Password Protect a Document
This guide explains how to set a password for a QuoteCloud document, ensuring only authorised recipients can view it.
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Password Protect a Document — FAQ
What does "Password Protect a Document" in QuoteCloud do?
Password Protect a Document lets you secure a document with a password, ensuring that only people who know the password can open and view it. This helps keep sensitive content private.
Why should I use password protection for a QuoteCloud document?
Password protection is useful when a document contains confidential pricing, contracts, client data, or other sensitive information. It adds an extra access control layer so only authorised recipients who have the password can view the file.
Who can set or remove a password on a QuoteCloud document?
Only the document owner or users with edit access can set or remove a password.
How will recipients open a password-protected QuoteCloud document?
Recipients must enter the password you set to open and view the document. Be sure to share the password securely (see best practices below) and only with authorised recipients.