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How to Disable PDF Password for PAA Documents in KIPU Integration (CRM)

Overview: This guide shows you how to disable the PDF password requirement for PAA documents when pushing intake opportunities to KIPU.

Before You Begin

  • You must have administrative access to your Dazos CRM settings

Steps

  1. Navigate to CRM Settings in your Dazos dashboard.

  2. Select Configuration from the menu.

  3. Go to Notification Settings.

  4. Locate the PDF password settings and disable the password requirement for PAA documents.

  5. Click Save to apply the changes.

Verification / Expected Result

After disabling the setting, PAA documents will be pushed to KIPU without triggering a Dazos password prompt.


Troubleshooting / Common Errors

Password prompt still appearing after saving:

  • Confirm the setting was saved correctly in Notification Settings

  • Submit a support ticket if the issue persists β€” there may be additional integration connectivity issues that need to be addressed

Related Resources

For additional assistance with Kipu integration issues, contact our support team through the standard ticketing system.

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