Docy Child

Documents

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What is it?

The documents page automatically populates the policies and certifications already available within your TrustCloud for easy sharing with prospects/customers! You can also upload any additional documentation that you want to share.

The following screenshot shows the documents page.

Documents

Watermarking Documents

You can easily apply a watermark to all of your documents by toggling the watermark setting to “No Watermark” or “Apply Watermark”. After applying a watermark, all uploaded documents will contain a watermark for the downloaded document along with the date and time stamp.

Additionally, if you prefer to apply a watermark setting (on/off) to individual documents, edit the uploaded document and select the “Watermark on” or “Watermark off” toggle individually.

NOTE: You cannot apply a watermark to any encrypted documents or publicly available documents, as the system does not know the email address of the users viewing the information. 

Encrypted/Password or Documents

When an encrypted/password protected document is attached for upload, the default watermark setting is disabled.

The following screenshot shows the error message after uploading the Password document.

Screenshot 2023 05 17 at 12.12.29 PM

If you need to remove the document encryption, you need to have appropriate permissions to do so. If you don’t have those, you’ll need to locate the policy author or administrator of the secured PDF to make this happen. Then, follow these steps:

  1. Open the PDF in Acrobat Pro on Windows or Mac.
  2. Click on Tools. 
  3. Click on Encrypt.
  4. Click on Remove Security.
  5. If the document has a Document Open password, click OK to remove it.
  6. If the document has a permissions password, type the correct password in the “Enter Password” box.
  7. Click OK.
  8. You have unlocked the PDF. Now, make sure to save the document so others can access it as well.

Editing Document Details

Only the document owner can edit a document’s details. 

If you are not the document owner, the ‘edit’ icon will not be enabled for your access.

If you are the document owner, simply click on the pencil icon to edit. You can edit the document title, description, link, or file. Click on the “Save Changes” button.

The following screenshot shows how to edit a document.

Edit Document

Document Permissions

Set the document permissions on each document. Document permissions determine a default setting for who can access each document. Once you have set the appropriate document permission level, click on the “Save Permissions” button.

The following screenshot shows the Document Permissions.

Document Permissions

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