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Secured PDF to clients

DEuser10
Level 1

We need ProSeries to restore the secured PDF email functionality in the ProSeries Basics.  It's OUTRAGEOUS that they took that off. We need to be able to securely sends files to clients without jumping to too many hoops.  

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5 Comments 5
Just-Lisa-Now-
Level 15
Level 15

I guess they don't consider that a Basic feature anymore. 

Ive got professional but Ive never even used the secure pdf email feature....I use Bullzip and password protect and attach to email.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
DEuser10
Level 1

I'll try it.  Thank you.

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Greta
Level 9

How can I learn to use Bullzip + password?

How can I learn to use ProSeries secure PDF?

 

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Just-Lisa-Now-
Level 15
Level 15

@Greta wrote:

How can I learn to use Bullzip + password?

How can I learn to use ProSeries secure PDF?

 


Heres are the instructions for creating a secure PDF using ProSeries....it says Professional and Basic, but too many people have said that Basic doesnt have this capability any longer

https://proconnect.intuit.com/community/help-articles/help/how-do-i-create-a-password-protected-pdf/...


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
Level 15

@Greta wrote:

How can I learn to use Bullzip + password?

How can I learn to use ProSeries secure PDF?

 


Bullzip is a free program you can download.  You can open any PDF and then choose to Print to Bullzip (bullzip shows up as a printer choice in the list of printers), when the bullzip screen opens, you go to Security and enter a password for the file, then save it.  It does have 2 password boxes, I think it says User and Owner (I don't know which does what, I just enter the same password in both boxes).


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