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    ALERT: This site will be decommissioned at the end of December 2018. All existing and new Nintex knowledge content will be available within the new Knowledge Base area of the Nintex Community site. 

    Nintex Knowledge Base

    Flattening PDF Files

    Status: Validated

    TOPIC
    How to create a flattened PDF file from a document package.
    INSTRUCTIONS

    Step 1

    Create a PDF "Flattened" and "Flattened Basic" option.
    1. In Salesforce, navigate to Setup > Create > Objects.
    2. Locate Delivery Option >| PDF Option.
    3. Under Picklist Values, click New
    4. Type the word "Flattened".
    5. Check all checkboxes.
    6. Click save.
    7. Click "Change" next to Controlling Field.
    8. Double-Click "Flattened" under PDF, Separate PDFs, and PDF and Originals
    9. Save.
    Repeat this process, using "Flattened Basic" in step 4.

    Step 2

    The next step is to add the "PDF Options" field on your Delivery Option Page Layout(s).
    ADDITIONAL INFORMATION
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