The Document Security settings control how documents are protected when they are downloaded by or emailed to recipients.
Select a setting's check box to turn it on, or clear the check box to turn it off.
| Setting | Description |
|---|---|
| Flatten documents for recipients | Ensures that documents downloaded or sent via email to recipients will be flattened (read-only) before being sent. If this feature is enabled, such documents will always be flattened. If this feature is disabled, documents will: (1) be flattened if the transaction has not been completed; (2) remain active if the transaction has been completed. |