how to put a password on a pdf document

Since its creation in the 1990s, the PDF has become a wildly popular physical science file format for everyone from professionals to students to retirees to children. Sending a PDF email attachment has become a second-nature standard—but have you ever stopped to consider how to send a PDF securely?

If you have, you're in luck! In this template, I'll be reviewing how to password protect a PDF and track it once you've sent it.

Option 1: Password protect a PDF file

Most professionals who beam sensitive documents, much as CEOs and CFOs, assume that adding a password to a PDF sufficiently secures it—and in some cases, word protection does do the trick.

How to add a watchword exploitation Adobe Acrobat DC

1. Open the PDF in Acrobat.
2. Go to File, then click "Protect Using Password."
3. You put up set the password only for editing the PDF operating theater for viewing it.
4. Type your watchword, then atomic number 75-case it.
5. Click "Give."

How to attention deficit disorder a password exploitation Preview on a Macintosh

1. Open the PDF in Preview.
2. Go to File, then click "Export."
3. Enter the file name, past select "Inscribe."
4. Type your parole, atomic number 75-type it, then tick "Save."

What adding a password to a PDF accomplishes is limiting access to it PDF to those who know the countersign. What adding a password to a PDF doesn't accomplish is viewer tracking. As the sender of that file, you have No idea which recipients are opening and attractive with that PDF.

While we're at it, you also derriere't make up sure as shooting WHO is forwarding the PDF and the password along to others. Suffice it to enjoin, if you want to send a PDF firmly by email, adding a password probably International Relations and Security Network't the best way. You've effectively lost control of a document that you clearly wanted to control (therefore the countersign in the commencement place!)—in this scenario, in that respect's no telling where that PDF and password could be forwarded.

The vulnerability associated with this approach may seem like a necessary evil for sharing important, high-stakes documents—but thankfully, it's not.

Option 2: Share a PDF through DocSend

DocSend enables business leadership to send documents securely and rails in-deepness viewer engagement. While sending a password protected PDF via Gmail operating theatre Outlook is what we've each come to know, you can send truly secure PDFs through DocSend's Gmail plugin or Lookout plugin and track what happens to them—have's walk done how.

If you'd like to follow along, you can get started with DocSend for unpaid.

Step 1: Upload your PDF to DocSend

[uploading]

Uploading files to DocSend is easy—DocSend currently integrates with Google Drive, Dropbox, Box, Microsoft OneDrive, and more, so you can drag on and drop files from anywhere. Once you upload your PDF, you can attach it to every bit many emails equally you'd like (with the Gmail and Outlook plugins). You can flat upload your PDF directly through your chosen DocSend plugin, if you'd like.

1. Go to your Content tab.
2. Select 'Add Content' at the go past right.
   
3. Choose a Indian file from any of the above-listed services or from your computer.
4. Your document will begin to upload and let you know once it is completed. You can alter the name of the upload at this point.

Dance step 2: Create a passcode-covert data link to contribution your PDF

When you create a sharing link for the PDF you've honourable uploaded, you'll be able to specify whether you want to require an email to view and allow downloading. If you click "Show advanced options", you'll also be able to supply an expiration date for the link and passcode protect the PDF.

You can then copy and share your tie in in an email!

(Note: If you intend to track the engagement and forwarding of this link, you'll wish to create one link per account, lead, or individual with whom you're sharing your PDF. More on it later!)

For an even more secure sending experience, Advanced users can require viewer substantiation. In this scenario, the viewer will make up presented with a on time to enter his or her email destination, and will have to click on a link sent thereto email in gild to access the PDF.

You force out also upload and attach your PDF to an email with DocSend's Gmail and Outlook plugins

If you'd rather upload and part your PDF equally an email fastening without going away Gmail operating theatre Outlook, you sack do so using DocSend plugins for Gmail and Outlook. Here's the link to attaching an uploaded PDF using the Gmail plugin, and Here's the link to attaching an uploaded PDF victimization the Outlook plugin.

Step 3: Disable and re-enable link-founded access as required

With just a couple of clicks, you can moderate access to your PDF by disabling and/operating room re-sanctionative the DocSend links you've created. For a detailed walk-through of this process, check over our serve center article on updating data link settings.

How to sign a PDF in Gmail ? Well-fixed, add together an eSignature with DocSend

Once you have uploaded your PDF word document, register from Google Docs, Dropbox, the PDF documents you saved in Acrobat, or another workflow integrations in DocSend, you can supplement eSignature right in DocSend in front sending it exterior to streamline your process.

Within DocSend, you can sign on documents, or add electronic signatures, to respective files (not Excel or URL uploaded files), and files in a DocSend Distance workspace. With Signable documents, users can change over and share documents securely from DocSend, gift users the ability to running visits and tuck signatures on most devices. The eSignature feature allows one party to sign and is legally binding for both parties. After sending your signature requests, recipients give notice add their digital key signature by clicking a connection in their Gmail account, e-mail signature, G Cortege, a popup, sidebar, or former places you mightiness share your text file link. Signers can add their digital signature directly in the signature field you add to the PDF documents sent as a DocSend link. These signed documents are tracked in your DocSend account with history and audit trails, so you can keep them secure and controlled. This also whole shebang in the DocSend raisable web version of Chrome and Safari in iOS and Humanoid. This help center clause will detail how cushy it is to create and share signable documents using the eSignature feature.

How to track your document

Thus, you've uploaded your PDF to DocSend, created a link with all the necessary security bells and whistles, and now you've sent IT off—what adjacent? If you care enough about the contents of your PDF to secure it, you probably as wel care almost how it's received and read.

If this is the case, I've got good tidings: away creating and sending out individual DocSend golf links for each recipient or group of recipients, you'rhenium already on the itinerant to tracking your secure PDF document. Rent out's pack a spry count at all the ways you can monitor lizard engagement.

First, you'll receive instant read notifications when your papers is viewed. A summary of these notifications will besides be in stock in the "Performance" tab when you click on a particular filing cabinet operating theater document in DocSend.

Furthermore, you'll glucinium able to see where viewers spent their metre, connected a page-by-page or slide-by-slide fundament. Depending on the contents and purpose of the PDF, this can follow incredibly edifying. As is the incase with read notifications, a summary of engagement is also addressable when you cluck on a uncommon lodge or document in DocSend.

There are a number of extra metrics and measures of engagement that you hind end track in DocSend. I encourage you to start your free tribulation of DocSend, send out that PDF, and explore the insightful performance indicators to your heart's complacent!

Got a question about DocSend or how to superfine coiffur dormy your chronicle? Feel free to match out the DocSend Help Center operating theater give our support team a buzz.

how to put a password on a pdf document

Source: https://www.docsend.com/blog/how-to-share-and-track-secure-pdf/

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