Encrypting a Document

ELMA allows encrypting documents with a password in order to secure data and restrict access to the document.

For a user to be able to encrypt a document, the following conditions must be met:

To encrypt a document:

1. open the Access tab of the document page in Web Application.

2. click Encrypt Confidential Document (fig. 1).

Fig. 1. Document page. Access tab. Encrypt Confidential Document button

3. In the opened dialog box, enter a password for accessing the document and confirm it (fig. 2).

4. Click Encrypt to complete encrypting (fig. 2).

Fig. 2. Dialog box for entering a password

After you have encrypted the document:

to view (open the document page) or edit the document, you have to enter the password (fig. 3, 4);

Fig. 3. Entering the password to view the encrypted document

Fig. 4. Entering the password to edit the encrypted document
the Confidential section will be displayed on the General Information tab of the document page (fig. 5).

Fig. 5. Document page. General Information tab. Confidential section
the document fields, marked with Encrypt when configuring encryption in ELMA Designer will be hidden in data tables.

Changing the document password

To change the password for accessing an encrypted document, you have to:

open the Access tab of the document page in Web Application;
click Change Password (fig. 6);

Fig. 6. Document page. Access tab. Change Password button
in the opened dialog box, enter the current password and a new password and confirm it (fig. 7).
click Change Password to change the password for accessing the document (fig. 7).

Fig. 7. Changing the document password

After that, the new password will be required to access the document.

To cancel document encryption:

open the Access tab of the document page in Web Application;
click Cancel Encryption (fig. 8);

Fig. 8. Document page. Access tab. Cancel Encryption button
in the opened dialog box, enter the current document password (fig. 9);
to cancel encryption, click Cancel Encryption. To close this dialog box, click Cancel (fig. 9).

Fig. 9. Cancelling the document encryption