PracSuite includes tools to password protect PDFs and apply other restrictions.
Applying PDF Security
After opening a PDF from a patient file, select the Security button in the menu bar to manage permissions.
Before you can apply permissions, you will need to choose an Owner Password. This password will be required to edit or remove permissions for this PDF moving forward.
After choosing an Owner Password, you'll be able to customise permission for this PDF
Requiring a password to open a PDF
Enable the option to require a password to open the document and choose a password accordingly. The password to view the document should gennerally be different to the owner password that is required to edit PDF permissions.
After applying the open password, select Save to finalise the process.
When opening the PDF, the user will be prompted to enter the document password.
Customising Other PDF Permissions
Other permissions can be restricted in the PDF, such as:
Printing
Copying Test or Graphics
Inserting, Deleting or Rotate Pages
Adding Annotations or Signature or Filling Existing Form Fields
PracSuite cannot guarantee that the permissions will be enforced by all PDF viewers. While we ensure the resulting PDF file includes these permissions in its properties, not all viewers will respect these settings.
After applying your desired permissions, select Save to finalise the process.
Removing PDF Security
To remove PDF security, select the Clear Security button. The Owner Password is required to complete this process.
Applying PDF Security When Creating or Emailing Letters
PDF permissions can be applied when creating or emailing letters.
When saving a letter, use the drop down menu to select the Save as PDF & Secure option to manage permissions.
When emailing the PDF, use the drop down meny to select Email as PDF & Secure option to manage permissions.
