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PDF Attachment Security in PrintBoss

Problem Details:

When PrintBoss sends out emails to employees, vendors, or customers, the document (invoice or pay advice) is attached in pdf format.  For security reasons, adn data integrity, is it possible to prevent that pdf document from being edited?

 

Solution:

Yes, it is possible, and recommended!  Open PrintBoss and click on Options / Email Settings.  Go to the Misc. Settings tab.  In the 'PDF Attachment Security' section, select the option for 'Read Only in a PDF editor.  Save.

Now, when the pdf attachment is sent, the recipient has no ability to edit the document, even in a PDF editor.  When the document is opened, the top bar indicates that the document is SECURED

and if you right click on the document and select Document Properties, and go to the Security tab, we will see the following settings:

 

 

 

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