GENERAL USER
With SmartVault Connected Desktop, you can send password-protected PDF files to any recipient who isn't a customer or guest of your account. Before sending, you can change the PDF file(s), including/excluding annotations, deleting pages, and changing a page's orientation.
Important Notes
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- File Type: Only PDF files can be sent as password-protected. If the file you are attempting to send is not a PDF, the option to select "Password protect and encrypt all PDF documents" in the Email Files - SmartVault dialog will not appear.
- Email Client Requirements: You can only send files using an email client (email service accessed through desktop programs). Browser-based email services like Gmail are not supported.
To send a password-protected file:
- Open the SmartVault Connected Desktop.
- Locate and select the file(s) you want to send.
- Right-click the file(s) and choose Send to > Mail Recipient.
- In Email Files - SmartVault:
- Ensure the file is a PDF.
- Check the box for Password protect and encrypt all PDF documents sent in this email, then click Send.
- Enter a password for the file.
Important
Share this password with the recipient so they can access the file.
- Click OK. The PDF will be attached to an email message in your default email program.
- Enter the recipient's email address(es). Optionally, you can edit the email subject and customize the default message to inform the recipient of the password required to access the file.
- Click Send.
Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand iconin the bottom right corner to enlarge it.
Troubleshooting Tips
- If the option to password-protect your file is not available, ensure that:
- The file is in PDF format.
- You are using a supported email client.
- For additional assistance, contact SmartVault Support.