Before You Begin
You must have appropriate permissions to access CRM Settings. Users with Executive or Administrator roles typically have this access.
Steps
Navigate to Settings → CRM Settings
Navigate to Configuration → Notification Settings
Click Edit (located in the top right corner)
Add, Change, or Remove the existing password
Click Save to apply the changes
Verification / Expected Result
After locating the PDF password, you should be able to:
Open any PDF report exported from your CRM
Enter the password when prompted to access the document contents
View all report data within the PDF file
Troubleshooting / Common Errors
Cannot access Settings or CRM Settings:
Verify you have the appropriate user permissions
Contact your system administrator if you need elevated access
PDF password field is empty:
The PDF password may not be configured for your system
Contact Dazos Support to set up PDF password protection
The password doesn't work with the exported PDF:
Double-check you're copying the exact password from the PDF Password field
Ensure the PDF was exported after the current password was set
Related Resources
How to Disable PDF Password Protection in (CRM)
How to Access and Update PDF Password Settings (CRM)
How to Build Reports for Events and Tasks in (CRM)