Revu allows you to either lock or flatten markups to prevent them from being accidentally moved or edited, but how do you know which one to use, and why?
The answer lies in what you’re trying to achieve: Are you trying to turn the markups into a permanent part of the document’s content that can never be edited? Or, do you simply want to keep the markups from being unintentionally modified or deleted?
To help you make the decision about which to use and when, let’s first go over the differences between the Lock and Flatten functions and their advantages.
The main benefit of a locked markup is flexibility: individual markups can be toggled between locked and unlocked states at any time. The locked state can be activated by either right-clicking the markup and selecting Lock or via the Lock column in the Markups List. While locked, a markup cannot be changed or deleted — though certain functions such as status changes, replies, exporting and copying are still available. Markups can be locked individually or in a group.
To learn more about how to lock your markups, please refer to Creating and Editing Markups
Whenever markups are flattened, Revu merges them into the content layer of the PDF. After this process, changing or modifying your markups is impossible, and they will no longer appear in the Markups list.
While you can right-click on an individual markup and flatten it, you can’t unflatten individual markups. The process of unflattening will affect all markups on a page.
To learn more about flattening and unflattening markups, please refer to Flattening Markups.
Although enabling the Allow Markup Recovery option in the Flatten Markups dialog box allows you to unflatten markups, the functions listed below will alter the content and prevent flattened markups from being recovered.
If you intend on using any of the above processes with your document, it’s recommended that you unflatten your markups before doing so. This will ensure that you still have editing capabilities over them afterwards.
Flattened Form Fields cannot be unflattened under any circumstances.
Based on the advantages and differences between the Lock and Flatten features, consider the following points when choosing a workflow for managing your markups.
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