Introduction
Ensuring the security of your PDF documents is crucial, especially when dealing with sensitive information. One effective way to enhance this security is by protecting your PDFs with a One-Time Password (OTP). This tutorial will guide you through setting up OTP protection for your PDF files, providing an additional layer of security by requiring recipients to enter a unique password sent to their email or phone before accessing the document. Follow these simple steps to secure your PDFs with OTP and keep your information safe.
1. Click on Create "PDF"
2. Upload the required PDF
3. Enter the Email address
4. Click on the key icon (access code) beside the email address
5. Assign a key.
Note: This OTP will be known only to you and your signee, and it will be required by your signee to finish the signing process
6. You can copy the code to share it with your signee
7. Fill in all the details and click "Confirm"
8. Add the necessary fields
9. Choose your desired sharing method
10. This is how the signing screen will look to your signee, They'll have to type the OTP that you give to sign the PDF
11. Click on "Verify Code"
12. If the code is right, you'll be redirected to the signing screen
FAQ
How do I lock a PDF with a code?
a. Open BoloForms: Log in to your BoloForms account.
b. Select the PDF: Choose the PDF you want to lock.
c. Set Access Code: Enter the desired password to lock your PDF.
d. Save Settings: Confirm and save your settings.
Your PDF is now locked with a code, ensuring only authorized users can access it.
2. How can I make my PDF secure?
Password Protection: Lock your PDF with a strong password to restrict access.
OTP Verification: Enable OTP (One-Time Password) protection to add an extra layer of security.
Encrypt the Document: Use encryption to protect the contents of your PDF from unauthorized access.
Restrict Permissions: Limit actions such as printing, copying, or editing the PDF by setting specific permissions.
Use Digital Signatures: Ensure the authenticity and integrity of your PDF with digital signatures.
By implementing these security measures, you can ensure that your PDF remains secure and accessible only to authorized individuals.
Conclusion
Protecting your PDFs with an OTP is a straightforward and effective way to ensure that your sensitive documents remain secure. By following the steps outlined in this tutorial, you can easily set up OTP protection, adding an extra layer of security that requires recipients to verify their identity before accessing the file. This method not only safeguards your information but also provides peace of mind knowing that your documents are accessible only to authorized individuals. Start using OTP protection for your PDFs today to enhance your document security.