Password-Protecting File Attachments

Password-Protecting File Attachments

Purpose

This article covers file-level protection for word documents and excel files. NEVER send any Client personally identifiable information (i.e. ssn's, names, dob, vet status, age, etc.) without ensuring the information being sent is done so in a secure manner and is fully encrypted.

How to Password Protect a Word Document or Excel File

Windows Platform

  1. Go to File > Info > Protect Document > Encrypt with Password.

  2. Type a password, click ok

  3. Type the password again confirm it and click ok

  4. Save the file to make sure the password takes effect.

Using MacOS

  1. Go to Review > Protect Document

  2. Type a password, then type it again to confirm it.

  3. Click OK.



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