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brennanyoung
Participating Frequently
September 29, 2022
Question

How to "lock" a PDF form, and maintain accessibility?

  • September 29, 2022
  • 2 replies
  • 348 views

Our use case is this.

Document contains form fields for salesman contact info.
We want the salesman to provide these details, and then "lock" the document, before sending off to the customer.

I have looked at various articles about "locking" PDF forms (most of which are quite confusing), so I assume this is a solved problem.

What I am unsure about is: How do I make sure that the salesman doesn't screw up our immaculately arranged semantic tags, read-order and other accessibility features. Is there a way to "force" the output to tagged PDF/UA with the correct PDF/UA flag? (Assuming that the original document was well-formed PDF/UA).

After working hard to create an accessible PDF, we want the "salesman" step to "touch" it as little as possible. Any suggestions?

This topic has been closed for replies.

2 replies

try67
Community Expert
Community Expert
September 29, 2022

Have them digitally sign the file when they're done with it. You can do it using a Digital Signature field, or even just using the Fill & Sign tools in the application itself. Make sure to tick the box to lock the document when signed, though.

Legend
September 29, 2022

The term "lock" doesn't mean anything specific, and many people have used different tools to do different things. All of those things are likely to destroy accesssibility. Also, none of them actually achieve any protection at all, so I wouldn't bother. Really, trying to stop a customer editing is a total pointless exercise. They can use other software that doesn't respect security settings, or just scan to create a fake then edit. You need to focus on DETECTING change, not the impossible target of preventing it.