Prerequisites

Important notice:

Only documents in PDF format can be selected. Furthermore, in some cases of "intelligent" PDF forms (protected forms, with form fields, etc.) the behavior is not as expected since when the document is uploaded the filled-in information is lost and therefore the content is not the same and the copy cannot be made.

The issue has been detected with Adobe XFA forms, when they have certain protection policies enabled. It is difficult to predict which of these forms will work well and which will work poorly since we do not know in detail which precise protections are causing LiveCycle to fail.

With similar documents to those we have encountered, specifically the same AEAT form 145, what we had to do is:

  • Option 1: Print the paper document and make a true copy of the paper document
  • Option 2 (recommended): Print the document as a PDF, using a PDF printer such as “PDF Complete” or “Primo PDF” and make an authentic copy of this document. This option preserves the text of the document, that is, it does not convert the document into an image and therefore can be considered a more faithful copy of the document, although this also suffers a small alteration, since the font used for the form values is pixelated.

Select the document

Once inside the component, the user, to generate an authentic copy of an original document in electronic format, simply click on the PDF button in the upper left.
A window will then open to select the document of which you want to generate a copy.

  Once the document has been uploaded, the application shows you a view of it, with the possibility of zooming in or out, but it does not allow any type of editing of the document.

Copy generation

To generate the authentic copy, the user simply has to click on the icon:

If you want, you can also re-upload a different document or cancel the action.

In the event that the signature must be performed using a certificate installed in the user's local certificate store, a pop-up will appear to choose the digital certificate:

If everything works correctly, the service generates the authentic copy and the application allows:

  • Accept (which means the copy will be saved in the application). Recommended option
  • Cancel the process (implies that the copy will not be saved)
  • View the PDF copy in the browser
  • View an XML with metadata in the browser

If you click the OK button, you return to the web application where the already saved copy is displayed: