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Question

Saving PDF Changes (Especially Signatures)

asked on November 2, 2015

I am having trouble saving changes that I make to a PDF to Laserfiche. I have read other articles on Answers but they don't really describe a solution to my particular problem.

Windows version: 8.1

Laserfiche version: 9.2.1.562

Adobe Acrobat X Standard version: 10.1.16

  1. I drag and drop a PDF to Laserfiche. Workflow takes over, but only applies a template, renames it, routes it to another folder, and sends an email notification.
  2. I then open the document from within Laserfiche. It opens in the embedded viewer. Here's a screenshot:
  3. Right now section 1 is all I'm trying to complete. I want to check the box "Yes" under Recommended, and then I want to use Adobe's digital signing to add my signature to that first box on the right.
  4. I understand that once this is done, I must save the PDF first. It prompts to save a temporary file, but the location is my desktop. I don't know if this is okay, or if the location is to point somewhere else. If it should point somewhere else, I don't know where to set that up.
  5. After saving, Laserfiche does NOT prompt me to overwrite or save as a new version or anything, like it should. Even the Save icon in the top left is still grayed out. 

 

The real key here is that signature field. I have to have a digital signature there. And since it's not saving the signature, or any other markups in the PDF, validating doesn't help, and this process is not working for my client.

Please help.

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Answer

SELECTED ANSWER
replied on November 2, 2015

The edoc pane in the LF document viewer is meant as a read-only viewer. To save changes to the pdf, edit the electronic file from the folder browser.

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Replies

replied on November 2, 2015

That worked... I had to do these steps:

  1. Right-click on the document and choose Open --> Edit Electronic File.
  2. It opens in Adobe, and I make my edits.
  3. I go to the file menu and choose Save, then just close the window.
  4. Laserfiche then prompts me to save as a new version.

 

Thank you for your help on this!

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replied on November 2, 2015
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