How to Set up Password for PDF Attachment?

October 13, 2021

Jotform Smart PDF Forms can create an online form out of a PDF form. When someone fills out the online form, the responses populate the original PDF. This PDF can be sent as an attachment in both notification and autoresponder emails.

You can find options for the original PDF attachment in the PDF connection settings (under the Settings tab in Jotform Smart PDF Forms). For non-HIPAA accounts, the original PDF attachment is enabled by default. 

This also enables the PDF attachment in the email templates.

If you’re working with data that requires extra security, there’s an option to set a password for the PDF attachment. Check the Enable password protection option and enter the password you want to use. For the notification email, the process looks like the following:

There are no requirements for password strength/complexity, but we recommend using a strong one. Please don’t forget to click the Save button at the bottom to save your changes.

You can also enable password protection for the PDF attachment in the autoresponder email. However, you will need to send your users the password so that they can open the PDF attachment. We recommend not using the same password from the notification email.

For HIPAA accounts, the original PDF attachment is disabled by default for both notification and autoresponder emails in the PDF connection settings. You have to set a password to enable the original PDF attachment. A password is required for HIPAA accounts. 

The same password is carried over to the autoresponder and notification template settings. You don’t need to change it. 

Visit the following guide for additional details about PDF attachments in HIPAA accounts.

How to include submissions as PDF attachments in email notifications

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