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Flatten markups in the Online Viewer

Flatten your markups to protect your documents from unintended changes.

Markups such as highlights, comments, shapes, and stamps which normally reside on an annotation layer, can be flattened into the static content layer. This locks markups in place to preserve the integrity of the document, ensuring that markups do not get accidentally changed. 
 

Things to note:

  • Only PDF files are supported.
  • Select up to 200 documents to be flattened.
  • Only the latest version of the document can be flattened. If you select a historic version for flattening, the system will automatically select the current version.
  • Files that do not contain markups, are already flattened, do not follow PDF standards, or have corrupt markups will not be flattened.
  • Digital Signatures are not flattened. This ensures the integrity of the certificate.

Tip!

This feature is available from the July 2025 release. See release notes.
  1. From your workflow transmittal, view the documents in the register by clicking View Documents in Register - Latest Versions.

Tip!

Alternatively you can search for the documents you want to flatten and select them.
  1. After selecting the documents, click Tools and select Flatten Stamps and Annotations.
  1. You'll see a confirmation message. Click Proceed.
  2. You'll receive an in-app notification once the process completes.
  1. Click the notification to view the Excel summary to see which documents were successfully flattened. A new version will be created for the successfully flattened documents.

 

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