Flattening solves specific problems:
Prevent editing of completed forms — A filled AcroForm still has interactive fields that can be edited or cleared by any recipient with a PDF editor. Flattening converts the field values into static page text; the form can no longer be modified.
Ensure annotations print correctly everywhere — Some printers and print workflows do not render PDF annotations — they print the base page but not the overlay comments, highlights, or stamps. Flattening merges annotations into the page so they print on every device.
Prepare for archiving — Long-term archiving in
PDF/A-1 or PDF/A-2 requires that there are no interactive elements (JavaScript, unflattened form fields) that depend on live application behaviour. Flattening removes these dependencies.
Finalise a signed document — After a document is fully signed, flattening prevents any further changes — including modification of fields that were not covered by the signature. Note: flattening removes the cryptographic signature objects themselves; for documents where signature verification matters, do NOT flatten — keep the digital signatures intact and use PDF permissions restrictions instead.
Reduce file size — Annotations, form fields, and their appearance streams add overhead. Flattening removes the separate overlay objects and can reduce file size, especially for heavily annotated documents. As noted in
HowToGeek's flattening guide, file size reduction is a common secondary benefit.