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Inspiring
September 15, 2019
Question

Flattening PDF with digital signatures

  • September 15, 2019
  • 7 replies
  • 60288 views

Can someone explain to me what exactly is 'flattening' a PDF ?  Is it done so a document can't be tampered with?  Why would you need to flatten a PDF?  For printing?  

I was taught to save our documents by Printing to Adobe and told that was flattening, which I've learned now it is also referred to as 'refrying', not a practice supported by Adobe.  The reason we were instructed to 'refry' was so the document could not be tampered with after we save it.  We work with Acrobat so even Optimizing seems like a better alternative, although, I don't think either is necessary.  Several digital signatures are applied to the document but can still be editted after they are applied.  However, I've added a script on my particular form so it locks when the last signature is applied by the manager, which is how I save now.   The other departments are still saving the document by refrying.  As far as I understand, the final digital signature is enough by locking it so it can't be tampered with.  The other departments don't lock after they are signed (for now at least) but I do not think flattening the PDF is necessary, am I correct?  How can I explain that 'refrying' is not good practice?  I kind of understand but I really need help expaining it.  

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    7 replies

    JR Boulay
    Community Expert
    Community Expert
    January 14, 2024

    TBemrose you're confusing flattening and pixelating (which is not a good practice).

    And also, I'm all alone in my head, so please don't refer to me as "they".

     

    Acrobate du PDF, InDesigner et Photoshopographe
    Participant
    January 13, 2024

    I can add this: What Adobe calls "flatten" isn't truly flatten. It's flatten-ish. Every method I've ever found online to flatten a PDF, printing to file, etc., including any Adobe Pro feature with "flatten" in the name, never truly flattens the PDF.

    False --> https://www.adobe.com/acrobat/hub/how-to-flatten-a-pdf.html

     

    @abracadabraJRB alludes to this in their answer when they say "graphics objects". <---- Plural: "objectS". Not flattened. Take any PDF, add an image onto it (like a signature image for example). Apply any so called 'flatten' process, and you can still select the image and even save it externally (which then allows you to start applying that image to other documents - uh oh).

     

    The only way I've found to truly flatten a PDF is to either export it as jpg (or take a screenshot) and then create a new PDF based on that image. Now you can't select that (added/signature) image separate from anything else on the page - everything has truly been flattened into the page / into a single layer.

    Abambo
    Community Expert
    Community Expert
    January 14, 2024
    quote

    The only way I've found to truly flatten a PDF is to either export it as jpg (or take a screenshot) and then create a new PDF based on that image. Now you can't select that (added/signature) image separate from anything else on the page - everything has truly been flattened into the page / into a single layer.


    By @TBemrose

    I can. And depending on the placement of that, it is really easy. In a digital world, signatures should be digital, not graphic. It does not mind what you do, "flatten" or "pixelateing", the signatures will be unverifiable. 😉

    ABAMBO | Hard- and Software Engineer | Photographer
    ls_rbls
    Community Expert
    Community Expert
    September 16, 2019

    Please see slides below:

     

     

    Inspiring
    September 22, 2019

    Digital signatures have been difficult to wrap my head around, however I think I have a pretty good idea how it works after researching everything I can find to death. I've had concerns with the form that I created displaying 'At least one signatures has a problem' and when clicking on signature field 'Signature validity is unknown'. However, several documents I have read say that say this does not mean the signature is invalid, it just hasn't been trusted. Is this correct, do I need to worry about this message? I understand that Adobe does not trust identities by default, which can be resolved by manually trusting the identities, but this needs to be applied to the user's computer. I understand if the signatures were to show as valid on every computer they would have to be trusted by a third party from the Adobe Approved Trust List. However, this is not necessary considering the individual can only apply their self-signed signature with their personal login and password, subsequent a Microsoft Outlook email our organization's ITS department sets up for them. Considering this, is it possible for our ITS department do something that could ensure the signer's identity is added to the list of trusted identities in Adobe so it shows on every computer within the organization? If not, at least I'll know. Thank you!!

    ls_rbls
    Community Expert
    Community Expert
    September 22, 2019
    Hi, yes I believe what you are trying to achieve is using the action wizard with the Enterprise toolkit. There is an option to enable and push the loading of trusted certificates "Enable and Install Silently" . You can get more info here: https://www.adobe.com/devnet-docs/acrobatetk/tools/AdminGuide/advancedconfig.html
    This uses group policy enforcement with a manual option to use feature lockdowns via registry keys and other methods
    ls_rbls
    Community Expert
    Community Expert
    September 15, 2019

    https://helpx.adobe.com/story/help/track-changes-settings.html  <<-------- how to see changes made in a document

     

    https://helpx.adobe.com/acrobat/using/validating-digital-signatures.html <<--------how to validate sigantures applied in a document

    Inspiring
    September 16, 2019
    So I checked the signature panel on a document I saved and all the signatures applied says 'Signature validity is unknown', 'Signer's identity is unknown' etc. I checked out the attachment you sent and went to Preferences/Signatures and 'Verify Signatures When The Document Is Opened' is checked off. I'm lost, how to I made sure the signatures are valid?.
    ls_rbls
    Community Expert
    Community Expert
    September 16, 2019
    When you are validating signatures You have right-click on the signature field, then click on "Show Signer's Certificate". This will bring up another dialogue box; from that dialogue box click on the "Trust" tab. Then on a button below in that tabbed window click on "Add to Trusted Certificates"; tick the check boxes that apply to whatever you want that signature to validate for. Then click OK button. This will bring you back to the previous dialogue box, where you are going to click on "Validate Signature" button again for the validation to take effect. You will notice in the right pane to the left of the screen that the validated signature will now show a green circle with white checkmark icon instead of a yellow triangle with white exclamation mark
    Inspiring
    September 15, 2019

    Thank you so much for the replies, it has been super helpful for me!  I hope this isn't a stupid question, but is there a way to track if any changes were made before the last signature has been applied and locked?  Is there something in the PDF that says if the second or third person prior to signing made some changes?  Just curious

    ls_rbls
    Community Expert
    Community Expert
    September 15, 2019
    Please see links below:
    Inspiring
    September 15, 2019

    There is an option to "Lock" the document after a Digital Signature, and that should be used with the last signature. Note that flattening a signed document will invalidate all Digital Signatures. The Digital Signature itself, if the document is locked, is evidence that the document has not been tampered with -- the signature will be invalid if the document is changed.

    abracadabraJRB
    Inspiring
    September 15, 2019

    Hi.

     

    All you want to know about refrying is in this document, wroten by Leonard R., aka the "PDF father": Refrying PDFs – the good, the bad and the ugly

    ==> https://abracadabrapdf.net/file/Refrying_PDF.pdf

     

    Flatten means merging all form fields and comment into the layout, so they become just graphic objects, loosing their field/comment features.