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merrym16258834
merrym16258834
Participant
June 13, 2018
Answered

Sending customers a document that they can't edit but we can...

  • June 13, 2018
  • 1 reply
  • 764 views

As a cleaning company I have created a service agreement that we need to be able to edit for each individual customer in office, but then when I send it out for a signature I don't want the customer to be able to edit the fields. If I lock all the fields then every time I go in to edit a new agreement I have to unlock and re-lock them. Is there an easier way to get around that, or a way to protect the form while still allowing them to sign but be easily re-editable in office??

Help please.

This topic has been closed for replies.
Correct answer Karl Heinz Kremer

Once a document is signed, it should no longer be modified. I would recommend that you "flatten" the form fields before you send out the document, and keep the editable version on your computer. You just need to make sure that you keep track of which document can be modified, and which is the flattened version. You can install a free flattening script from the good people at PDFScripting.com : Free Acrobat Automation Tools​  - scroll down to the "Flatten Page Content Tool". Once flattened, your document does no longer contain any form fields.

1 reply

Karl Heinz Kremer
Community Expert
Karl Heinz KremerCommunity ExpertCorrect answer
Community Expert
June 13, 2018

Once a document is signed, it should no longer be modified. I would recommend that you "flatten" the form fields before you send out the document, and keep the editable version on your computer. You just need to make sure that you keep track of which document can be modified, and which is the flattened version. You can install a free flattening script from the good people at PDFScripting.com : Free Acrobat Automation Tools​  - scroll down to the "Flatten Page Content Tool". Once flattened, your document does no longer contain any form fields.

merrym16258834
merrym16258834Author
Participant
June 13, 2018

After I download it, how do I flatten a PDF?

    Meenakshi_Negi
    Meenakshi_Negi
    Legend
    August 16, 2018

    Hi Merrym,

    Sorry for the delay in response.

    Please refer to the steps provided here How to 'Flatten' in Adobe Acrobat Pro DC  to flatten the document.

    Hope the information helps.

    Let us know if you experience any issue.

    Regards,

    Meenakshi

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