In your Dynamics 365 it is possible to protect your templates/documents with a password and to encrypt your PDF with the DocumentsCorePack TemplateDesigner. Here a description of how it works.
DocumentsCorepack Template Designer: .doc, .docx
DocumentsCorePack ServerBased: .pdf, .doc, .docx
Create a template
Press the ❷ [Create Document]-button in the menu-bar and the DocumentsCorePack Dialog is shown. Select you template and press the [Next]-button.
Select a Filetype “PDF” and how you want to attach your document and press the [Next]-button.
Now the DocumentsCorePack Dialog displays that your file is attached, and you can make a preview. Press the [Finish]-button.
Afterwards please refresh Your Dynamics 365. Open your template and if you have been successful setting a password, this window pops up.
Enter the password and your template is shown.
2. For a template with PDF-Encryption
Now go to your Dynamics 365 and open like in this example your selected Account “A. Datum Corporation”. Press the ❷ [Create Document]-button in the menu-bar and the DocumentsCorePack Dialog is shown.
❶ Accounts in your Dynamics 365
❷ Create document
Select your template and press the [Next]-button.
Choose the filetype .pdf and decide how to attach to the document. Press [Next].
Click [Finish] to proceed.
Open your document with your PDF-Reader, select the properties with a right click on your mouse and navigate to the “Security”-tab. You can see that your settings were successful!
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.