Protecting client information is critical, especially when documents are emailed because emails can be hacked or sent to the wrong person. One way to protect your client’s information is to encrypt the document being emailed. You can encrypt a document by adding a password before attaching it to an email. Just as important: never send that password in the same email, or even the same method, as the document itself.
The instructions below demonstrate how to encrypt documents in the Desktop-based Microsoft Word and Adobe Acrobat PDF.
Access this written version of the tutorial, one of our many practice aids.
