User Guide

How to Protect PDF

4 min read Updated May 30, 2026 Security

Add password and permission protection before sharing PDFs outside your immediate team.

Overview

Protect PDF bundles password access and permission settings into one simple document protection workflow.

Requirements
  • Final PDF ready for sharing
  • Chosen access rules for recipients
Step by Step
1

Open protect settings

20 sec

Choose Protect PDF in the Security tools.

2

Set passwords and permissions

1 min

Define who can open the file and what actions they can take after opening it.

3

Save a protected copy

1 min

Create the secured version and test it in a fresh viewer session.

Tips
  • Use a different channel to share the password.
  • Keep an editable internal source file.
  • Test printing and copying restrictions before delivery.
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