How do you password protect a file?
Quick answer
To password protect a file, use the program that made it to set a password to open: Protect in Adobe Acrobat for a PDF, File then Export then Permissions in Mac Preview, or File then Info then Protect Document in Word. Save the file so the password takes effect, and send the password by a different route from the file itself.
Key facts
- Adobe Acrobat: open the PDF, go to Tools then Protect, choose to encrypt with a password, set it, click OK and save.
- Mac Preview: open the PDF, choose File then Export, click Permissions, require a password to open the document, enter and confirm it, enter an owner password if Preview asks for one, then Apply and Save. Use a new filename to keep the original unprotected.
- Microsoft Word on Windows: File, Info, Protect Document, Encrypt with Password, then save. Microsoft says Word passwords are case-sensitive and limited to 15 characters.
- Word for the web cannot password-encrypt a document. You need the desktop version of Word.
- Microsoft states that Word cannot recover a lost password, so keep a copy somewhere safe. Treat any file password the same way.
- A password to open a file is different from restrictions on editing, copying or printing. Only the open password stops someone reading the file.
- A password protects the file itself, but once someone has opened it, nothing stops them saving or forwarding it.
Set it in the program that made the file
Passwords live inside the file, so the easiest way to password protect a file is with whatever you already use to open it. For a PDF in Acrobat, that is Tools, Protect, then encrypt with a password. On a Mac, Preview does it for free through File, Export, Permissions. For a Word document, it is File, Info, Protect Document, Encrypt with Password.
Pick the option that requires a password to open the document, not one that only restricts editing or printing. A restriction still lets a stranger read the file, which is rarely what you wanted. And export a protected copy under a new name, so your working original stays open to you.
Keep the password somewhere you can find it
This is where people get burned, and it is not the software. Microsoft is blunt that Word cannot recover a lost password for you, and I would assume the same for any file you lock. When I was sending proposals all day, the worst outcome was never a leak. It was a locked file nobody could open three weeks later because the password lived in one person's head.
Write it in a password manager, and send it to the recipient by text or a call, not in the same email as the file. If you do need to undo it later, I covered how to remove a password from a PDF.
What a password does not do
A password locks the door. It says nothing about what happens once someone is inside, because they can still save the file and forward it. If that matters, a hosted link with an expiry date gives you more control than an attachment ever will, and LiveDocument has link expiry for exactly that. It does not do watermarking or NDA gating, so look at DocSend if you need those. For the email side of it, see how to encrypt a PDF file for email.
The Bottom Line
Setting the password takes a minute and the software does the hard part. What decides whether it works is where you send the password and whether you can still get into your own file next month.
Written by Cameron James