Digital Signature: Step by Step Guide to Activation - AMA

To activate the Digital Signature in InvoiceXpress, follow these two steps. ✍️

1Set up your details on the Autenticacao.gov.pt portal

The first step is to prepare the conditions so that InvoiceXpress can use your Digital Signature. To do this, you must:

1. Make sure you have access to your Mobile Digital Key (CMD) or a Citizen Card reader.
2. Make sure there is no certificate already created for InvoiceXpress on the Autenticacao.gov.pt portal.
3. Have the Professional Attributes correctly configured on the Autenticacao.gov.pt portal. See how to do this here. (The website is in Portuguese.)

📱 Digital Signature with Mobile Digital Key

With the Mobile Digital Key (CMD) you can sign digital documents with the same validity as a handwritten signature. The digital signature with the Mobile Digital Key is certified under EU Regulation 910/2014.

To sign documents with the Mobile Digital Key, you need to:

1. have the CMD activated;
2. have the CMD digital signature activated;
3. have the CMD signature PIN code (which may be different from the CMD PIN code).

🪪 Digital Signature with Citizen Card

Activating the signature with the Citizen Card follows the same legal framework as the Mobile Digital Key.

To sign with the Citizen Card, you need to:

1. have the card's digital signature activated;
2. have a smartcard reader;
3. have the signature PIN code.

🏢 Associate Professional Attributes

To use the Digital Signature, you must have business attributes associated with you as a director, administrator or manager of a company, and the quality of issuing invoice signatures. These attributes are associated through the SCAP.

To do this, go to this page and activate your professional attributes for the company for which you will activate the Digital Signature.

• Learn how to associate business attributes (in Portuguese)
• Learn more about the Professional Attributes Certification System (SCAP) (in Portuguese)

2Configure your account in InvoiceXpress

With step 1 completed, it is time to activate the Digital Signature in InvoiceXpress. The process is simple:

1. Go to Settings (in the vertical bar on the left) → "Digital Signature".
2. Under Digital signature providers, tick the ✅ box that authorizes InvoiceXpress to access the data, and click Manage Signature. By agreeing to the terms and conditions, you authorize InvoiceXpress to access the private key of your Digital Signature, so that it can sign the documents you issue. This ensures the PDF file cannot be altered by the recipient, and you are responsible for checking the data that appears on the documents issued.
3. You will be redirected to the configuration page on autenticação.gov. Select the authentication method you want to use (Citizen Card or Mobile Digital Key) and choose "Continue".
4. If you use the Mobile Digital Key, enter your mobile phone number and your Mobile Digital Key PIN. An SMS with a confirmation code will be sent, which you must validate before proceeding.
5. Validate your credentials and choose "Authorize" to complete the authentication.
6. An SMS code is sent to the mobile phone provided to validate the authentication. Enter the security code and click Confirm.
7. You will be redirected to the InvoiceXpress environment and must wait until InvoiceXpress obtains your validation code and activates your signature. This may take a few seconds.

✅ All set!

Whenever you generate a PDF, you can confirm that it is signed.