How to Create a Password Protected PDF Document in Adobe Acrobat (Using a Security Envelope)
Open the Security Envelope tool in Acrobat Pro., Add files to send in the envelope., Select an envelope template., Choose how you want to send the envelope., Check the "Show all policies" box and select "Encrypt with Password.", Enter in your sender...
Step-by-Step Guide
-
Step 1: Open the Security Envelope tool in Acrobat Pro.
The process for this varies a little depending on what version you're using.
You cannot create security envelopes in the free Acrobat Reader.
XI and DC
- Click the Tools menu on the right side of the window and select "Protection" → "More Options"/"More Protection" → "Create Security Envelope." X and older
- Click the "Secure" button in the toolbar and select "Create Security Envelope." If you don't see the "Secure" button, open the Advanced menu and select "Security" → "Create Security Envelope." -
Step 2: Add files to send in the envelope.
Your currently-open PDF file will be added automatically, and you can add any other files you want.
The files that you add do not have to be PDF files; you can add Word documents, Excel spreadsheets, and other types of files.
Click the "Add File to Send" button and browse for the files that you want to add.
More files will increase the size of the security envelope file. , Acrobat comes with three different envelope templates that you can pick from, and you can download more online.
If you're using a Mac, you may not have any templates to pick from.
If this is the case, perform the following steps:
Open your Applications folder and right-click Adobe Acrobat.app.
Select "Show Package Contents" and then navigate to /Applications/Adobe Acrobat DC/Adobe Acrobat.app/Contents/Resources/en.lproj/DocTemplates.
Copy the templates to an easier location, such as your Documents folder.
Back in the Create Security Envelope window, click "Browse" and choose your new template location. , You can choose to send it immediately, which will open your email client after the envelope has been created.
If you choose to send it later, Acrobat will create the envelope file in PDF format, allowing you to send it how you wish.
It's generally best to select to send the file later. , This will allow you to add a password to the envelope.
You won't be prompted to create the password until the process is finished.
You can choose to secure with certificates, but this is a more complex process that requires creating encrypted certificates for both you and the recipient.
This is more secure than a password, since only the certificate holder can open the file, but will confuse most people you're trying to send the file to.
Stick with passwords unless you are under very strict security or confidentiality measures. , You'll be prompted to enter your sender information, which Acrobat will use to fill out the template.
You can check "Do not show again" after filling this out to save it for future envelopes. , This will open the Password Settings window. , This will allow you to enter your password., Newer versions of Acrobat will rate your password strength as you type it.
You'll be prompted to enter it again to confirm it. , Most users can leave this at "Acrobat
7.0" for maximum compatibility.
If you know your recipient is using Acrobat
6.0, you can select that instead.
If you know they are using XI or newer, you can select that for increased password encryption.
Security envelopes are not compatible with
5.0 or earlier. , You'll be warned that the settings will not take effect until you save the file. , After you finish the creation process, you'll see your security envelope. you can go through and make edits to the fields, and fill in the appropriate information.
You can include instructions for the recipient in the "To" box, but make sure you don't put the password here., Once you're finished, save the file to your computer.
It will save as a regular PDF file.
Once the file is saved, you can send it to anyone as an email attachment or upload it to a cloud storage service, and they'll need the password to open it. -
Step 3: Select an envelope template.
-
Step 4: Choose how you want to send the envelope.
-
Step 5: Check the "Show all policies" box and select "Encrypt with Password."
-
Step 6: Enter in your sender information.
-
Step 7: Review your settings and click "Finish."
-
Step 8: Check the "Require a password to open the document" box.
-
Step 9: Create a password for the envelope.
-
Step 10: Select your compatibility (optional).
-
Step 11: Finish the creation process.
-
Step 12: Put the finishing touches on the envelope.
-
Step 13: Save the file.
Detailed Guide
The process for this varies a little depending on what version you're using.
You cannot create security envelopes in the free Acrobat Reader.
XI and DC
- Click the Tools menu on the right side of the window and select "Protection" → "More Options"/"More Protection" → "Create Security Envelope." X and older
- Click the "Secure" button in the toolbar and select "Create Security Envelope." If you don't see the "Secure" button, open the Advanced menu and select "Security" → "Create Security Envelope."
Your currently-open PDF file will be added automatically, and you can add any other files you want.
The files that you add do not have to be PDF files; you can add Word documents, Excel spreadsheets, and other types of files.
Click the "Add File to Send" button and browse for the files that you want to add.
More files will increase the size of the security envelope file. , Acrobat comes with three different envelope templates that you can pick from, and you can download more online.
If you're using a Mac, you may not have any templates to pick from.
If this is the case, perform the following steps:
Open your Applications folder and right-click Adobe Acrobat.app.
Select "Show Package Contents" and then navigate to /Applications/Adobe Acrobat DC/Adobe Acrobat.app/Contents/Resources/en.lproj/DocTemplates.
Copy the templates to an easier location, such as your Documents folder.
Back in the Create Security Envelope window, click "Browse" and choose your new template location. , You can choose to send it immediately, which will open your email client after the envelope has been created.
If you choose to send it later, Acrobat will create the envelope file in PDF format, allowing you to send it how you wish.
It's generally best to select to send the file later. , This will allow you to add a password to the envelope.
You won't be prompted to create the password until the process is finished.
You can choose to secure with certificates, but this is a more complex process that requires creating encrypted certificates for both you and the recipient.
This is more secure than a password, since only the certificate holder can open the file, but will confuse most people you're trying to send the file to.
Stick with passwords unless you are under very strict security or confidentiality measures. , You'll be prompted to enter your sender information, which Acrobat will use to fill out the template.
You can check "Do not show again" after filling this out to save it for future envelopes. , This will open the Password Settings window. , This will allow you to enter your password., Newer versions of Acrobat will rate your password strength as you type it.
You'll be prompted to enter it again to confirm it. , Most users can leave this at "Acrobat
7.0" for maximum compatibility.
If you know your recipient is using Acrobat
6.0, you can select that instead.
If you know they are using XI or newer, you can select that for increased password encryption.
Security envelopes are not compatible with
5.0 or earlier. , You'll be warned that the settings will not take effect until you save the file. , After you finish the creation process, you'll see your security envelope. you can go through and make edits to the fields, and fill in the appropriate information.
You can include instructions for the recipient in the "To" box, but make sure you don't put the password here., Once you're finished, save the file to your computer.
It will save as a regular PDF file.
Once the file is saved, you can send it to anyone as an email attachment or upload it to a cloud storage service, and they'll need the password to open it.
About the Author
Alice Ellis
Professional writer focused on creating easy-to-follow DIY projects tutorials.
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