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M
mcwade
Known Participant
April 22, 2020
Question

Defining Roles on a Fillable PDF

  • April 22, 2020
  • 1 reply
  • 1952 views

I have Acrobat Pro DC and have had it for 48 hours.  After 10 years of my organization promising it to me, I now have it for a COVID emergency project.  We have about 40-50 permit applications.  I have the original work documents and flat PDFs.

 

We need these all converted to fillable PDFs by yesterday.  

 

I need to restrict access to input options by Applicant and by Staff.  I have looked at the Sender and Signer roles and have assigned these roles to certain fields.  It does not seem to have any impact on who can fill out what fields.

 

Am I missing something in the process or expecting too much?

 

Any help is greatly appreciated since I am a newbie and have a ton of work to do by yesterday.

 

 

This topic has been closed for replies.

1 reply

try67
Community Expert
try67Community Expert
Community Expert
April 22, 2020

The link to the file doesn't work, for some reason, but are you using Adobe Sign for this?

M
mcwadeAuthor
Known Participant
April 22, 2020

here is the link to the current application

https://www.birminghamal.gov/wp-content/uploads/2019/10/PEPPERAPP_Building103019.pdf

 

I may not be using Adobe Sign, not sure?  I have set fields up with a role and it set the signature field.  

When I Prepare Form on Flat PDF, I checked this document requires signatures.  

 

I just found the Adobe Sign Tool.  It is asking for recipient emails.    These PDFs I am working on will be displayed on a City Web Page for public use and will not be emailed out individually.  

 

Can I restrict fields without Adobe Sign?  

 

try67
Community Expert
try67Community Expert
Community Expert
April 22, 2020

If you ticked that box then you're using Adobe Sign.

 

It is possible to restrict access to fields, yes, but it's far from a secure solution.

One way is to hide them or set them as read-only until a password is entered by the user, for example.

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