Password-Protect a Document in iPortfolio

Make sure that documents with private patient information can only be viewed by approved personnel!

1. Open the document you wish to password-protect.
2. Select File > Print (or hit Command P).

3. Click on the PDF drop down menu and select Save as PDF. 

   

4. Check the Require password to open document option.
   1. Enter a password.
   2. Verify the password.
   3. Add more limitations if desired, such as requiring a password to edit or print the document.

5. Click OK.
6. Import the document into the patient's iPortfolio.
7. In order to view the contents of the document, staff members will need to enter the password!