PDF Security Options

I have more customers now who wish to receive PDF invoices via email. This is fine and we can provide them.

However normally we print to PDF (Rather than click the button directly to email) and our Adobe security options are picked up and we email on the invoice/documents by attaching the document manually to the email.

Our normal security options for Adobe are to not password protect the document opening but to prevent editing of the document which is fine as we require.

With Sage it is not possible to set the document PDF security 'restrictions' without applying an encryption password which is the same one requested on trying to open the document, the same password also therefore 'unlocks' the editing of the PDF document, making the whole process pointless.

Basically we wish to have a low level secure document which can't be edited without the password, however we cannot achieve this presently with the Sage pdf security options - we end up with a password protected document which can be edited using the same password!

Is there some way to work correctly like Adobe does and only restrict the editing via password and not require this password to open the documents as well?

Hopefully yours.....

Andy

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  • 0

    Hi Andy,

    Thanks for using Sage City. I’m sorry for the delay in my reply, we’ve recently moved to a new system and are catching up on our posts following this transition.

    It’s not currently possible to heighten the security when sending invoices via PDF. However, you can log this as a suggestion to improve our Sage 50cloud Accounts software on our Ideas Board.

    To log your idea select Submit an idea and then complete the form. Once logged, we’ll be able to use your idea and help us to shape your Sage software. Other customers will also be able to vote on your idea.

    Regards,

    Paul
    Sage UKI

Reply
  • 0

    Hi Andy,

    Thanks for using Sage City. I’m sorry for the delay in my reply, we’ve recently moved to a new system and are catching up on our posts following this transition.

    It’s not currently possible to heighten the security when sending invoices via PDF. However, you can log this as a suggestion to improve our Sage 50cloud Accounts software on our Ideas Board.

    To log your idea select Submit an idea and then complete the form. Once logged, we’ll be able to use your idea and help us to shape your Sage software. Other customers will also be able to vote on your idea.

    Regards,

    Paul
    Sage UKI

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