You have a document that contains sensitive content, and you want that content to be displayed only if users have agreed to a set of terms and conditions.
PDF content is available without conditional access, which is not desirable as content needs to be hidden until users agree to specific terms and conditions.
You can use a 'click-wrap' to resolve this issue. 'Click-wrap' is a term used for a page/wrapper on documents that is visible to all users. It presents terms and conditions that users must agree to before the sensitive content is displayed. It is common to add two buttons to documents in order to create a click-wrap - one that users can click to agree to the terms and conditions, and one that they can use to decline them.
The terms and conditions should be made available either on the first page of the document, or as a separate document. It can be an attached document or a link to a web page with the terms and conditions.
The simplest approach to do this is to create a link object with an action to open a web page or document. In order to do this it is necessary to place a "Link Object" on the page, typically at the same coordinates as some related text:
then click the "Advanced" button:
This opens a dialog box through which it is possible to select the desired action, which could be a link to a page in the document, another file, an embedded document, or a web page. In this example we will use a web page.
Enter the URL of the terms and conditions page:
Click OK to set the action:
If you want to set some visual properties to make it clear that the link is to the terms and conditions, then select the link object and open the properties pane (CTRL+`):
The link object is set to the same coordinates as the related text in this example. Note that the ISO PDF Specification does not allow for hypertext, where the link attributes are associated with the text. Therefore, having a link object and text share coordinates on a page is the closest that one can get to hypertext. If you want the text to look like a clickable link then you will need to modify the properties of the text. In this example the text is set to to blue with an underline, which matches the default style for links:
This is how it will appear when the link and text appearances are set:
This example will open an attachment when users click the 'Agree' button. Note that there is no mechanism in the PDF ISO specification to create security on optional content that can be accessed via a click. The means that experienced users can bypass PDF-based click-wrap solutions. This example is consistent with most PDF-based click-wrap solutions available in common PDF applications.
Open the attachments pane and add the content as an attachment:
Click in the attachments pane, then add the document to be opened when the Agree button is clicked:
Select the button/link object and open its properties, then set an 'Action' to open the attachment when it's clicked. In this example "Go to a page in Embedded Document" is selected:
Select "This Document":
Click '+' to browse to the embedded files and select the document:
Specify the desired zoom level and page, then click 'OK':
The document will then be detailed in the Edit Action List:
When users subsequently click the "Agree" button it will open the attached document.
You can create the button using a link object with the same coordinates as some existing text or a graphic, as detailed above. This example will use a button from the tools available in the Form tab of PDF-XChange Editor. Both approaches create a button that can be clicked in order to call an action using an 'Execute a Command' option:
This example will use the "Close" command to close the active document. Add a new "Execute a Command" action to the action list:
And select "Close" from the list of available commands:
It will then be listed in the Edit Action List for the button/link object:
Click OK to close the dialog box. The click-wrap is then ready to use.
The PDF used in this example is available here: https://www.pdf-xchange.com/ExampleClickWrap.pdf
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