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Indicate the stages in a document based process (create, attach, and flatten stamps)

 

When there is more than one person can work on the same document, using comments and stamps can be useful to pass information back and forth and increase the efficiency of workflow processes in the workplace. This month, we’re going to share 3 scenarios on how to use the PDF stamp tool to share information with others.



Insert a Check Mark

 

You can place a “Sign Here” stamp on the contract or agreement to let the signee know where to edit. Then delete it later after the document is signed.

  1. Open the PDF and click on the “Stamp” Tool
  2. Find the “Sign Here” stamp from the “Standard” tab
  3. Place the stamp on wherever it’s needed


201912_PDF_Mac_Standard_Stamp50_.gif

 

Indicate the Stages of the Process

 

You can insert a custom stamp with the time and date information. This can be especially helpful when you are marking an invoice through the “Received,” “Approved,” and “Paid” stages of the process.

  1. Switch to the Custom tab under the “Stamp Tool” page
  2. You could choose to create either an image stamp or a text stamp (using “Text Stamp” as an example)
  3. Enter “Paid” in the text field and choose the shape you would like it to be
  4. Then toggle the time and date sections on (optional)
  5. Click “Add” and place the stamp onto the PDF 

 

201912_PDF_Mac_Custom_Stamp50_.gif

 

Make the Stamps Uneditable

 

If the stamp is important and you want it to be a permanent part of the document, you can create a flattened copy to make it uneditable.

  1. Click “File” on the top menu bar
  2. Choose “Save as Flattened PDF”
  3. Select a destination to save the new copy

 

201912_PDF_Mac_Flattened_Copy50_.gif

 

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2 Comments

  • 0
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    Research Cooperative

    It would be nice if the menu item "Save as flattened PDF" could show a contextual help box that explains what the purpose of making a flattened PDF is. When I look in the Help search box, it only leads me to the menu item. It gives no help to understand the function of the menu item.

    Looking at this from the other direction, if I wanted to find a way to "prevent editing" of a pdf, or a signature stamp, the help button does not provide any information related to the phrase "prevent editing".

     

  • 0
    Avatar
    Gina

    Hi Research Cooperative,

     

    Thanks for the suggestion. Saving a flattened copy aims at protecting the annotations from being editing, especially when you want to share some important information with others, and the "Flatten" function will apply to all annotations you added on the PDF. If you still have questions, please feel free to contact us at support@kdanmobilesupport.zendesk.com. We'd be happy to assist you. :)

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