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Creating A PDF Document With A Clickthrough Disclaimer

- The document provides guidance to PwC engagement teams on creating PDF documents with click-through disclaimers. - It outlines the process which requires engagement teams to submit 3 documents to the PwC Design team: the final report, click-through wording document, and JavaScript. - The PwC Design team will then combine the documents, tailor the JavaScript, add it to the PDF, secure the document with password protection, and test the JavaScript functionality before handing it back to the engagement team for final quality checks.

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dalhia tshimbombo
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
94 views

Creating A PDF Document With A Clickthrough Disclaimer

- The document provides guidance to PwC engagement teams on creating PDF documents with click-through disclaimers. - It outlines the process which requires engagement teams to submit 3 documents to the PwC Design team: the final report, click-through wording document, and JavaScript. - The PwC Design team will then combine the documents, tailor the JavaScript, add it to the PDF, secure the document with password protection, and test the JavaScript functionality before handing it back to the engagement team for final quality checks.

Uploaded by

dalhia tshimbombo
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 19

How to create a

PDF document with


a click-through
disclaimer
November 2020
Introduction
A reminder to engagement teams
__________________________
The way we create Adobe PDF documents (e.g. reports/ deliverables) with a click-through
disclaimer has changed. Now these PDF documents include a JavaScript window with the
click-through disclaimer instead of embedding buttons to the document.

• Engagement teams must read the applicable guidance prior to requesting the PwC
Creative & Visual Design (“Design”) team to create a PDF deliverable with a click-through
disclaimer included.

• It is the responsibility of the engagement team to assess whether the PDF click-through
mechanism is suitable in the context of their engagement and whether the engagement
letter and the final report contain the appropriate wording to facilitate a click-through
disclaimer.

• The engagement team will also be responsible for ensuing they provide the appropriately
updated final documents to the PwC Design team and checking the final output for quality
and accuracy prior to issuing that to the client.
Introduction
What do you need in order to create an PDF deliverable with a click-through disclaimer?

The engagement team is required to submit the following 3 documents to the PwC Design team
together with their ServiceNow request:

• The final signed report ready to be converted into a PDF deliverable;


• Appropriately tailored Click-through wording document (use the one applicable based on
the type of the report (e.g. controls assurance, non-statutory audit)
• Appropriately tailored JavaScript (the highlighted elements tailored to include the
engagement specific details such as the client name and report reference dates).

Who should process/ prepare the PDF click-through document?


Our default position is that the PwC Design team should be employed to prepare these.
However, in case of emergencies and the PwC Design team cannot meet the engagement
team’s deadline, the engagement team may set-up the click-through (if they have the appropriate
Adobe PwC licensed software) by carefully following this guidance.

PwC
Preparing the documents
Preparing the documents….
• Make sure you have all the 3 documents referred to in slide 4 above, prepared and
saved in one location before you begin the process.

• First, convert the “final deliverable” into a PDF document if the engagement team
has submitted a MS Word version of the final signed version of the report. If the
engagement team has submitted a PDF version of their final signed report, you may
skip this step.

• Convert the tailored “Click-through wording” document into a PDF.

• Now combine those two PDF documents (the “Final Deliverable” PDF and the
“Click-through wording”) into one document. The “Click-through wording” page must
be the first page (see the attached example).

PwC
Combining the documents….

Once the combined document is ready save it using an


appropriate file name in a secured location.

PwC
Adding the JavaScript
Adding the JavaScript
• Tailor the JavaScript document by updating the highlighted text locations with
appropriate engagement specific details (i.e. the client name and the dates).

• We suggest that you carefully insert the applicable text into the space provided
between the red square brackets first and then delete those red square brackets.
Please do NOT to edit any other part of the JavaScript, as it may prevent the
JavaScript from functioning as intended.

• You can now add the pre-prepared JavaScript to the PDF document.

PwC
Right click on the PDF document you prepared and saved and click
on the “Edit with Adobe Acrobat” option.

When the document opens up on the “Editable” mode, select the


JavaScript from the “Tools” tab. Alternatively you can also use the
Search function by clicking on the search bar and typing “JavaScript”.
When you locate the “JavaScript” function, open it.

PwC
When the JavaScript menu opens, click the “Document JavaScript”
button to add/ edit the JavaScript.

When you click the “Document JavaScript” button, a pop-up window


will appear. Insert a Script name of your choice and click the “Add”
button.
When you click “Add”, another pop-up window will open-up. In that
window you will see some existing text. Delete that text in its entirety.

Then copy the entire text in your pre-prepared JavaScript document


(by pressing Ctrl+A and then Ctrl+C). Once that text is copied, paste
that into this JavaScript window by pressing Ctrl+V.

Then click “OK”.

Now click “Close”.

PwC
Now the full JavaScript window should appear together with the “I
accept” and “I do not accept” buttons.

At this point you should click the “I accept” button and save the
document by clicking the “Save” icon.

PwC
Securing the PDF
document
Securing the PDF document
Once the document is saved you can secure the document using a
password to prevent any unauthorized party editing or disabling our
click-through disclaimer or otherwise altering the final report.

The password you use shall be retained securely within your Aura
file and shall NOT be shared with anyone outside PwC.

See the screen-print on the right hand-side for the security settings
you should use.

You may use 6.0 or above for better compatibility.

PLEASE NOTE: We recommend that you turn off the “Permission


to Print”. However, if you set permission to allow your client to “Print”
any hard copies, your contractual provisions should be clear that
client can only share such hard copies subject to a signed release
letter (Hold Harmless terms). The objective of using the PDF click-
through approach is to avoid having to share nay hard copies with
the users.

Should the engagement team any doubts, they should consult with
Audit Risk & Quality via Consult.

PwC
Testing the
JavaScript function
Testing the JavaScript
Once the document is secured and saved, you will have to test
whether the document JavaScript functions as intended.

To do this, close the document and open again. Try testing both
options “I accept” and “I do not accept”. The document should open
without any error messages when the “I accept” button is clicked. On
the other hand, when the “I do not accept” button is clicked the
document should close.

If these are not functioning as intended, please check again the


JavaScript and if the issue prevails, reach out to ARQ.

PwC
Final quality checks….

Once the documents is ready, the engagement teams should carefully check the full report to ensure
whether everything is in the correct order prior to sharing with the client.

The checks should also include ensuring the document settings are correct, signatures are in the correct
locations and not been affected by the PDF conversions process, etc.

The engagement team is ultimately responsible for the quality of the PDF document as it is the final
deliverable issued by PwC.

PwC
Necessary documents
Document name Attachment

1) JavaScript document

(Please do NOT edit the JavaScript other than where 0001 DO NOT
specifically indicated with highlighted text and instructions) HE JAVASCRIPT EXC

2) Click-through acknowledgement Controls/fair statement assurance engagements:

Tailor the documented as indicated.


0002 (1) PDF
through acknowled
Please DO NOT use these templates on other repots such
Data assurance/ other engagements:
as Non-stat audit/ AUP (ISRS 4400) without first consulting
ARQ.
0002 (2) - Click
ugh acknowledgem

3) Example signed assurance report

This document is an illustrative example only. The final


signed reports must be used when creating the PDF click- 0003 Illustrative
example
through deliverable.

PwC

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