RB Digital Signature Proxy Guide for Reporters
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2 RB Digital Signature Proxy Guide for Reporters Table of Contents RB-DSP registration workflow Obtaining your certificate Using Firefox to obtain your certificate Using Internet Explorer to obtain your certificate Exporting a certificate from a browser Export your certificate with Firefox... 4 Export your certificate with Internet Explorer Registering with ReporterBase.com Permitting agencies to use your digital certificate This manual, as well as the software described in it, is furnished under license and may be used and copied only in accordance with the terms of such license. The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by OMTI Inc. OMTI Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this book. If you require assistance in setting up or managing your digital signature on ReporterBase.com, please contact your court reporting agency. OMTI does not provide direct support to court reporters beyond online help and this manual. Any references to company names or persons in sample screens are for demonstration purposes only and are not intended to refer to any actual organization or person. ReporterBase, the ReporterBase logo, ReporterBase 8, RB-PDF and the RB Digital Signature Proxy are trademarks of OMTI Inc. in the United States and other countries OMTI Inc. All Rights Reserved. Revised 12/7/2017. OMTI 851 California Drive Burlingame, CA
3 RB Digital Signature Proxy overview Workflow RB Digital Signature Proxy (RB-DSP) is a system that court reporting agencies use to apply reporters digital signatures to RB-PDF transcripts. RB-PDF transcripts are PDF versions of ACSII transcripts, which have been formatted to include unique features for the legal and legal support industries. RB-DSP provides a way for court reporting agencies to add reporters digital signatures, also called digital IDs or certificates, to electronic transcripts in their normal production process without compromising the integrity of the signature. This is achieved by encryption, automating the process and providing a monitoring function for reporters. Both reporters and agencies must register with ReporterBase.com, and reporters must also upload their digital signatures to ReporterBase.com. This manual provides instructions for reporters to obtain, prepare and register their digital signatures with ReporterBase.com. For more information about RB-DSP, including signature-use monitoring, visit RB-DSP registration workflow To allow court reporting agencies to apply your digital signature to RB-PDF transcripts, follow these four steps: Obtain a digital ID Obtain a digital ID (certificate) for digitally signing your transcripts. Export a digital certificate Prepare your certificate for use with reporterbase.com. Register with ReporterBase.com Sign up with reporterbase.com, upload your certificate, and provide your handwritten signature. Grant permission to agencies Designate which court reporting agencies can apply your certificate to transcripts, then monitor their usage. NOTES RB-DSP works with RB-PDF transcripts only, not with other electronic transcript formats. RB-PDF transcripts are PDF versions of ACSII transcripts, which have been formatted to include unique features for the legal and legal support industries, and are only available from agencies which use RB8 office management software. RB-DSP works with digital certificates from most certificate authorities (CA). You can choose whichever certificate you want to use, however we only provide instructions for using Comodo certificates with this service. (See Obtaining your certificate. ) RB Digital Signature Proxy Guide for Reporters 1
4 Obtaining your certificate Obtain Export Register Permit Obtaining your certificate Certificates are available from any company called a Certificate Authority (CA). CAs are trusted third parties that issue certificates for use by other parties. You can use any certificate from any CA, but we recommend Comodo which provides the service at no cost to you. Since we recommend Comodo, we provide instructions for using Comodo certificates with reporterbase.com. We do not provide any documents or help for certificates from other vendors. However, if you want to use a certificate from a different vendor, you can find out how to install/export certificates from their website.. PLEASE NOTE: ReporterBase does not have a business relationship with any CA. If you have questions about your certificate account or digital ID, contact the CA directly. You must use IE or Firefox browsers to use Comodo certificate. Instructions are provided for both browsers. Using Firefox to obtain your certificate 1. Open in Firefox. 2. Click the FREE DOWNLOAD button in Free Certificate section. 3. In the Application for Secure Certificate screen, enter First Name, Last Name, and Address in the Your Details section. 4. Enter Revocation Password in the Revocation Password section. 5. Check I ACCEPT the terms of this Subscriber Agreement in the Subscriber Agreement section, then click Next. 6. When the Application is Successful window appears, check your In the from Comodo, click the Click & Install Comodo Certificate button. 8. In the Collection of Secure Certificate page, click OK when the Alert window appears. When you have obtained your certificate from Comodo, continue to step 2, Export your certificate and follow the instructions for Firefox browsers. RB Digital Signature Proxy Guide for Reporters 2
