Password-Protect a PDF and Upload It to SharePoint using PDF.co & Make

Step 1: Set SharePoint Site Permissions to "Anyone"

Before setting up the automation, ensure your SharePoint site allows external file sharing:

1. Open Microsoft Admin Center
2. Click Show All → SharePoint → Active Sites
3. Select your SharePoint site name
4. Click Settings
5. Set Privacy to Public
6. Set External File Sharing to Anyone

Step 2: Image of the Complete Workflow

Step 3: Create a New Scenario and Set Up SharePoint’s Watch Files/Folders as Trigger

Step 4: Configure the Module with the Site and Folder Details

Step 5: Run the Module to Verify it Returns a File

Step 6: Add the PDF.co Add Password and Security Module

Step 7: Configure the PDF Security Module

• Set "Import PDF from URL" as the Input Type.
• Use "Download URL" as the URL field value.
• Enter your Owner Password and User Password.
• Customize additional security settings as needed.
• Test the step to ensure the PDF is correctly password-protected.

Step 8: Upload the Protected PDF to SharePoint using its Upload a File Module

Step 9: Set the Destination Folder and Upload the Protected File

Step 10: Run the Scenario and Turn on Automation

1. Run the entire scenario to test the full workflow.
2. Verify that the PDF is:
   • Password-protected
   • Successfully uploaded to the correct SharePoint folder
3. Once everything works correctly, turn on automation to process files automatically.