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I created a fillable PDF. The users of the PDF (consultants) will fill in the form, then save it as a standard (flattened) PDF before sending it to their clients, so the client cannot change the information. The problem is that it contains check boxes and the check marks aren't showing up when saving the file as a standard "flattened" PDF on a Mac (I have a Mac work laptop and tested this on). They do show up on a PC because the process is different (I had my co-worker beta test it for me). How can I get the check marks to show up on a Mac when I flatten the PDF?
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The question for me is what are you using in macOS to view the PDFs?
Is it a webbrowser, mac Preview, or Adobe Reader DC?
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I'm using Adobe Acrobat Reader DC to open, edit, save, etc. In Preview, you can't fill in the fillable portions of the PDF, and I have my Mac settings customized to open PDFs using Adobe Acrobat (preferred app).
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Exactly how are the users flattening the form on a Mac?
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I'm glad you asked that, @adaptable_Eclipse15A8 because I was thinking that might be the issue. I cannot seem to save the filled in PDF as a Standard PDF within my printer settings like a PC user would be able to, so I had to save my changes to my desktop, right-click, select Open With > Save as Adobe PDF. When I try to save the filled in PDF in print mode, I don't have the Adobe PDF as a printer option and I get the following error message when I click the "Printer..." button:
When I select "Yes" and choose "Save as Adobe PDF," I get the following error message:
What am I doing wrong? Is it a setting I need to fix?
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There's a much better and fast way to flatten a PDF form, but is can't work with Reader, but it will work with Acrobat. Do any of the users use Reader?
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I have Acrobat Pro, but the users would be instructed to download the free Adobe Acrobat Reader via https://get.adobe.com/reader/ to open and use the fillable PDF.
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You might consider using a script to set the fields to read-only before sending the form. You could trigger the script in the Mouse Up event of a (nonprinting) button for example. This would not prevent someone with Acrobat from being able to change the field values, but neither does flattening. Post again if you'd like help with this approach.
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The consultants (users/target audience of this form) need to be able to fill in the form. I have some of the fields set to read-only, but only the fields that are auto-calculating a formula (sum, product, etc. of two or more fields). Will this approach allow them to check the boxes and save the the form as a standard PDF? I can always protect the document from being edited, but I still need it to be fillable for the consultants, so they can fill it in and flatten it before sending it to their clients.
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The issue is most likely caused by this virtual PDF printer you're using...
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The best way to "lock" the values of the fields in a file is to digitally sign it using a Signature field, which can be set to lock all the fields when signed.