Please note: You can only create security envelopes in Acrobat Pro; not the Acrobat Reader.
1. Open Acrobat, click the Tools Tab, and click “Protect”
2. Select the more options drop-down and select “Create Security Envelope”
3. In the “Create Security Envelope” dialog box, click the “Add File to Send” button.
4. In the Files to Enclose dialog box, browse to select the file or files to add, highlight them and select “Open”.
Note that you can add non‐PDF files, and you can add more than one file. The Currently Selected Files window displays a list of the file(s) you have added. You can delete any file by selecting it and clicking Remove Selected Files.
5. Click Next.
6. In the Available Templates panel, select the template you want to use – “eEnvelope with Signature”, and then click Next.
7. Make sure "Send the Envelope Later" is selected and hit Next
8. In the Security Policy dialog box, first check the "Show All Policies" box. Select "Encrypt with Password". Click Next.
9. Complete the Identity panel if you haven't already established an identity and click Next.
10. Click Finish. Now you'll choose your security settings.
11. In the Password Security Settings dialog box, set a password in the “File Attachment Open Password” field.
12. At the bottom choose "Encrypt only file attachments".
13. Click OK. Enter the password you entered in the previous step and hit OK. You can now save the file and send the envelope.
14. Make sure to send an immediate follow‐up email with the password to open the envelope.