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Create pdf invoice for Security

heyo it's aurelius in this video i'm going to teach you three ways on how you can protect your digital downloads such as pdf documents media files or anything else that can be digitally downloaded each of these ways has its pros and cons and flaws so there's no one solution or method that does it all so if you do add maybe two of these methods or perhaps even three of these methods then it's even better let's go on to method number one which is using a pdf protection tool such as pdf2go so go to pdf2god and then where you go is to the protect pdf option so if you go to all tools there's an option to click on protect pdf from here you simply drag and drop your file right here so this option is for pdf documents specifically so let's say i've got this ebook right here that i want to protect or password protect specifically that'll upload it as you can see and then while we wait for that we can just choose a password that we want so this password will be used to unlock this pdf so let's just put in password for this example you're also given a few other options such as prevent printing copying or modifying so we can select all of that and then there's a specific password if they wish to print copy or modify so we enter a password again and the option that pdf2go also offers is this rasterize option essentially what it means is if you have this pdf document people can really just copy and paste the text and the images onto let's say word doc or google doc so in order to stop and prevent that from happening enable rasterize which will then convert those pages into basically pixels or images rather than text that they can copy and paste so enable that i think that's a great measure if you don't want your ebook let's say copied and pasted once you're set with all that click on start once you've hit that start button it'll then do its job of basically password protecting the pdf document once that's all done click on download and here's the downloaded pdf file if i try to open that it'll ask me for the password so you can see right here it's asking me what the password is for this document so enter the password in and as you can see now it is unlocked a little warning on a caveat here by using this method people who do have the password can easily unlock it and decrypt it all they need to do is go and use one of these tools like pdf2go and then go to unlock pdf basically all they need to do is just drag and drop that exact password protected file and then putting or inputting that password that they know of and then that'll do basically unlock that file completely so then there'll be no prompt for a password for that particular pdf so it kind of defeats the whole purpose of protecting a pdf with a password but if they do go through those links and if they desperately want to unlock it in a way where there's no more password protection and then they illegally share it amongst their people then you know then you really can't stop it but again they do need to know that this method or tool exists in order to unlock the pdf document now with that said there is another method so i'll share with you method number two and that is to use a another service called docsen.com docsen allows you to send any kind of document to your students your email recipients or your customers with a specific unique link and then you can actually track who has downloaded or access that particular link here's what the backend looks like if i go to content i can then create a new link or i can just upload a new file let's use this ebook again as an example but you can upload pretty much anything on docsin but before i jump into docs and i want to note that docsen is a paid tool which is ten dollars per month paid annually there is a free trial if you do want to give it a try for 14 days so if you do want to protect your files and it is essential then this may be a good solution for that with that said let's now protect one of our documents let's go back and then upload this particular file so i'll click on upload content docsin also allows you to upload signable documents add a url or upload and extract the zip but i'll choose upload files and folders from my device i'll drag and drop that specific pdf document right here and then i'll click on upload now that it's uploaded you can see that it is processing and once it's processed what you can do is add a new link so there's a specific link that students or customers or email recipients can use in order to access that specific file i'll click on add link now i'm going to create a new account for this so let's say it is for my customers or it is for the marketing team or whatever it is you can just name it right here to describe the organization or company perhaps and here i want to put in staff so i'll just create a new account name stuff and then do i require email to view i can check that or uncheck it so it's up to you whether they need to enter a valid email address or not you can also allow downloading or not and there's an expiry date too so if you have a specific date when this specific document needs to be downloaded by you can set that also offers password protection and access control you can allow certain viewers with specific email addresses with that and even going a step deeper with viewers must verify their identity via a secure link sent to their email prior to accessing your document in addition you can add a watermark if you wish to do so once you're done with the settings click on create a link now i'm given the unique link i'll just copy that now when i try to open the document in a new browser with that link i am prompted to enter my email address docsen allows you to track who has downloaded and visited the link you can see right here so if they do enter their email we've got a record of all of that as an example i entered my email address to access that pdf file and now i can see under activity visitors i can see last seen at this time and total time spent and number of visits what's also great about docsen is that it integrates with zapier zapier allows you to do all sorts of things integrating as a kind of a middle man tool to connect with another app or tool this can be a powerful combination because once you integrate docsin with let's say your shopping cart system any customers that purchase through your shopping cart that information and that data can then be passed on through zapier then to docsin which then can be used to validate whether a customer really did purchase or not the third way to protect your downloads is to gate it with some sort of membership plugin script or system one in particular i can mention is wishlist member which is a highly popular membership plugin it plugs into wordpress which is the most popular blogging platform out there it offers one-click content protection so you can create uh certain pages and then protect it with the right membership level so if they don't have a certain membership level or if they didn't purchase then they won't get access to that specific download so this method may be a little extreme especially if you basically want to offer the digital download right away after someone purchases but if you do want to take that extra measure and protection i guess you can use a membership plugin like wishlist member if you really want to protect your digital downloads you can get it with a membership plugin in combination with something like docsin to then protect and create unique links for your digital downloads and by using a membership plugin you can see who has logged in who has access specific pages and then restricts access if you do see or find someone that is a little suspicious and there you have it those are three ways and methods on how you can protect your digital downloads if you found this video helpful by all means hit that like button subscribe and turn on notifications too so you don't miss out on future tutorials just like this thanks so much for watching and looking forward to sharing the next video with you [Music] you