- 1 Option 1: Encrypt a PDF file with a password.
- 2 Option 2: Use DocSend to send a PDF.
- 3 In Gmail, how do you sign a PDF? Adding an eSignature to a document is simple using DocSend.
- 4 How do you keep track of your document?
How to Make Password Protected PDF file before sharing it? Sending a PDF email attachment has become commonplace, but have you ever considered whether a PDF file is truly secure? Here’s how to deliver a password-protected and secure PDF:
Since its inception in the 1990s, the PDF has grown in popularity among a wide range of users, including professionals, students, retirees, and children. Sending a PDF email attachment has become commonplace, but have you ever considered how to transmit a PDF in a secure manner?
If that’s the case, you’re in luck! In this tutorial, I’ll show you how to password encrypt a PDF and monitor it once it’s been sent.
Option 1: Encrypt a PDF file with a password.
Most professionals who communicate sensitive information, such as CEOs and CFOs, believe that adding a password to a PDF will safeguard it adequately—and in certain circumstances, this is true.
How to use Adobe Acrobat DC to add a password
- Acrobat Reader is required to view the PDF.
- Select “Protect Using Password” from the File menu.
- You can restrict the password to only editing or viewing the PDF.
- Type your password twice, then type it again.
- “Apply” should be selected.
On a Mac, how do you add a password in Preview?
- In Preview, open the PDF file.
- Go to File and then “Export.”
- Select “Encrypt” after entering the file name.
- Click “Save” after typing and retyping your password.
Adding a password to a PDF restricts access to the document to those who know the password. Viewer tracking is not achieved by adding a password to a PDF. You have no idea who is opening and engaging with that PDF as the sender of that material.
While we’re on the subject, you can’t be sure who is passing the PDF and password on to others. To summarize, adding a password to a PDF is probably not the best way to distribute it securely through email. You’ve basically lost control over a document that you clearly wanted to control (hence the password in the first place!)—there’s no way of knowing where that PDF and password might end up in this circumstance.
The vulnerability that comes with this technique may appear to be an unavoidable cost of sharing essential, high-stakes documents, but it isn’t.
Option 2: Use DocSend to send a PDF.
Business executives may use DocSend to securely distribute documents and track in-depth viewer engagement. While we’re all familiar with sending a password-protected PDF via Gmail or Outlook, you can also transmit genuinely secure PDFs using DocSend’s Gmail or Outlook plugins and follow their progress—how. here’s
You may get started with DocSend for free if you want to follow along.
Step 1: [uploading] Upload your PDF to DocSend.
DocSend makes it simple to upload files because it interacts with Google Drive, Dropbox, Box, Microsoft OneDrive, and other cloud storage services, allowing you to drag and drop files from anywhere. You can attach your PDF to as many emails as you want after you’ve uploaded it (with the Gmail and Outlook plugins). If you want, you can upload your PDF directly through your DocSend plugin.
- Navigate to the Content tab.
- At the upper right, click ‘Add Content.’
- Select a file from any of the services listed above, or from your own computer.
- Your document will begin to upload and you will be notified when it is finished. At this stage, you can change
- the upload’s name.
You can decide whether you want to require an email to read and download the PDF you just uploaded when you generate a sharing link for it. You can also add an expiration date to the link and password-protect the PDF if you choose “Show advanced options.”
After that, you can copy and paste your link into an email!
(Note: You’ll want to establish one link per account, lead, or individual with whom you’re sharing your PDF if you want to measure interaction and forwarding.) (I’ll get to that later.)
Advanced users might need viewer verification for an even more secure sending experience. In this case, the viewer will be prompted to provide his or her email address, and will then be required to click on a link sent to that email address in order to access the PDF.
With DocSend’s Gmail and Outlook plugins, you can also upload and attach your PDF to an email.
You may use DocSend plugins for Gmail and Outlook to upload and share your PDF as an email attachment without leaving Gmail or Outlook. Here’s how to use the Gmail plugin to attach an uploaded PDF, and here’s how to use the Outlook plugin to attach an uploaded PDF.
By deactivating and/or re-enabling the DocSend links you’ve generated, you can control who has access to your PDF with just a few clicks. Check out our help center article on changing link settings for a comprehensive walkthrough of this process.
In Gmail, how do you sign a PDF? Adding an eSignature to a document is simple using DocSend.
You may add on eSignature immediately in DocSend before sending it out to speed your procedure once you’ve uploaded your PDF word document, file from Google Docs, Dropbox, the PDF documents you saved in Acrobat, or other workflow connections.
Individual files (not Excel or URL uploaded files) and files in a DocSend Space workspace can be signed or added electronic signatures to within DocSend. Users may convert and distribute documents securely from DocSend using Signable documents, allowing them to trace visits and collect signatures on a variety of devices. The signature feature allows one party to sign on behalf of the other and is legally binding on both parties. After you’ve sent your signature requests, recipients can add their digital signatures by clicking a link in their Gmail account, email signature, G Suite, a popup, sidebar, or anywhere else you’ve shared your document link. Signers can place their digital signatures in the signature area you include in PDF documents transmitted via DocSend. These signed papers are tracked in your DocSend account, complete with history and audit trails, allowing you to keep them safe and secure. This also works on iOS and Android with the DocSend mobile web version of Chrome and Safari. This help center article will show you how to use the eSignature tool to produce and exchange signable documents.
How do you keep track of your document?
So you’ve submitted your PDF to DocSend, established a link with all the appropriate security features, and sent it off—now what? If you’re concerned enough about the content of your PDF to protect it, you’re also concerned about how it’s received and read.
If this is the case, I have some good news for you: by establishing and delivering distinct DocSend links to each recipient or group of recipients, you’ve already started tracking your protected PDF document. Let’s take a look at all the different methods you can track engagement.
When your document is accessed, you’ll first receive instant-read notifications. When you click on a specific file or document in DocSend, a summary of these notifications will appear on the “Performance” page.
You’ll also be able to observe, on a page-by-page or slide-by-slide basis, where viewers spent their time. This can be extremely informative depending on the contents and purpose of the PDF. When you click on a specific file or document in DocSend, you can see a summary of the interaction, the same as with read notifications.
In DocSend, you can track a variety of extra metrics and engagement indicators. I strongly encourage you to sign up for a free trial of DocSend, send out the PDF, and spend as much time as you want looking at the analytical performance metrics!
Do you have a question about DocSend or how to set up your account properly? Please visit the DocSend Help Center or contact our customer service staff.