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

If you need some guidance through creating a template, have a look here first and save it to your Dynamics 365.

Open a template

First make sure you hit the ❶ “mscrm-addons.com”-area on your “MS WORD”-template and then press the ❷ [Open Template]-button and an “Open Template”-overview opens.

Figure 1: DCP in Dynamics 365

Select the template you want to protect with a password or with a “PDF Encryption”.

Figure 2: Open Template-overview with selected template

Create your password

Both Password and Owner Password can be setup to contain fixed text as well as fields. Have a look at the DCP Property Syntax.

Password

The Password itself is the password that you must enter as soon as you try to open your generated document (docx or pdf). The owner password will not prompt the user to enter it on open but it is required for the setup of the PDF encryption. It would allow you to modify the PDF after creation to modify the set settings (e.g. with a PDF Creation or Editing Tool).

You are still in your DocumentsCorePack Template Designer. Open the ❶ “Advanced Template Settings” and navigate to the ❷ “Document Protection”.

Figure 3: Advanced Template Settings

In the tab “Password” you can choose a ❶ CRM-field as a password or you can specify a ❷ new one. Confirm with [OK].

Figure 4: Set a password

Please note: If you change your password for the template, the new password is valid for all documents which will be merged afterward.

When you create a new password, please put it between single quotation marks as it is shown in Figure 4 (❷).

Owner Password

There is the possibility to create an “Owner Password” to encrypt your .pdf document. The procedure for setting a password is the same as described above in “Create your Password”. You can use a field as a password, or you can specify a new one.

Figure 5: Owner Password

Advanced PDF Encryption

Open the tab “Advanced PDF Encryption”. You can see different encryption settings for your PDF Template, just tick the box if you want to increase the security. With this example we like to demonstrate what it looks like when you “Disallow All”. Confirm with [OK].

Please Note: Usually in a .pdf-document, you won´t notice that there are security settings except the setting is “Disallow all”, then you can´t take any further actions like printing or modifying the content and so on. But if you enter the Password, you set before, you can access all functions.

Figure 6: Advanced PDF Encryption

Save the Template

Next, save the document with a click on the [Save Template]–button. The “Save template”-window pops up. Enter a name for your template and click on the [Save]-button to merge your document.

     Figure 7: Save Template

Process the Template

1. For a template with password control

Now go to your Dynamics 365 and open like in this example your selected Account “A. Datum Corporation”.

❶ Accounts in your Dynamics 365
❷ Create document