Password Protection

A simple and straight forward Security Rule that requires the visitor to enter a password before they can view a document. It can be used alongside an Email Capture Security Rule if you wish to use a combination of the two.

Make sure the password is communicated and provided to your visitors securely, so they know what to enter!

How to create a 'Password' Security Rule

Select ‘Documents’ from the main menu.
Select ‘Settings’ followed by ‘Security Rules’.
Select the ‘Add’ button.
Start by entering a name for the Security Rules in the 'Details'.

💡 Make sure the name is clear and recognisable so you know which Security Rule you're looking for when you wish to add it to a Document.

Select the 'Basic Login' tab.
Enter a password of your choice into the 'Password' field.

💡 Display the cover of the Document and add add Help Text of your choice to the login screen to ensure the best experience for your visitors.