PDF Security Settings

This document shows you how to protect the PDF documents you create in TOTAL and WinTOTAL.

Document 4202  ¦  Last updated:  12/07/2016 KMG

PDFs are often used for creating copies, storage, and transmission of appraisal reports.  Many appraisers don't realize that unless protection is placed on a PDF, the recipient can edit the file using the full version of Adobe Acrobat.  Click here for an AppraisalPress article with more information on why securing your signature is important.

Select your software below for instructions on securing your PDF report files.

If you save or deliver reports as PDF files, it's best to make them as secure as possible.  Follow the instructions below to apply security features to your PDF file.

  1. From the File menu in the upper left, select Print Report to PDF.

  2. In the PDF Settings displayed on the right, check the Enable PDF Security option, and enter a password.  This feature ensures the file can't be edited without entering a password first.

  3. After choosing the pages you wish to include in your PDF, click Print.  The security setting will be remembered for your reports any time you print to PDF.

If you save or deliver reports as PDF files, it's best to make them as secure as possible.  Follow the instructions below to apply security features to your PDF file.

  1. When delivering or using the Print to PDF option, you first get WinTOTAL's Print screen.  Notice the option for PDF is marked.
  2. Click Edit PDF Security Settings lower right of the screen.
    You may need to click the Click here for more printing options option in the bottom right first for report options to be displayed.

  3. At a minimum, check Change the PDF.  The other options provide additional security if desired.

  4. Click OK.  The security settings will be remembered for your reports any time you print to PDF.

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