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default6og457m8027i
Participant
July 21, 2021
Question

Leaving some fields open and auto numbering an invoice.

  • July 21, 2021
  • 1 reply
  • 580 views

I know very little about PDF's and used Word for a long time but I recently moved over to PDF's for my invoicing. I have made a template for my invoices that I open each time for a new client and fillout certain fields and then save it. Most of the document is read only as it is common to every invoice. I have set up an auto numbering field that generates a new invoice each time it is opened. I have found that if I go back to open an existing quote for a client if I save it under the same name it will give it a new invoice number. I have found a work around and I go into properties and under security I enable a password and this stops the invoice number renewing each time. This is great as the client is unable to modify any content in the quote however I require them to complete 2 fields on the document and email it back. The first field is a number they need to enter that is unique (the reason is not important) and the other field is their signature. How can I create a PDF that will auto number the invoice and not issue a new number when opened and saved again, leave the single field open for this number entry and the last field to be signed with a digital or manual signature? 

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    1 reply

    try67
    Community Expert
    try67Community Expert
    Community Expert
    July 21, 2021

    Don't use a security policy for this. It's not what it was meant for, and it doesn't really provide much security, anyway.

    Instead, use a digital signature field. You can set it to leave some field editable when signed (those that you want the client to fill in), and also to populate the invoice number at the same time, solving both problems with one stroke.

    To do that you can use the Signed event of the field, under Properties.

    D
    default6og457m8027iAuthor
    Participant
    July 21, 2021

    Thanks try67. When you say it will populate the invoice number at the same time will that be sequential and use the custom script I have already or do i need to remove this script? Also your last line I am not sure how to do that.

    try67
    Community Expert
    try67Community Expert
    Community Expert
    July 21, 2021

    You need to move that script from the doc-level to the field's Signed event. The rest can stay the same.

     

    After adding the Signature field right-click it, select Properties, go to the Signed tab and select the last option, then click Edit and paste your code into the window that opens:

     

     

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