How To Protect confidential information in PDFs and document scans

Being in business you may often work with documents containing confidential information. Any time you need to share such documents, it is up to you to take care to treat this information properly.  Depending on the purpose of sharing the document with third parties, there are different types and levels of protection that can be applied to a document. For example, should only authorized readers be able to open the document, or should some personal data be concealed.

Here are several ways how you can protect your PDF:

1. Protect the document from unauthorized access

Documents, which should be accessible only for authorized persons, can be protected with a password. This prevents anybody other than the intended recipient from opening the document and reading its content. Keeping the confidential information secure and available only to those who possess the password.
Where to find this functionality in ABBYY PDF Transformer:
File > Password security > Restrict access with a Document Open password

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2. Restrict actions with the document

In some cases the content of a document should be available to a broad audience, but some restrictions in the usage of the document might be required. By enabling “restriction” or “permission” passwords the author is able to completely prohibit printing or restrict printing to only low resolution. It is also possible to completely prohibit any editing of the document or allow only specific edits, such as to fill in form fields or allow commenting – there are various possible options. With “restriction” passwords you are even able to set up whether users can extract content such as text and images from the document and whether screen reading software is allowed to “read” the text on the image.

Where to find this functionality in ABBYY PDF Transformer:
File > Password security > Restrict printing and editing with a Permission password 

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3. Verify authenticity and integrity of the document

Nowadays there are multiple software tools available on the market, which allow editing or modifying PDF documents. That means when sharing PDF documents with others the final recipient can never be sure that the document he/she received has not been modified.
In order to identify the person signing a document and also to help verify a document’s integrity the author can use a digital signature. Digital signatures are based on certificates that contain information about the sign as well as whether changes were made to the electronic document after signing. Any change made to the document after digitally signing it will render the signature invalid.

Where to find this functionality in ABBYY PDF Transformer:
File > Digital Signature…

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  • http://legalcopyingservices.co.uk/ LegalCopying London

    Thank you, this post helped me a lot!