Secure document distribution
Secure document distribution
(OP)
I am looking for some suggested methods for distributing drawings &/or specificaiton sheets to our Sales & Operations personnel.
My company's official policy is to create a PDF and then add security to allow viewing & printing only. The problem I am encountering is that our Sales people "need"
to be able to insert the documents (drawings/spec sheets) into a MS Word bid package and when we are a subcontractor on a project our Operations people "need"
to insert our documents into the format of the primary contractor for the project.
The workaround I currently use is to save the SW drawing as a DWG, insert this into MS Word and then copy and paste special as a Metafile. This essentially becomes a picture file in Word that cannot be editted.
I have tried to saveas TIFF - file size is prohibitive and resolution is terrible.
In the process of writing this I discovered the saveas JPG and it looks promising although my coworker has previously encountered difficulty with the company logo in the titleblock not being saved in the JPG.
Does anyone have a good method to save/convert a Word document into a secure format that the Sales/Operations personnel can insert into Word document?
Sorry for the long rambling post but if anyone has suggestions they would be extremely helpful.
Louis
My company's official policy is to create a PDF and then add security to allow viewing & printing only. The problem I am encountering is that our Sales people "need"
to be able to insert the documents (drawings/spec sheets) into a MS Word bid package and when we are a subcontractor on a project our Operations people "need"
to insert our documents into the format of the primary contractor for the project.The workaround I currently use is to save the SW drawing as a DWG, insert this into MS Word and then copy and paste special as a Metafile. This essentially becomes a picture file in Word that cannot be editted.
I have tried to saveas TIFF - file size is prohibitive and resolution is terrible.
In the process of writing this I discovered the saveas JPG and it looks promising although my coworker has previously encountered difficulty with the company logo in the titleblock not being saved in the JPG.Does anyone have a good method to save/convert a Word document into a secure format that the Sales/Operations personnel can insert into Word document?
Sorry for the long rambling post but if anyone has suggestions they would be extremely helpful.
Louis






RE: Secure document distribution
We usually get RFP packages with separate Word and PDF files.
TTFN
RE: Secure document distribution
RE: Secure document distribution
The PDF files submitted to Sales and Operations have security set to allow only printing. If we send out PDF files without security enabled someone will try to do a favor by changing a document without bothering me. Now we have different documents with the same document # and revision level.
Unfortunately it looks like I will continue jumping thru a couple of hoops to copy/paste special my content to create Windows picture files.
RE: Secure document distribution
Then, insertion as an attachment is trivial.
TTFN
RE: Secure document distribution
If a PDF is issued without security, it is just a matter of time before someone modifies the document.
RE: Secure document distribution
RE: Secure document distribution
Your statement [qoute]Now we have different documents with the same document # and revision level.
Unfortunately it looks like I will continue jumping thru a couple of hoops to copy/paste special my content to create Windows picture files[/quote] is untrue if you have proper document control ala ISO 9000. Since it's YOUR document, only the electronic and configuration controlled version of YOUR document is the correct one.
TTFN
RE: Secure document distribution
Thanks to all for the suggestions.