PDF Encryption
The PDF encryption applies a case sensitive password to saved or emailed PDF files. Whoever opens an encrypted file must enter the password. This is intended to protect client documents.
The PDF defaults are set:
for the Practice in the Control Record Defaults (Utilities > Control record > Defaults Tab) or
for the Agent Defaults (From your Tax ledger, click Maintenance > Agents > Agent Properties > Defaults Tab) and result in the PDF wizard is as shown here:
PDF defaults for Practice or Agent | Encrypt PDF file checkbox | PDF wizard function |
|---|---|---|
Prompt | Enabled | When running the wizard you can choose whether to encrypt the PDF file or not. |
Always | Ticked and disabled | The password from the Return Properties General tab will be applied. |
Never | Unticked and disabled | Your policy is not to encrypt the PDF |