To ensure data security, you can encrypt all PDF documents generated from a given template with a fixed password. After downloading a password-protected document, users will be able to open it only if they provide the required phrase:
This functionality provides an additional level of security in case a PDF file falls into the hands of an unintended recipient.
For example, a manager might want to protect salary data gathered in a monthly report that is shared with other members of the management team. By setting a password on the report, the manager enables the team to access the document and prevents anyone who does not know the password from viewing its contents.
Note: PDF Password protection is available in select Caspio plans.
Steps to encrypt a PDF document with a password:
- Open a template, and then click the PDF password tab.
- Select the Encrypt with password checkbox.
- In the Password field, enter the phrase that you want to use as the password, and then click Save.