I send PDF proposals to clients and want them to be able to read the files without changing anything. What kind of locking should I use?
Use a permissions password that blocks editing, copying, and printing, not an open password, since clients still need easy access. Keep the permissions password to yourself and send them the normal PDF. Just know this only discourages changes, since anyone can screenshot or recreate it. I also keep the original proposal and email trail, which has saved me headaches before.
You want a permissions password, not an open password, so they can read but not edit. If you build proposals in LibreOffice, Export as PDF has a Security tab where you set that and tick no changes allowed. Fair warning, PDF permissions are more of a polite deterrent than a wall. What do you make them in?
Use a permissions password to block editing, while leaving viewing and printing allowed if you want. In PDFcap, open the file, choose Protect, set “editing not allowed,” then save a separate client copy. Just remember this is a deterrent, not a guarantee, since someone can still copy text or make screenshots.
You want a permissions password, not an open password. An open password stops people reading at all, while a permissions password lets anyone open the file but blocks editing, copying or printing. When you export from Word, look under Options in the Save As PDF dialog and set it there. Fair warning though, many readers ignore those restrictions, so treat it as a deterrent rather than real security.
Use a permissions password, not an opening password. In Acrobat, go to File > Properties > Security, choose Password Security, then set “Changes Allowed” to None and choose whether printing is permitted. Clients can open and read it without entering a password, but no PDF lock is completely unbreakable, so keep your original file safe.
In Acrobat, I use Protect, then Encrypt PDF. I set a permissions password, leave the open password blank, and disable editing and document changes.
If you just want them to view/fill but not edit, use “restrict editing” (permissions password) not an open password, so they dont need a password just to open it.
- In Acrobat: Tools > Protect > Restrict Editing, set a permissions password, uncheck editing but leave printing/commenting as you like.
- No Acrobat? PDFsam or even Preview on Mac has basic permission settings, though not as strong.
- Always keep a copy of the original unlocked file before you do this, in case you need to edit it later.
@SilentHunter Good shout on LibreOffice, that’s my go to on my old laptop. Export as PDF, Security tab, set a permissions password and leave the open one blank, then no changes allowed. Not sure the tabs sit the same way on Mac.
You want a permissions password, not an open password! I learned this the hard way when I accidentally locked new hires out of their own handbook. If you use Microsoft Word, just go to Protect Document before saving to restrict editing. That way clients can open and read it, but can’t touch the text.