We should all be aware of the need to protect sensitive information. For example, we don’t send 1099 forms without first password protecting the PDF since the 1099 contains a tax ID number that is likely rather sensitive information that should be secured. The easiest way for us to password protect a PDF has been to use Adobe Acrobat DC. Yes, you’ll need a paid version and not just the free version, but the cost for this program is worth it if you need to handle it on an ongoing basis.
Once you are in Adobe Acrobat DC, you can click on the File menu, then select Protect using Password. Create the password you want to designate on this document. At ZümiFi, we’re fond of using the last 6 digits of the recipient’s tax ID number. You can determine whether the password should be required to View, or only to Edit the document. Again, we choose to require a password to even view the document. Then just click Apply and you are all set!
Security is important to us all – so password-protect sensitive information before just sending it out via email!
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