Attach the Native Word File to a PDF Before You Send It

When I send a training agreement to a client, I’ll create the agreement in Word, create a PDF of it, and email both of the documents together. (I’m using Adobe Acrobat 7.0.)

  1. From the open PDF, click the Document menu, Attach a File.
  2. Browse to find the file you want to attach, and double-click it.
  3. Add other files as needed. You’re not limited.

Important: Once the attachment(s) is in place, you can change the PDF Options to show them by default (you’ll see an Options drop-down arrow on the right side of the screen near the scrollbar where the attachments start).

Why do I send the Word file along with the PDF instead of just the Word file? Because I want to ensure the file is formatted the way I intended (the PDF). The recipient can open the attachment in Word if they need to make changes* (it’s easier in Word than on the PDF).

*Client Changes
If the client needs to make changes, they’ll do so in Word. When they return the file, I need to see, accept, or reject any changes they’ve made. To do this, I turn on Track Changes in the Word document before I attach and send it (in Word, click the Tools menu, Track Changes. See Word Help for more information).

Set Security in PDF
To prevent changes to the PDF, set the security level with a password (click the Document menu, point to Security, click Secure This Document, then click Restrict opening and editing this document using passwords, follow the prompts, and set as desired).

Note: I used this technique to create a product that is a combination of Word documents and PDFs (instead of mailing a CD).

Leave a Reply

Your email address will not be published. Required fields are marked *