Question

How do I lock a form in Adobe Acrobat Pro9?

Asked by: hhit

I have created a form using Adobe Acrobat Pro 9.  I would like to lock this form so that users can enter data into the form but would not be able to save the original.  They would have to save a copy or print the form.  This is to preserve the original as a template as it will be used 3 to 4 times daily.  Any assistance would be much appreciated.

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Asked On
2009-09-01 at 07:49:14ID24698136
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Adobe Acrobat Pro 9

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Adobe Acrobat

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    Answers

     

    by: netcmhPosted on 2009-09-01 at 07:59:36ID: 25232244

    perhaps you could add script to the Submit button that once it is clicked it will make all fields ReadOnly or Protected? If that is the case, you could also add an app alert asking to Confirm the form is ready to be submitted, because if Submit is clicked accidentally, it would also lock form for submitter.

    Create 3 Textfields and 1 Button. Behind the button, add the following script.

    In my example I ask the question is this form ready to be submitted? If they click on Yes, it will lock (protect) TextField1 and TextField2. If you want them to be ReadOnly, change the access to "readOnly".

    // The following code confirms whether to Lock the form

    var cMsg = "Is this form ready to be submitted? \n\n"
    cMsg += "Select YES to LOCK the form.\n\n"
    cMsg += "Do you want to Continue?\n\n"
    var nRtn = app.alert(cMsg,1,2, "Lock Form?");
    if(nRtn == 4)
    { // A Yes Answer

    //Protects each field

    TextField1.access = "protected";
    TextField2.access = "protected";

    }
    endif;

    Let me know how it goes

     

    by: hhitPosted on 2009-09-01 at 08:15:24ID: 25232420

    Thanks netcmh.  That would be to complicated.  I just want to simply lock the whole form so they can only save a copy.  Any other ideas?

     

    by: netcmhPosted on 2009-09-01 at 08:18:41ID: 25232460

    You can add a script to the document "WillSave" event.  In the script set all the fields to ReadOnly.

    Use something like this.

    this.getField("Myfield").readonly = true;

     

    by: netcmhPosted on 2009-09-01 at 08:19:55ID: 25232480

    Or, Go to the menu option Document->Security->Secure This Document, select Restrict Opening and Editing Using Password. Under the "Permissions" section in the dialog that appears, check the box titled "Restrict editing and printing of the document.  A password will be required to change these permissions settings." Make sure to select what options you want available in the Printing Allowed and Changes Allowed pulldowns, choose a password and click OK.  Follow the rest of the instructions given in the following dialogs.  NOTE: One of the dialogs you will see explains that not all third party PDF viewers will respect this password security, so this is not a fool proof security system.

     

    by: hhitPosted on 2009-09-01 at 09:02:57ID: 25232963

    I tried the option to secure it but it still lets me save the changes to the original form.  One of  the options is to allow filling in form fields.  If I set that to allow, they can enter form data and save it.  If I set it to not allowed, they cannot enter form data at all.  Seems like there is no option to allow to fill in form data but not save it.

     

    by: netcmhPosted on 2009-09-01 at 09:08:30ID: 25233029

    Yes, there is, and that was my first response. Your clients should be able to fill it in, and once they're satisfied, they'd have to hit submit which would lock it up :)

     

    by: hhitPosted on 2009-09-01 at 10:47:31ID: 25233988

    What if I do not want to use a submit button?  I simply want them to save the filled out form to a network share?  I have seen this before where I open a PDF say from a bank.  At the top it will say "you cannot save data typed into this form"
    It then allows me to fill in the form but I cannot save the original.  It will only allow me to save a copy or print.  That is what I want, without anytype of submit button.

     

    by: netcmhPosted on 2009-09-01 at 11:24:00ID: 25234404

    While I discuss this with my colleagues, Why can't you just lock the form and hide the submit button (after it's completed) and send that out?

     

    by: netcmhPosted on 2009-09-01 at 11:26:27ID: 25234427

    To enable your forms to be filled out, open the form in Adobe Acrobat Pro. Select "Enable Usage Rights in Adobe Reader" from the "Advanced" menu.

    You may find that there are still problems, such as, if the user duplicates the form or uses the "save AS" function, they may find their rights disappear.

     

    by: netcmhPosted on 2009-09-01 at 11:27:02ID: 25234435

    To allow those using Adobe Reader to save a filled-in form, in Acrobat Pro 9, choose Advanced > Extend Features

     

    by: hhitPosted on 2009-10-01 at 10:18:40ID: 25470942

    I figured this out.  It was allowing edits because all users were using full blown version of Acrobat.

    20120131-EE-VQP-002

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