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R
rustycape1
Participant
September 25, 2023
Answered

When saving to PDF, all of a sudden it is creating secured PDFs

  • September 25, 2023
  • 1 reply
  • 917 views

I've always been able to save Word Documents to PDF by using SAVE AS. Now it creates PDFs that have Security that doesn't allow any changes like creating a form.

    This topic has been closed for replies.
    Correct answer Eric Dumas

    Hi,

    • Can you confirm the settings you use in MS Word? maybe includ a screenshot?
    • Can you confirm the exact versions of your operating system and software
    • When you select Save As, and click on more options
    •  
    •  
    • s
    • Click on the Options button, there is an Automatic Password option at th eend of the list. Make sure it is deselected

    •  

    1 reply

    Eric Dumas
    Community Expert
    Eric DumasCommunity ExpertCorrect answer
    Community Expert
    September 25, 2023

    Hi,

    • Can you confirm the settings you use in MS Word? maybe includ a screenshot?
    • Can you confirm the exact versions of your operating system and software
    • When you select Save As, and click on more options
    •  
    •  
    • s
    • Click on the Options button, there is an Automatic Password option at th eend of the list. Make sure it is deselected

    •  

      R
      rustycape1Author
      Participant
      September 25, 2023

      Thank you. I followed your instructions and it led me to the culprit. The PDF/A Compliant box was checked. I unclicked it and I was able to create a form. Now to determine how to post the form and when signed have it emailed to three recipients.

      • I am using Microsoft 365 - Paid subscription
      • Settings
      • Operating System Edition Windows 11 Pro
        Version 22H2
        Installed on ‎12/‎14/‎2022
        OS build 22621.2283
        Serial number
        Experience Windows Feature Experience Pack 1000.22662.1000.0
      • 365 Version:
      About
      Version : 18.2306.1061.0
      •  

      Thank you again!

      Eric Dumas
      Community Expert
      Eric DumasCommunity Expert
      Community Expert
      September 26, 2023

      Sadly SharePoint approval workflows will not work on a pdf to be signed. It is Either / Or scenario:

      • Either you use an Adobe/Acrobat signature in the pdf - Some good news you can use the Adobe Sign We Parts Adobe Sign for SharePoint Online - User Guide
      • Or you use the approval built-in (creating custom ones is easy enough) within SharePoint.
      • One mixed appraoch can be: 
        1.  create a pdf, 
        2. use Adobe to request and track signature
        3. the signed document is sent to an email address like approval@site.com used only for that purpose
        4. a workflow (some are ready to use in Microsoft Automate) waits for an email to arrive, the attachement is automatically saved in a library (it can have a simple alert setup to let you know a new file has arrived)

       

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