When a document should be flattened
Flatten a PDF right before you send or archive it, especially a completed form, a signed agreement, or a marked-up draft you want to preserve as a record. It is the answer to the common problem of form answers or signatures showing up in one program but vanishing in another, or of a recipient accidentally clearing a field. Flattening also locks annotations so a reviewer cannot quietly move or delete a comment. If a document is final and its current appearance is what matters, flattening guarantees that everyone sees exactly the same thing.