Introduction

By default, PDF files produced by Spindle Document Distribution and Spindle Professional are protected from having data extracted from them and having changes made to them. This ensures that the document cannot be modified by the recipient. 

However there are occasions when it is required that data be extracted from the PDF or for the recipient to make modifications to the document. 

To allow this, Spindle Document Distribution has options that can be set globally or per document operation.

Versions Applicable

• Spindle Professional
• Spindle Document Distribution

Solution

To allow content extraction option and page extraction please ensure the options under default security are ticked in Spindle Document Distribution Tools, User settings>Email Settings:

This setting will apply to all documents sent via Spindle Document Distribution, unless the options are reverted in the operation settings.

To specify that documents should be editable or selectable on an operation basis, there are options in 

Document Automation>Email Settings>Advanced tab (for PDFs sent via email):

NOTE: For these settings to take effect, you must select PDF from the 'Attachment Type' dropdown menu.

And in Archive Manager>[Archive Name]>PDF Settings (for Archived documents):

Opening the document in Adobe Acrobat (File>Document Properties) shows that the file is editable:

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