Client has fillable PDFs in Web Access that they hope to open and modify and store back. Besides the Check out/check in method mentioned here https://answers.laserfiche.com/questions/60466/I-need-to-edit-a-fillabel-PDF-file-and-save-it-back-to-LF-with-WebAccess-or-LF-Portable is there any other solution presently available, or something different in the works for future release?
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Hi Bruce,
The method described in the link is the current method to edit fillable PDFs directly. The PDF Viewer does not allow for modifying PDFs due to Adobe restrictions, but offering that functionality is something the Development team is looking into.
To modify fillable PDFs without checking them in/out, you could use Workflow's Fill Out PDF Form activity to update the fields. In this scenario, users could update the PDF's metadata fields, and the workflow would recognize this change and modify the PDF's fields accordingly.
Tanya, thank you for the suggestion on using Workflow. In our case, we are dealing with Signatures being applied to the PDF. Are you aware of any method that a metadata field action could be used to trigger the insertion of a signature on the PDF? They'd have to have a set of the PDF signatures somehow available on the Server to pull from. Any thoughts on this?
The tricky element here is the automatic insertion of the signature. Automated signature capabilities are available with DocuSign through Web Access, Topaz signatures through Forms (configuration details here), and the Sign Document activity that applies a digital signing certificate via Workflow (more details here). Automated PDF capabilities are available in Workflow with the PDF Metadata activity, details here. However, I don’t know enough about Adobe signatures to say whether manipulating a particular PDF metadata item can insert a particular signature. Generally any automation regarding Adobe signatures involves retrieving information (through the Verify Signatures activity) rather than adding information, especially due to the sensitive nature of signatures.