When using a PDF FILLABLE form, the user must lock or “flatten” the PDF document after completing the form fields to ensure the document can be viewed on all devices and to prevent other users from manipulating or editing the information. Flattening is also recommended when you add an electronic signature to a PDF document. This adheres the signature to the document so that the signature doesn’t move or accidentally get deleted.
When submitting a document electronically via EDEXOne for mailing or filing, our system will flatten a document for you. However, flattening your document prior to any type of upload will ensure an added level of security and accuracy.
Follow the steps below to flatten a completed form.
- Right click on document and select Print or select File and select Print.
- Select the PDF PRINTER option.
- Select OK.
- Specify location to save the flattened version of the form.
- Select Save.