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Security silo

Secure PDF workflow

Share documents safely: mark drafts with watermarks, encrypt with passwords, add typed signatures, or unlock files you own.

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Recommended workflow

  1. Draft review — add a diagonal watermark so recipients know the file is not final.
  2. Approval — add a typed signature block for quotes, SOWs, and internal sign-off.
  3. Distribution — password-protect the final PDF before email or portal upload.
  4. Archive — compress the locked PDF if attachment size limits apply.

Sign PDF

Add typed signature blocks to quotes and SOWs. Difference vs qualified e-signatures.

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Watermark PDF

Diagonal watermarks for drafts, samples, and confidential packs. Combine with password protection.

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Password protect

Encrypt sensitive PDFs before email. Password length, sharing hygiene, and recovery limits.

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Unlock PDF

Remove PDF passwords when you know the passphrase. Owner vs user locks, legal use, and post-unlock workflows.

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PDF redaction

Permanently hide sensitive text before sharing externally.

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Related workflow tools

Further reading