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How to Access and Update PDF Password Settings (CRM)

Updated over 3 months ago

In this article, you will learn how to set up or remove a password for your PDF. The purpose of the PDF password is to protect the document from unauthorized access.

Instructions

Settings β†’ CRM Settings β†’ Configuration β†’ Notification Settings

  1. Click Edit on the top right of the page.

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  2. Scroll down to the "Edit PDF Password" section. Make changes to the password and then click on Save.

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  3. You have successfully updated your PDF Password Settings

Please remember the following: Make sure to contact the administration in order to make these changes.

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