• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/Template Designer(DCP)/How to protect your template (document) with a password or encrypt your PDF

How to protect your template (document) with a password or encrypt your PDF

823 views 0 Updated on January 25, 2023

PDFs are used to record and exchange data. If the content should remain confidential and only selected recipients can access it, it is possible to setup a password protection as well as to encrypt files. DocumentsCorePack allows to predefine those settings in a template. This article shows how to define document protection parameters using the DocumentsCorePack TemplateDesigner.

Select and open the template you want to protect with a password, and open in your TemplateDesigner the Advanced TemplateSettings. Navigate on the left side to ❶ Document Protection. On the right side you can see three tabs in the settings, which will be discussed in more detail:

❷ Password
❸ Owner Password
❹ Advanced PDF Encryption

Advanced Template Setting - Document Protection
Figure 1: Advanced Template Setting – Document Protection

1 Password

The password is like a secret code that you need to enter to open a document. You have to enter the password every time you want to open the document you have encrypted.

There are two possibilities to set a password:

❶ Select a field in Dynamics 365 or
❷ Specify a static password

Please note: The  password is required for all documents that are generated afterwards.

There is a Syntax that must be followed, when creating a new password.

Set PW with Dynamics 365 field, or create one
Figure 2: Set PW with Dynamics 365 field, or create one

2 Owner Password

The owner password is used to make changes to the settings of the PDF document after it’s been created. Think of it like a key to a locked room. The Password is the key to open the door and the Owner Password is the key to change the locks on the door. (I.e., change the protection settings etc.)

The procedure for setting an Owner Password works the same as setting a Password: Select a field in Dynamics 365 or specify a new one.

Set an Owner Password
Figure 3: Set an Owner Password

3 Advanced PDF Encryption

In the ❶ Advanced PDF Encryption tab, you can increase the security of your PDF template. There are ❷ various encryption options to choose from, just check the box next to it.

Example: If you want to completely disallow all actions on the PDF, you can select the “Disallow All” option and confirm it by clicking “OK“. Keep in mind that most PDFs won’t have visible security settings, but if the “Disallow All” option is selected, you will not be able to print or make any changes to the content until you enter the password you set earlier.

Advanced PDF Encryption
Figure 4: Advanced PDF Encryption

Don´t forget to save your template!

Result

If you are not sure how to process/test your template, have a look at this article.

Example 1: Password protected Template

A template which is protected with a Password:

Enter a PW before open the PDF

Example 2: Template which is protected with PDF Encryption

Please note: If you choose to protect your template with PDF Encryption, you must set either a Password or an Owner Password for PDF Encryption to take effect.

In this example Password, Owner Password and Advanced PDF Encryption are set.

In this example Password, Owner Password and Advanced PDF Encryption are set.

Open your PDF-Reader and you can see that the encryption was successful:

Your PDF reader shows the success of encryption

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

Yes  1 No
Related Articles
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
  • DocumentsCorePack Template Designer Settings
  • How to solve: Failed to connect to an IPC Port
Latest Articles
  • How to share the Connection of the DocumentsCorePack Connector
  • How to update the metadata in the DocumentsCorePack Template Designer
  • Working with Product Properties in DocumentsCorePack
  • How to work with the Relationship Manager
  • Using virtual tables in DocumentsCorePack
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Template Designer – Getting Started
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • DocumentsCorePack Online Service Configuration
  • Step-by-Step: How to configure a One-Click-Action
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Online Services: Required Application Permissions
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
Categories
  • *News and General Infos* 51
  • Webinars 35
  • Template Designer(DCP 179
  • DocumentsCorePack(DCP 192
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 62
  • PowerSearch (PS 48
  • ActivityTools (AT 59
  • SmartBar (SB 53
  • GroupCalendar (GC 46
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.