Archive for October, 2024

Safeguard Your Customers’ Data with Password-Protected PDFs

As the custodian of your customers’ sensitive information, it’s crucial to ensure that the data collected through your forms is well protected. FormSmarts offers a variety of options to help you safeguard form submissions.

Many businesses prefer to receive form responses via email for timely action. However, relying solely on standard email can expose you to several risks:

• Account Compromise: If your email account is hacked, someone could gain access to the data.
• Inadvertent Leaks: Anyone who has access to your phone or computer could accidentally expose a local copy of the data.

View Form Submissions Online

To mitigate these risks, FormSmarts provides an option to send notification emails that do not display the submitted data directly in the message. Instead, you can view the complete form entry online through a secure link. This requires signing in to your FormSmarts account, adding an extra layer of security.

Downloading Secure PDFs

If you prefer to download submissions as PDFs, FormSmarts allows you to password-protect these reports. This means anyone attempting to access the document will need the password, thereby safeguarding the data from unauthorized access on your devices and in your email.

Setting up password protection for PDF documents is straightforward:

• For forms sent only to your primary email address (the login email), create a unique PDF password (distinct from your FormSmarts password) and enable PDF protection.
• If your form is sent to multiple email addresses, create a sub-user for each recipient. They will need to sign in to FormSmarts to set up their own PDF password (again, the PDF password must differ from their FormSmarts password). Once everyone has created a PDF password, complete setup as directed.

Conclusion

FormSmarts also provides a third option: secure encrypted email. While slightly more complicated to set up, encrypted email provides additional benefits and a high level of protection.

By implementing these measures, you can better protect your customers’ data while maintaining efficient access and communication.

Posted on Oct 23rd, 2024 in online form.
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Tags: collaboration, form to pdf, security