat's print functionality
is fine, enabling you to print directly from a command in Acrobat's menu.
Noncertified documents are easy to identify because they print out with
hash marks above the signatures.
Printing from a Microsoft Office application with ApproveIt 4.2 is not as
easy. If you select Word's print function, the document will print with
gray boxes around the signatures, indicating that it is not certified (even
if it is). To print a certified document without the boxes, you must select
the print function from within the ApproveIt drop-down menu. There is way
to link ApproveIt's and Word's print functions to avoid this problem, but
we don't recommend it because the process is very cumbersome.
The bottom line: Although ApproveIt 4.2's could be easier to use and
configure, the program is a good package that will provide excellent document
security to any organization. ApproveIt's unusual capability to add multiple
signatures to a document in sequence sets it apart from other certification/signature