Secure PDF Generation

introduction in the previous test drive real time document generation with runtime variables docid\ ccjs7mambw u0acum zd4 , we demonstrated how cloudfiles doc gen can generate documents using user input collected at runtime through a salesforce flow this short test drive builds on that by focusing exclusively on pdf encryption capabilities available at the final stage of that process — offering organizations more control and security over their generated documents in order to access this test drive, head over to our salesforce appexchange listing & click on the try it button enter your information to open the test drive org once the test drive is open, navigate to this article within the instructions tab of the test drive instructions follow all steps from the real time document generation with runtime variables docid\ ccjs7mambw u0acum zd4 test drive up until the final screen of the flow just before clicking generate , you’ll see a section labeled encrypt document (only pdf) here's how to use it 1 enable encryption by checking the box “want to encrypt the generated file?” 2 set password controls toggle set view password to restrict who can open the file toggle lock pdf to disable editing, copying, or printing enter the corresponding passwords in the input fields 3 click generate as usual the output pdf will be encrypted with the applied restrictions and emailed to the address you provided during the flow implementation this demo is powered by salesforce flow builder combined with generate document (sync) docid 9davjkiyvj2zfhjw7zcvx flow action the below image displays the flow being triggered behind this demo beyond this test drive pdf encryption is just one piece of cloudfiles’ broader security framework by combining encryption with flow driven logic, you can tailor document protection to meet business and compliance needs here are a few real world scenarios confidential proposal delivery restrict opening and printing of sensitive proposals generated for high value deals compliance driven reports apply strict retention and editing rules on regulatory documents hr & legal documents secure employment contracts or ndas with dynamic encryption before distribution customer data protection enforce gdpr or hipaa requirements on customer facing documents controlled distribution in flows automate when and how encryption is applied — per record, per stage, or per user role example contracts generated at the “legal review” stage automatically apply password protected access before being sent to external parties with cloudfiles, security isn’t an afterthought — it’s built into the generation process itself , delivering encrypted documents instantly with no waiting, no polling, and no third party tools required