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 part of cloudfiles’ broader suite of document level security capabilities with our flow driven pdf controls, you can implement password protected access viewer password for opening and owner password for editing or unlocking pdf locking prevents editing, copying, or formatting changes restrict printing & form interaction disable printing entirely or disallow filling pdf forms retention & lifecycle policies assign retention rules to documents using variables all controls are dynamic powered by flow inputs — you can automate them per record, per user, or conditionally these features enable secure delivery of generated confidential documents — without the need for third party tools or post processing steps and because cloudfiles runs as a synchronous (real time) document generation engine, the encrypted document is instantly available — no waiting, polling, or external triggers required