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

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 Zap and Set "New File in Folder" as the Trigger

Step 4: Select the Site Name and Public Folder

Step 5: Test the Trigger and Select a Record to Continue

Step 6: Add the PDF.co Security Module

Step 7: Configure the Module

Fill in the following details:

• Source File URL – Select the PDF file from SharePoint.
• Add Security – Enable password protection for the file.
• Owner Password – Set the owner password (for editing permissions).
• User Password – Set the user password (for viewing and printing access).
• File Name – Define the name for the protected PDF.
• Additional Settings – Configure any other security options as needed.

Step 8: Test Module and Open the Output URL

Step 9: Add the SharePoint Upload a File Module

Step 10: Specify the Destination Folder and Upload the Protected File

Step 11: Publish the Zap to Automate the Workflow

1. Test the Zap – Run a test to ensure everything is working as expected.
2. Review the Workflow – Verify that the PDF is correctly password-protected and uploaded to SharePoint.
3. Click "Publish" – Finalize the setup by publishing the Zap.
4. Automation Starts – Once published, the workflow will run automatically whenever a new file is added to the designated SharePoint folder.