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How to Access and Update PDF Password Settings (CRM)

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 → CRM Settings → Configuration → 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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