Before You Begin
You must have admin access to make changes to CRM settings. This setting applies to all PDFs generated by the CRM, including VOBs, Pre Assessments, and reports.
Steps
Navigate to Settings → CRM Settings → Configuration → Notification Settings
Click Edit (located in the top right corner)
Scroll down to find the Edit PDF Password section
Delete the existing password (leave the field completely blank)
Click Save to apply the changes
Verification / Expected Result
After saving, newly generated PDFs from your CRM should no longer require a password when shared with external systems like KIPU or other recipients.
Troubleshooting / Common Issues
Password Regenerates After Deletion
If you find that a new password generates automatically after you delete it and save:
Ensure you are making changes in the CRM web interface (not iCampaign)
Verify you have admin privileges to modify these settings
Try clearing your browser cache and attempting the process again
Contact support if the issue persists, as this may indicate a system configuration problem
Related Resources
For additional questions about CRM settings or PDF configurations, contact your Dazos support team.