PDF form - restrict certain fields to certain people

Forum|Forum|6 years ago
March 9, 2020
1 reply
4663 views

Hello,

I'm trying to create a PDF document where most fields are fillable by anyone, but I need to restrict a few fields so that only certain people can have access. I've tested with a password, but while my tester was able to fill in the fields with no restrictions, the locked field was completely inaccessible (i.e., no password prompt that would allow a user to fill if they had the password).

Is this possible? Many thanks for any suggestions.

PDF forms

Correct answer George_Johnson

There are a number of ways to implement something like this, but which you choose depends on how secure it needs to be. Least secure is doing something like setting up a button that prompts a user for a password, and unlocks certain field if the correct password is entered.

More secure is using a digital signature field that when signed, unlocks certain fields. This is made feasible by configuring the signature field so that only specified users can sign.

If you provide more information about the nature of the form and how it will be used (e.g., a small, know group of users vs the general public), it would be helpful.

G

George_JohnsonCorrect answer

Inspiring

There are a number of ways to implement something like this, but which you choose depends on how secure it needs to be. Least secure is doing something like setting up a button that prompts a user for a password, and unlocks certain field if the correct password is entered.

More secure is using a digital signature field that when signed, unlocks certain fields. This is made feasible by configuring the signature field so that only specified users can sign.

If you provide more information about the nature of the form and how it will be used (e.g., a small, know group of users vs the general public), it would be helpful.

L

leslieb30785220Author

Participant

The form is part of a document control process for a quality management system. We want end users of the form to be able to fill the majority of the fields as part of a change order request, but there needs to be a few fields that only members of the management team can fill out. All users are internal to our organization.

The potential end user group could be a couple hundred people, but the reality is that only a couple dozen are likely to have use of it. The management team is ~6 people.

Do the signatures only work when "sending" for signature? Or is it something that can be built in so that when a submitted form (filled by an end user) is received by any member of the management team, they can access the restricted fields by signing the doc?

try67

Community Expert

No, signature fields are a part of the file. You don't have to use the Send for Signature service (that uses something completely different, actually, called Adobe Sign). You can set them up to show or hide or lock certain fields when signed.

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