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Included in Better

Encrypt PDF

Encrypt protects PDFs before external sharing while keeping access decisions connected to the workspace record.

Problem

Sensitive PDFs can contain visible secrets, hidden data, active content, weak permissions, or signatures that need validation.

Use

Apply protection controls or inspect trust state, then retain evidence for the release decision.

Evidence plan

What this unlocks

  • Password-protect documents
  • Run from the document workspace once signed in
  • Available for repeatable batch or pipeline workflows
Simple pathForm W-9

Quick OCR and field check

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

  1. 1Upload the W-9
  2. 2Run OCR
  3. 3Inspect detected text and form regions
  4. 4Save a searchable copy
Searchable PDFField review notesClean source metadata

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Password-protect client deliverables
  • Secure sensitive packets before handoff
  • Pair redaction with encrypted delivery

Workflow steps

  1. 1Choose password or permission settings
  2. 2Generate the protected output
  3. 3Share or archive the encrypted artifact with the audit trail

Outputs

  • Protected or sanitized PDF
  • Verification report
  • Security audit entry

Review checks

  • Verify destructive changes
  • Separate secret delivery from artifact generation
  • Retain reports with the final version

API

Endpoint family: /v1/security, /v1/forensics, /v1/jobs
  • Use scoped API keys for automated protection steps.
  • Store secret delivery outside the generated artifact workflow.
Integration overview

Limits

Availability
Included in Better
Readiness
beta
Automation
Pipeline-ready

Confirm entitlement, input requirements, and deployment fit in the package and API documentation before you automate this capability.

Integration overview

Evidence

Browse proof
Evidence is published with the related workflow and proof artifact when it is available for this capability.

Public example workflows

Integration overview

Roles and use cases