5 Obtaining your certificate Using Internet Explorer to obtain your certificate 1. Open in Internet Explorer. 2. Click the FREE DOWNLOAD button in Free Certificate section. 3. After the Application for Secure Certificate screen appears, click Yes in the Web Access Information confirm window. 4. In the Application for Secure Certificate screen, enter First Name, Last Name, and Address in the Your Details section. 5. Enter your Revocation Password in the Revocation Password section. 6. Check I ACCEPT the terms of this Subscriber Agreement in the Subscriber Agreement section, then click Next. 7. After the Application for Secure Certificate screen appears, click Yes in the Web Access Information confirm window. 8. When the Application is Successful window appears, check your In the from Comodo, click the Click & Install Comodo Certificate button. 10. When the Web Access Confirmation window appears, click Yes. 11. Certificate installation is completed when the message, Successful, appears. When you have obtained your certificate from Comodo, continue to step 2, Export your certificate and follow the instructions for Internet Explorer browsers. RB Digital Signature Proxy Guide for Reporters 3
6 Exporting a digital certificate from a browser Obtain Export Register Permit Exporting a certificate from a browser Once you obtain a certificate from Comodo and install it on your computer, the next step is to export your certificate from your internet browser to upload to The internet browser should be the same one you used when installing your certificate. Follow the instructions for the internet browser you used for installing your certificate: Firefox or Internet Explorer. Export your certificate with Firefox 1. Click Option menu icon (3 horizontal bars) on the Firefox toolbar, then click Options. 2. Click Privacy & Security in the left menu. 3. Click View Certificates in Security > Certificates section. 4. Select the certificate issued by COMODO CA Limited and click Backup RB Digital Signature Proxy Guide for Reporters 4
7 Exporting a digital certificate from a browser 5. In the Save as type dropdown, select PKCS12 Files (*.p12). Select a folder to export the certificate to, enter a file name, then click Save. 6. In the Choose a Certificate Backup Password window, enter a Certificate backup password, then click OK to save the certificate. 7. Return to to register your certificate with ReporterBase.com. Export your certificate with Internet Explorer 1. On the menu bar in Microsoft Internet Explorer, click Tools > Internet Options. 2. Click the Content tab, then click Certificates. 3. In the Certificates window, highlight the certificate you want to export issued by COMODO RSA Client Authentication and Secure CA then click Export. 4. The Certificate Export Wizard opens. Click Next. 5. Select Yes, export the private key, then click Next. RB Digital Signature Proxy Guide for Reporters 5
8 Exporting a digital certificate from a browser 6. Check the Include all certificates in the certification path if possible box. Make sure that Export all extended properties is also checked. Click Next. 7. Enter the same password in Password and Type and confirm password (mandatory), then click Next. 8. Click Browse. 9. In the Save As window, choose a location to save the file in the Save in drop-down. Remember this location so that you can find it later. Type a name for the file in the File name field, then click Save. 10. Click Next. RB Digital Signature Proxy Guide for Reporters 6
9 Exporting a digital certificate from a browser 11. Click Finish. The certificate exports in Microsoft PFX format. 12. Return to to register your certificate with ReporterBase.com. RB Digital Signature Proxy Guide for Reporters 7
