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1015083: Removed Flatten in signature-workflow
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Document-Processing/PDF/PDF-Viewer/react/digital-signature/signature-workflow.md

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@@ -109,18 +109,6 @@ const signedBytes = await document.save('signed.pdf');
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document.destroy();
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```
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4. **Finalize by flattening**
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Set `PdfDocument.flatten = true` to make annotations and form fields permanent. (The Viewer UI itself does not flatten; use the PDF Library in your pipeline.)
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```ts
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import { PdfDocument } from '@syncfusion/ej2-pdf';
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const doc = new PdfDocument(signedBytes);
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doc.flatten = true; // flattens annotations and form fields
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const finalBytes = await doc.save('final.pdf');
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doc.destroy();
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```
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N> For sequential or multi‑user flows and digital signature appearances, see these live demos: [eSigning PDF Form](https://document.syncfusion.com/demos/pdf-viewer/react/#/bootstrap5/pdfviewer/esigning-pdf-forms), [Invisible Signature](https://document.syncfusion.com/demos/pdf-viewer/react/#/bootstrap5/pdfviewer/invisible-digital-signature) and [Visible Signature](https://document.syncfusion.com/demos/pdf-viewer/react/#/bootstrap5/pdfviewer/visible-digital-signature) in the React Sample Browser.
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## How‑to guides
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N> To preview visual differences, check the [Invisible Signature](https://document.syncfusion.com/demos/pdf-viewer/react/#/bootstrap5/pdfviewer/invisible-digital-signature) and [Visible Signature](https://document.syncfusion.com/demos/pdf-viewer/react/#/bootstrap5/pdfviewer/visible-digital-signature) in our Sample Browser. Digital Signature samples in the React sample browser.
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### Finalize a signed document (flatten/lock)
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### Finalize a signed document (lock)
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After collecting all signatures and passing validations, **flatten** the PDF (and optionally restrict permissions) to prevent further edits. Use `PdfDocument.flatten` when saving the file.
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After collecting all signatures and passing validations, **[Lock](https://help.syncfusion.com/document-processing/pdf/pdf-library/javascript/digitalsignature#lock-signature)** the PDF (and optionally restrict permissions) to prevent further edits.
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## Signature Workflow Best Practices (Explanation)
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![Reviewer using highlights and comments](../images/highlight-comments.png)
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- **Approver** – Ensures feedback is addressed and signs when finalized.
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![Signature Image](../images/handwritten-sign.png)
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- **Final Approver** – Verifies requirements, then [flattens](../document-handling/preprocess-pdf#flatten-form-fields--annotations) or [Lock Signature](https://help.syncfusion.com/document-processing/pdf/pdf-library/javascript/digitalsignature#lock-signature) to make signatures permanent and may restrict further edits.
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- **Final Approver** – Verifies requirements, then [Lock Signature](https://help.syncfusion.com/document-processing/pdf/pdf-library/javascript/digitalsignature#lock-signature) to make signatures permanent and may restrict further edits.
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N> **Implementation tip:** Use the PDF Library’s `flatten` when saving to make annotations and form fields permanent after the last signature.
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N> **Implementation tip:** Use the PDF Library’s `flatten` when saving to make annotations and form fields permanent before the last signature.
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### Multi‑signer patterns and iterative approvals
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- Route the document through a defined **sequence of signers**.
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- Use [comments and replies](../annotation/comments#add-comments-and-replies) for feedback without altering document content.
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- For external participants, share only annotation data (XFDF/JSON) when appropriate instead of the full PDF.
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- After all signatures, **flatten** to lock the file.
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- After all signatures, **[Lock](https://help.syncfusion.com/document-processing/pdf/pdf-library/javascript/digitalsignature#lock-signature)** to lock the file.
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N> Refer to [eSigning PDF Forms](https://document.syncfusion.com/demos/pdf-viewer/react/#/bootstrap5/pdfviewer/esigning-pdf-forms) sample that shows two signers filling only their designated fields and finalizing the document.
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@@ -217,7 +205,7 @@ N> Refer to [eSigning PDF Forms](https://document.syncfusion.com/demos/pdf-viewe
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- **Secure endpoints:** Protect PDF endpoints with token‑based access and authorization checks.
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- **Audit and traceability:** Log signature placements, edits, and finalization events for compliance and audits.
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- **Data protection:** Avoid storing sensitive PDFs on client devices; prefer secure server storage and transmission.
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- **Finalize:** After collecting all signatures, flatten or lock to prevent edits.
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- **Finalize:** After collecting all signatures, lock to prevent edits.
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## See also
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- [Create and Modify Annotation](../annotation/create-modify-annotation)

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