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How to generate form-based and locked PDFs with FileMaker (off?)
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How to generate form-based and locked PDFs with FileMaker (off?)


  • Subject: How to generate form-based and locked PDFs with FileMaker (off?)
  • From: Tom Robinson <email@hidden>
  • Date: Fri, 01 Oct 2004 11:58:51 +1200

Kia ora, Hi, folks,

I'm planning a system for a customer and need some advice on the best approach.

They're wanting an *automatic* way to generate a reasonably standard set of PDF documents for each customer (think standard document with customer's name in title and footers), which they will then e-mail or put on CD. The documents are currently in Word but could be moved to a different product (my preference!)

I'm thinking a FileMaker database may be better for controlling the PDF generation and any customisable text (plus integrate with a FM customer database).

The trick part is they want parts of the PDFs to be locked (print only, no copying text) to make wholesale stealing of their work harder (they realise it won't be foolproof); and parts to be form-based (i.e. customer fills in the blanks and then saves and prints).

1. Am I right in assuming you can't lock just parts of a PDF? (so I'll need to do the documents in sections of both locked and unlocked.)

2. What would I use for getting the text (with formatting) out of FileMaker and into locked PDFs with form fields?

3. Am I limiting myself by using FileMaker for the source? Maybe something like InDesign would be better, with an AppleScript to insert the customer's name on each page?

They're Windoze fans but I should be able to convince them an OS X based solution is best. It's a new business, so volume will be low (maybe one a day to start), and funds are tight 8-)

I know lots about FileMaker, reasonable AppleScript, something about how PDFs are made, and no InDesign. Always keen to learn though.

Hope this isn't too off-topic, I imagine the solution will involve AppleScript!

Thanks for any pointers.
--
Great leaders are rare, so I’m following myself
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