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
You can only send files using an email client (email service accessed through desktop programs). You cannot use a browser-based email service like Gmail.
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, 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 icon in the bottom right corner to enlarge it.