Cannot "Send for Email Review" a document that has security set to permit comments

Report · Jan 17, 2017

It appears I cannot secure a document to allow only comments, fill form fields and signatures and then email for review; I get a cryptic message "Document must be saved as a full save" after clicking Send Invitations.This means the reviewer can use the "Edit text and images" function to change the wording of the document without it appearing as an annotation. They also can export the entire document to Word, etc. Is there any way to secure a document from these types of changes and still share it for comments and annotations?

Report · Jan 27, 2017

Hi,

Before "Send for Email Review", you can set a password to restrict the permissions on the document.

Please follow the steps below-

1. Open the PDF file you want to share for comments.

2. Open "Document Properties"(on Windows use ctrl+d OR on Mac use cmd+d).

3. Goto "Security" tab.

4. Select the Security Method as "Password Security" from the drop-down --> "Password Security - Settings" window opens.

5. Tick the check-box under "Permissions"

6. Select the Changes Allowed as "Commenting, filling in form fields, and signing existing signature fields" from the drop-down.

7. Input a password in "Change Permissions Password:" and click "OK" to save the changes

8. Click "OK" if prompted and then confirm the password and click "OK".

9. Click "OK" if prompted and then Click "OK" to close "Document Properties" window.

10. Save(ctrl+s or cmd+s), now you can share this PDF for commenting.

Now if a person gets this pdf, he/she cannot edit the contents of the PDF.He can add comments, fill in the form fields or put his signature in the signature fields. For editing the pdf he will have to change the permission setting of the PDF so in turn he requires the password you applied initially.

I hope it helps. Please let us know if you need more information.

Regards,

Arvind