How to Create a Secure Envelope for a Document
Posted by Melinda Barnsley, Last modified by Melinda Barnsley on 29 October 2018 12:43 PM
The purpose for using a secure envelope is so you can email sensitive information without the concern of the wrong person seeing the information. First, you will want to create and email the secure envelope as explained below (How to create and email a secure envelope). This secure envelope will require a password for the recipient(s) to open/view the email. Secondly, you will need to create and send a separate email to the recipient(s) of the secure envelope. This email needs to contain the password that you created during the setting up of the secure envelope.
At Plymouth State University, we use the Adobe Acrobat Pro software to create a secure envelope for our documents. If you do not have Adobe Acrobat Pro on your computer, contact the Help Desk at (603)535-2929 or email firstname.lastname@example.org for assistance to upload Adobe Acrobat Pro application.
Before you start, convert your document(s) to a PDF(s) by saving the document(s) in Word as a PDF.
How to create and email a secure envelope:
Open Adobe Acrobat on your computer
Click File in upper left corner
Select Open from the drop-down menu
Select the PDF file for which you want to create a secure envelope by clicking on the file once and click the Open button in lower right corner
Select the Tools tab in the upper left corner next to Home
Scroll to the Protect & Standardize section of the Tools
Click on Protect. This will open a new window for setting up protection
Click the More Options to open drop-down options
Select Create Security Envelope from the drop-down
Your document(s) show in the Currently Selected Files box. If not, click the Add File to Send button. If a incorrect file is selected, click the Remove Selected Files button. The example below shows two files are selected even though the first one is highlighted.
Select the envelope template you want to use.
The difference in templates is how you want the envelope to look. See below the different styles:
Select the Delivery Method. When do you want to send this envelope, now or later
Once you select the delivery method, click Next
Click the checkbox for Show all Policies. This will display the security policies you can apply to the enclosed files
Select the Encrypt with Password. This option requires you to create a password that you will email separately to your recipient(s) so they may open/view the document.
If everything looks correct, click Finish. Otherwise click Back or Cancel
You will now be prompted to create the Password you will email separately to the recipient(s). Check the box next to Require a password to open the document
Send Email. As stated earlier in the document, send a separate email to recipient(s) with the password