10 Registering with ReporterBase.com Obtain Export Register Permit Registering with ReporterBase.com With your digital certificate exported from a browser, you can register your digital signature with ReporterBase.com. Registering with ReporterBase.com involves uploading the necessary files, and faxing us a copy your handwritten signature using our Signature Fax Form. Once you have completed registration, you can designate all of the RB agencies you work with as your proxy (see Permitting agencies to use your digital certificate ). 1. Launch your web browser and go to 2. In the Reporter Log-in section, click Sign up free. 3. In the Join ReporterBase.com window, fill in every field. Check the boxes to agree to the terms of use and privacy policy after reading them. Click Request to join. IMPORTANT You must sign up the same address that you used for creating your digital certificate (see Obtaining your digital ID ). You cannot upload a certificate to your account that is not linked to the same address that you use to log into 4. An containing the authorization code will be sent to the address you have provided. Copy the authorization code from the , then paste into the Authorization Code field in the Authorization window in ReporterBase.com. The Authorization window will only be active for 20 minutes from the time you clicked Request to join. Click Join to proceed. 5. In the Signature Proxy > Register Certificate window, the first step for registering, Obtain your digital ID, appears. If you do not have a digital ID, follow the instructions in step 1 or see Obtaining your digital ID for more information. 6. When you have obtained your digital ID, click Next in the Signature Proxy > Register Certificate window. 7. If you have already exported your digital certificate, skip step 2. Otherwise, follow the instructions in step 2 or see Exporting a digital certificate for more information. 8. When you have exported your digital certificate, click Next in the Signature Proxy > Register Certificate window. 9. In step 3 of the Signature Proxy > Register Certificate window, enter the password you selected when you exported your digital certificate in step Click Browse next to PFX File. In the Look in drop-down in the Choose file window, locate and open the folder that contains the PFX file you exported in step 2. Highlight the file, then click Open. RB Digital Signature Proxy Guide for Reporters 8
11 Registering with ReporterBase.com 11. Click Register. 12. A dialog box appears confirming certificate registration. Click Yes. 13. In addition to your digital ID, we will create an image file of your actual handwritten signature for placing on finished RB-PDF transcripts. To access the form needed for submitting your signature, click Finish in step The /Fax Signature Form is created with your contact information automatically filled in. Print out the form, then sign it in the space provided. Refer to the included Tips for Success for instructions. TIP If you do not finish the four steps at once, you can return to the Register your digital certificate window by signing in to Reporter Log-in and clicking here in the first paragraph. RB Digital Signature Proxy Guide for Reporters 9
12 Permitting agencies to use your digital certificate Obtain Export Register Permit Permitting agencies to use your digital certificate Before agencies can apply your encrypted digital signature to RB-PDF transcripts, you must grant them permission to use it. After granting permission through ReporterBase.com, each time your digital certificate is used by a registered reporting agency to sign an RB-PDF transcript, you can be notified via and monitor their usage of your digital signature. You can also turn off an agency s permission when you no longer work with them. 1. Click Permit Certificate Usage in the navigation bar. 2. On the Permit Certificate Usage page, click New. 3. Enter part of a court reporting agency s name in the text box, then click Search. Check the Select box for the desired agency, then click Permit Certificate Usage. 4. An containing your (encrypted) digital certificate will be sent to the selected agency. 5. Repeat steps 3 and 4 for all of the agencies you work for. TIPS To be notified via when your digital signature is used, click Preferences in the navigation bar, check the box and click Save. If you do not wish to be notified each time, uncheck the box and click Save. To monitor agencies use of your digital signature, click Usage Report in the navigation bar. All instances of the application of your signature in the past month are listed. To review usage in previous time periods, click the calendar icons next to the Used Date fields and select dates in the drop-down Date Navigators, then click Search. To remove an agency that you no longer work for, click Delete next to the agency. RB Digital Signature Proxy Guide for Reporters 10
RB Digital Signature Proxy overview
RB Digital Signature Proxy overview RB Digital Signature Proxy (RB-DSP) is a system that court reporting agencies use to apply reporters digital signatures to RB-PDF transcripts, a type of electronic transcript.
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