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Flattening PDF Files and PDF Fields Editable


How to create a flattened PDF file from a document package. This is done to make PDF form fields not editable after generation. 


Step 1

Create a PDF "Flattened" and "Flattened Basic" option.
  1. In Salesforce, navigate to Setup > Create > Objects.
  2. Locate Delivery Option >| PDF Option.
  3. Under Picklist Values, click New
  4. Type the word "Flattened".
  5. Check all checkboxes.
  6. Click save.
  7. Click "Change" next to Controlling Field.
  8. Double-Click "Flattened" under PDF, Separate PDFs, and PDF and Originals
  9. Save.
Repeat this process, using "Flattened Basic" in step 4.

Step 2

The next step is to add the "PDF Options" field on your Delivery Option Page Layout(s).

Additional Information

Flattened documents might still editable by adobe pro users. If this is being used for security reasons, it may not be the best solution.

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Version history
Revision #:
37 of 41
Last update:
‎06-21-2019 02:49 PM
Updated by: