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DOCUMENTS & FORMS

MICROSOFT 365 & SHAREPOINT TOOLS



CLASSIC SHAREPOINT TOOLS

DOCUMENTS

Create documents from templates, collect eSignatures, upload to the cloud or
send by e-mail

HELPDESK FOR SHAREPOINT

Ticket Management System for SharePoint Online and SharePoint 2013-2019

FORMS FOR SHAREPOINT

Design forms for SharePoint Online and SharePoint 2019/SE

FORMS

Design and publish web forms, process submissions in Power Automate, Zapier, or
Plumsail Documents

ACTIONS FOR POWER AUTOMATE

Advanced SharePoint actions for Microsoft Flow, Azure Logic Apps or PowerApps

ORG CHART FOR SHAREPOINT

Visualize organization structure in SharePoint Online or on-premises

CHARTS FOR SHAREPOINT

Create interactive charts for SharePoint based on lists, libraries, or external
data



DOCUMENTS & FORMS

DOCUMENTS

Create documents from templates, collect eSignatures, upload to the cloud or
send by e-mail

FORMS

Design and publish web forms, process submissions in Power Automate, Zapier, or
Plumsail Documents

MICROSOFT 365 & SHAREPOINT TOOLS

HELPDESK FOR SHAREPOINT

Ticket Management System for SharePoint Online and SharePoint 2013-2019

FORMS FOR SHAREPOINT

Design forms for SharePoint Online and SharePoint 2019/SE

ACTIONS FOR POWER AUTOMATE

Advanced SharePoint actions for Microsoft Flow, Azure Logic Apps or PowerApps

ORG CHART FOR SHAREPOINT

Visualize organization structure in SharePoint Online or on-premises

CHARTS FOR SHAREPOINT

Create interactive charts for SharePoint based on lists, libraries, or external
data

CLASSIC SHAREPOINT TOOLS

Workflow Actions Pack

Workflow Scheduler

Forms for classic UI

Lookup for classic UI

Documents
May 24, 2018


HOW TO PROTECT PDF, DISABLE PRINTING, MODIFICATION, ANNOTATIONS, SET PASSWORD IN
MICROSOFT POWER AUTOMATE AND AZURE LOGIC APPS

Oleg Tsurkan
Customer Support Engineer

In cases where you want to protect your PDF files which might contain sensitive
information. Let’s say, you have a legal document that contains personal data of
your employees. You can secure PDF by setting a password, but you probably don’t
want to do it manually every time so automate the process. You can use Microsoft
Power Automate or Azure Logic Apps and Protect PDF document action from Plumsail
Documents connector.

This article describes how to work with this action and some use cases, where
this action can be very useful. After reading this article you will know how to
set a password on a pdf file, how to disable printing, prevent the file from
being modified or extracting the data which it contains, etc.

This may be helpful in automating your business processes in Microsoft 365,
SharePoint or any other system that is integrated with Microsoft Flow.

Let’s suppose you want to implement the case from the beginning, this is how the
password request window looks in Adobe Reader:



You can also disable printing option so no one could print the pdf document:




HOW TO USE THE ACTION IN YOUR FLOW

This is how the flow might look with all the options are being applied:



We are getting the content of the pdf file using standard SharePoint action.
Then we are applying all the options to the document using Protect PDF action
and then we are saving it as a new file on our SharePoint site.


OPTIONS THAT YOU CAN USE AND THEIR BENEFITS

Enable Printing allows you to protect your PDF document from being printed out.
If you disable printing then this will prevent your documents from being readily
photocopied (or scanned) and then shared.

Using Enable Modification option you can prevent your PDF documents from being
edited. It might be useful if you know that your PDF document will go through a
lot of people and you don’t want to it be changed at any point.

In case if you don’t want the information in the PDF file to be extracted you
can use Enable Extract Data option. Let’s suppose you have a text in the PDF
file that you don’t want to be copied, for example, some unique article that you
wrote by yourself, then this option can help you.

You can use Enable Annotate to disable annotations (e.g. comments, form fill-in,
signing) in your PDF file. If you have a form in your PDF document and you want
to prevent it from being changed by other people you can use this option.

You can set PDF Owner Password, this password can be used to disable document
restrictions. Let’s suppose you want to have some restrictions for most of the
people that will be reviewing your PDF, but for one of them, for example, head
of a department, you want him to bypass all the restrictions, he can enter this
password and gain full access to this file.

You can also set PDF User Password, each time a user opens the PDF he will be
asked for this password. The screenshot and the use case at the beginning of the
article demonstrate how this option works.

If your source file was encrypted before, you can use Password option to specify
the password so the action could decrypt it first.


CONCLUSION

Now you should have an idea how to use Protect PDF document action from Plumsail
Documents connector for Microsoft Power Automate. If you haven’t used it yet,
registering an account would be the first step. It is quite easy to get started.

If you have any questions do not hesitate to leave a comment or to drop us a
message to support@plumsail.com.

Note: The post has been originally published at Medium:
https://medium.com/plumsail/how-to-protect-pdf-disable-printing-modification-annotations-set-password-in-microsoft-flow-and-e255100bd04e
Documents
Oleg Tsurkan
Customer Support Engineer
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