RE: Customized PDF with User Name

Subject: RE: Customized PDF with User Name
From: Gabrielle Kirsch <G -dot- Kirsch -at- F5 -dot- com>
To: Paul Hanson <twer_lists_all -at- hotmail -dot- com>, "techwr-l -at- lists -dot- techwr-l -dot- com" <techwr-l -at- lists -dot- techwr-l -dot- com>
Date: Tue, 16 Apr 2013 17:43:13 +0000

Paul-

You pretty much got it. It was intended as a security measure. These are highly confidential documents, so we were looking for a way to track each instance of the document to protect our intellectual property. The watermark was placed on every page (not just the first). If the user downloaded the document and then left it behind, it would have their name striped across the each page and the document could be traced back to them.

Of course there were workarounds and if someone REALLY wanted to remove their name it wouldn't be that hard. But it helped "keep honest people honest."

Problem was, these were a few documents accessed by a limited group of users. So this requirement was not seen as a high priority when switching systems. And we did have some valid reasons for moving away from Savo. I am now doing this work manually (using an Acrobat batch process) but this is not a scalable solution I would like to find an automated process.


-----Original Message-----
From: techwr-l-bounces+g -dot- kirsch=f5 -dot- com -at- lists -dot- techwr-l -dot- com [mailto:techwr-l-bounces+g -dot- kirsch=f5 -dot- com -at- lists -dot- techwr-l -dot- com] On Behalf Of Paul Hanson
Sent: Tuesday, April 16, 2013 7:41 AM
To: techwr-l -at- lists -dot- techwr-l -dot- com
Subject: RE: Customized PDF with User Name

Is this a situation where:

1) a cool trick was discovered in Savo
2) it was implemented
3) users got used to it
4) switch was made to a different tool that doesn't have this
functionality and/or it was never identified as a must-have requirement for the new tool
5) new tool was implemented
6) users expected to see their name on the first page
7) it's not there so you now have to figure out a way to satisfy this
pseudo-requirement

I would love to hear the backstory regarding this requirement. I'm trying to wrap my head around why this would be a requirement.
Is the only difference in content between what User A gets and User B gets is their name on the first page? Is there some sort of processing where specific content *based* upon user ID is included / excluded?

Paul Hanson
Senior Technical Writer
blog: http://prhmusic.blogspot.com
Twitter: @phrmusic - follow me!



-----Original Message-----
From: techwr-l-bounces+twer_lists_all=hotmail -dot- com -at- lists -dot- techwr-l -dot- com
[mailto:techwr-l-bounces+twer_lists_all=hotmail -dot- com -at- lists -dot- techwr-l -dot- com] On
Behalf Of Gabrielle Kirsch
Sent: Monday, April 15, 2013 10:04 PM
To: techwr-l -at- lists -dot- techwr-l -dot- com
Subject: Customized PDF with User Name

My company previously used a Savo-based document repository. One nice
feature was that I could create a PDF and drop in a token
(<%SAVO.user.lastname%>) that forced the user's last name to appear on the
front page of the document.

We no longer use Savo, and our new document repository doesn't support this
feature. Has anyone seen this type of funcitonality in Sharepoint or in
antoher system? Or inherently in Acrobat? It must be the name of the user
who is downloading the document so that each version is customized with the
name of the person who is using the document.

I am open to any ideas that are not too costly and that allow the documents
to stay securely behind our firewall.

Thanks.
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References:
RE: Customized PDF with User Name: From: Paul Hanson

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