For filers using fillable PDFs, you must lock or flatten the PDF document after completing the form fields. This ensures the document can be viewed on all devices, and prevents others from manipulating or editing the information.

Additionally, if a user creates a PDF using DocuSign, they will want to also flatten the document as the software many Odyssey eFileCA courts use have a conflict with the metadata DocuSign adds. It prohibits the court from adding a file-stamp to the document upon acceptance.

Quick Steps to Flatten PDF Forms on a PC Computer

  1. Open the PDF in Acrobat DC
  2. Add/edit/review your information in the fields if needed
  3. Choose File > Print
  4. Select the PDF printer
  5. Select OK
  6. Specify a location on your computer to save the printed (flattened) version of the form, and then select Save

Quick Steps to Flatten PDF Forms on a Mac Computer

  1. Press Command (⌘) and the Spacebar to bring up Spotlight Search
  2. Type Preview in the field and click the Preview Icon to open that program
  3. Open the document in Preview
  4. Add/edit/review your information in the fields if needed
  5. Choose File > Print or press ⌘P to bring up the Print menu
  6. Click the Show Details button if that option is not selected under the document image
  7. Click the PDF dropdown below Copies per page field, and select Save as PDF to save your printed (flattened) document. Use a new file name to keep it separate from the original one (ie. flatteneddocument-v2.pdf)