HomeCRL IT - How To GuideAdobe AcrobatHow to send an encrypted email containing an Acrobat PDF file

9.5. How to send an encrypted email containing an Acrobat PDF file

Last updated: Thu Feb 2024 02:35 PM (EST)

- Select "Tools" (located in the menu bar at the top of the page):

- Select "Protect" in the Tools menu: 

Alternatively, you can select "Protect" from the menu on the right side of the page:

- Expand the "Advanced Options" drop-down then select "Create Security Envelope " (located underneath the toolbar above the document): 

- Follow the prompts for "Files to Enclose" then hit Next: 

- Choose and Envelope Template then click Next (if you are unsure which to choose, you can just click Next):

- Choose the delivery method (Send the envelope now):

Note: You may see the following pop-up:

Select "Yes" and proceed to the next step

- Select the policy from the list (you may have to click the "Show all policies" check box)

- Select is "Encrypt with Password" and click Next 

- OPTIONAL: Create your own Security Policy by selecting "New Policy": 

Creating a Security Policy:

If you choose to create a security policy, follow these steps:

- Select the type of security (Use passwords):

- In the General Settings tab, choose either "save these settings as a policy" and click Next: 

  - Choose the password and encryption options and click Next:

- Review the Summary and click Finish

- Select the policy from the list (you may have to click the "Show all policies" check box:

 

- Prepare to send the email by clicking "Finish": 

- Select the Password Security settings and click OK:

- Select the "Send email" preference:

WARNING

***DO NOT include the password in the email attached to your security envelope. This defeats the purpose and will compromise the data you are sending.*** 

- Communicate the password for your envelope in a separate email to your recipients or use another means to communicate the password. 

For more information check here:

Choosing a security method for PDFs (adobe.com)

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