I continue to marvel at the utility that the Preview app in OS X delivers. Even though Preview is categorized as a PDF and image viewer, a little-known feature is that it also allows you to edit those PDF files and images. We'll discuss the image-handling abilities in a new article soon, but for today, let's look at one aspect of PDF editing: inserting a signature.
You can place a signature stored within Preview anywhere on a PDF document. If you'd like, you can set the color, too.
Why would you want to do this? Perhaps the biggest reason is that signed legal documents in PDF format are becoming used – and accepted – more and more each day. Thankfully, the outdated facsimile machine is going by the way of the floppy drive, the acoustical modem and the mouse. In fact, any business that still requires faxed documents – well, I don't give them my business. The winds of time have disintegrated my fax machine, and going out to get things faxed is embarrassing.
Enter Mountain Lion and Preview with a new Signature feature. You can now have Preview scan and store your signature for use at any time.
Of course, you first need to create one or more signatures to keep on file within your copy of Preview. My copy maintains a full-name version of my signature, a shortened version, my initials, and my wife's signatures as well.
To manage the Signatures feature, go to Preview > Preferences and click on the Signatures tab.
You need to prepare your signature ahead of time by signing on a white sheet of paper. I like using a black or blue super-fine Sharpie, but a pencil works well, too.
Next, lets get your scribble into Preview. This one-time procedure couldn't be simpler, and you are prompted along the way:
1. Click on "Create Signature."
The Signatures pane of Preview Settings gives you instructions on creating a new signature.
2. In the Signature Capture panel that appears, hold the paper up to your Mac's camera. While referring to the video window, position the paper to ensure your signature fills the box and sits on the blue baseline.
While you're at it, notice the checkbox for enabling a feature whereby Preview will save the scanned signature. This allows you to create a single-use signature – a feature that's particularly convenient for the super-paranoid or when using someone else's Mac.
Holding up your signed piece of paper to the Mac's camera, the Signature Capture panel provides feedback to help you properly position your signature.
3. When the signature preview looks just right, click Accept or press Return.
Now, let's have Preview sign a document for you.
First, click the Show Edit Toolbar button in Preview's toolbar. This opens up the Edit Toolbar where all the annotation tools are located. One of these is the Signature Tool. Click on the Signature Tool to pop-up a menu where one or more of your signatures will appear. Click the signature you wish to use.
Locate the spot on the PDF document where you want the signature to appear, and click there. In most situations, if you click right on a signature line, Preview will shrink the signature to fit on it.
You can choose from the list of signatures that appears when clicking on the Signatures button located in the Edit Tools bar.
You can resize your signature by clicking on it and using the resize handles. You can also relocate the signature by dragging it anywhere on the document. With the signature selected, you can also change it's color via the Color popup menu in the Edit Bar. By the way, it's very helpful that the signature supports image transparency, allowing any text or objects behind the placed signature to show unimpeded.
In the Signature popup menu that appears when clicking on the Signature Tool button, notice the commands listed at the bottom; commands to Create new signatures and to Manage your signatures.
In the Manage Signatures panel, use the + and – buttons at the bottom to create additional signatures or to delete selected signatures.
The Signatures pane of Preview Settings now allows you to manage any stored signatures as well as to create new ones.
As you discover new features in Preview, doesn't it become more apparent how truly valuable this Apple pre-installed app can be in your workflow? Why not give Preview's new Signature feature a try? I'm sure you can find other uses for it, because… it's not just for signatures!