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How to Set Up PDF Stamping on your PDFs

pdf stamping template

PDF Stamping is a brilliant method to prevent your customers from sharing digital downloads with others. Of course, it only works on PDF files, but you can learn more about preventing customers from sharing other types of digital downloads here.

If you want to learn more about selling PDFs, check out our tutorial on how to sell PDFs on Shopify.

Below is a video showing a stamped and locked PDF so the customer cannot remove their personal details. Preventing them from sharing the PDF with others because their identity is attached.

What do I need?

Which plan do I need for this feature?

For the Downloadable Digital Assets app, you will need:

  • The Starter plan to use a single PDF Stamping template
  • The Scale plan or higher to create unlimited PDF Stamping templates

Troubleshooting

If you have set up PDF Stamping but are running into issues, please check our PDF Stamp troubleshooting guide.

Limitation of 100MB to use PDF Stamping

Please note that there is a maximum file size of 100MB to use PDF Stamping. If you want to compress your PDFs, you can do this here on Adobe’s PDF Compression page.

It will be able to compress your PDF to less than 100MB while maintaining the quality. Adobe invented PDFs, so this service is the best you can get.

If you did compress your PDF, you could use the ‘Replace asset‘ button to replace the PDF. This will replace the current PDF, so you don’t need to do anything else. You will be asked if you want to inform customers of an updated file, but that’s up to you to say Yes or No.

adobe pdf compressor page

The variables you can use

Our PDF Stamp allows you to place multiple dynamic variables, such as:

  • Customer’s email – {{email}}
  • Customer’s full name – {{name}}
  • Order number – {{orderNumber}}
  • Order date – {{orderDate}}
  • Order expiry date – {{orderExpiry}}

Customer’s email

The customer’s email address will be used on the PDF stamp if you use this variable.

Customer’s full name

The customer’s full name will be included on the PDF stamp if you use this variable.

Order number

The order number that is given to the customer.

Order date

The order date is straightforward. This is the date that the customer placed the order.

Order expiry date

The order expiry date is when the order’s downloads will expire. You can set this date by going to the limitations page and setting how many days it takes for the order to expire. Go to Settings > Limitations > add an Order expiry.

order expiry

How do I set the stamp to specific pages?

You can do this by using the “Pages” box. You will need to use either format listed below:

  • Using format “1-10” e.g. 2-4
  • Choosing a single page. e.g. 4
pdf stamp page box

How to add PDF Stamping to an individual PDF

Ensure you have the Downloadable Digital Assets app installed on your Shopify store.

It’s really easy to get set up with PDF stamping. All you need to do is:

1. Go to your PDF asset

Upload the PDF if you haven’t already

I am assuming that you have already uploaded your PDF. If you haven’t, you can do this by:

  1. Go to the ‘Assets‘ page
  2. Click on the ‘Upload new asset‘ button
  3. Then upload your PDF

Find the PDF Stamp setting on the asset page

On the PDF asset page, you will see an option for ‘PDF Stamping‘. You can either use the default template or you can create your own, depending on the plan you’re on.

pdf stamping

2. Edit or create a PDF template

It’s possible to edit your PDF templates by clicking on the link in ‘Edit your PDF templates here‘.

edit pdf template

Now click on “Edit” on a template you would like to customise or click “CREATE NEW TEMPLATE” if you want to create one.

pdf templates

Here you can customise all of your settings. You can even lock the PDF so your customers cannot remove their personal details. This prevents the customer from wanting to share the PDF files with others.

pdf template

3. Apply the template to your PDF

Once you have created your template, go back to your PDF asset.

Here you can choose the template you want, then you can click the ‘Update‘ button to save.

save your pdf template

4. Test PDF stamping with a test order

Place a test order on Shopify and see if the stamp applies to the PDF.

If it doesn’t, please go to our PDF troubleshooting guide to see if you have set it up correctly.

How to set a global PDF template for all PDFs

You can do this by:

  1. Go to “Settings” in Downloadable Digital Assets
  2. Go to “Edit PDF templates
settings > edit pdf
  1. Customise a template. For example, we are going to use the “Default” template
  2. In the PDF templates box in the red box below, choose the template that you want to set as the global template for all PDFs
pdf templates
  1. Choose the relevant setting that suits you
choose the global setting
  1. Click “Save

Video tutorial to sell PDFs & set up PDF Stamping

Read more