Solution Properties
Solution ID:
200427112224020
Last Modified Date:
Wed Mar 23 14:24:24 UTC 2022
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Report Designer - How to apply a password to a document
Description
Cause
Resolution
  1. Select the document you wish to change, then click Edit.
  2. In Report Designer, in the Report Explorer pane, click the document name.
  3. In the Properties pane, click Security Options then click the finder button .
  4. Change the security options as required:
    Do not encrypt the PDF document To apply no security settings to the document, select this option.
    Encrypt the PDF document with a fixed password To enter a case sensitive, fixed password to the document, select this option then enter your password.

    This does the following:

    • If you run a report to PDF file the password is applied.
    • If you email a copy of the layout to each individual customer, for example, when producing a statement run, this password is applied to every .PDF attachment.
    Encrypt the PDF with a password defined by an expression

    To use a password you have entered within your Sage 50 Accounts data, for example, the customer's report password.

    1. To the right of the Expression box, click the finder button.
    2. In the Expression Editor window, in the Fields pane, browse to and double-click the required variable, for example SALES_LEDGER.REPORT_PASSWORD, then click OK.
    Restrict operations on the PDF document To restrict what can be done to the PDF document once it's created, select this check box then amend the options as required.
  5. To accept the settings, click OK.
  6. On the menu bar click File, then click Save As.
  7. Enter a new file name then click Save.
  8. On the menu bar click File, then click Exit.
[BCB:72:Sales - CakeHR:ECB]

 

 

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