Secure client documents on Smartphone phone

How to Secure client documents on Smartphone

When working with papers is an integral part of your everyday tasks, you probably know how important your editor’s productivity should be. Document processing and modifying are generally easier on a computer than on the printed sheet. Nevertheless, it is sometimes essential to Secure client documents on Smartphone without access to a laptop or a computer. Such procedures are effortless with DocHub, as this platform delivers its instruments directly to your mobile device screen, whichever model you utilize.

With our DocHub editor in your pocket, you are able to change your PDFs even away from the keyboard. The developed mobile interface keeps all features simple, letting users to open DocHub on the phone and Secure client documents on Smartphone right away. Follow these simple steps to take full advantage of your mobile device:

Open the web browser of your choice on your mobile device to Secure client documents on Smartphone.
Visit the DocHub website and Log in to your account. If you do require an account, utilize your credentials or email account to register.
When you complete your registration, add the file you need to adjust by finding it on your mobile device or utilizing a cloud storage link.
Open your file for modifying and make all intended adjustments. Use DocHub instruments that are easy to access on your mobile phone interface.
Save changes in your document by keeping it in your profile or downloading it on your phone.

With DocHub mobile phone editing capabilities, you are never far from efficient file editing. Utilize this system to Secure client documents on Smartphone and manage a lot more anywhere you are.

PDF editing simplified with DocHub

Seamless PDF editing

Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.

Smooth teamwork

Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.

Automatic saving

Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.

Google integrations

DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.

Powerful PDF tools on your mobile device

Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.

Secure document sharing and storage

Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.

Install now

How to secure client documents on Smartphone

4.9 out of 5

15 votes

This video tutorial from Tax Dome Client Academy demonstrates how to easily upload documents using a mobile app. Simply download the app, enter your firm's Tax Dome URL, email, and password to sign in. Choose an authentication type such as biometric or pin code for security. This process is similar for both Android and iOS users.

Related features

Remove SNN Field to the Purchase Order

Remove SNN Field in the Purchase Order

Remove Sticky Notes into the Purchase Order

Remove Sticky Notes from the Purchase Order

Remove Sticky Notes to the Purchase Order

Remove Sticky Notes in the Purchase Order

Remove Surname Field into the Purchase Order

Remove Surname Field from the Purchase Order

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Contact us

What is the most secure way to send confidential documents?

Encryption is the best method for securely sharing files. This means the file becomes unreadable until its decrypted. Only those with the encryption key can access it.

What is the safest way to send secure documents?

5 Ways to Email Documents Safely Use an Encrypted Email Service. Encrypt Your Email. Encrypt Email Attachments. Password Protect the File. Use an Online Fax Service.

How do I secure a document on my phone?

Important: If you forget your PIN or Pattern, you cant access your files. On your Android device, open the Files by Google app . Scroll to Collections. Tap Safe folder. Tap either PIN or Pattern. If PIN is selected: Enter your PIN. Tap Next. In the Confirm PIN screen, re-enter your PIN. Tap Next.

How can clients send me files securely?

Table of Contents Encrypt A File. Use a Password Manager Enable 2FA. Adopt an Integrated File-Sharing Software. Opt for a Robust and Simple File-Sharing System. Adopt Secure Cloud Services. Use End-to-End Encryption.

How do I send a PDF securely via email?

How to encrypt a PDF file for email Open the PDF you want to encrypt in the editor. On the top toolbar, click Tools Protect Encrypt Encrypt with Password. Check the box next to Require a password to open the document. Choose a password in the text block.

Is it safe to send secure documents via email?

No, you should not be sending sensitive information using email. The system is not secure, and its easy for hackers to access sensitive data. Email services generally have their own privacy policies that dont guarantee the security of confidential data.

How to share documents securely?

Methods for Secure File Sharing Method 1: Use Encrypted File Sharing Services. Method 2: Password-Protect Your Shared Files. Method 3: Use a Secure File Transfer Protocol (SFTP) Use Two-Factor Authentication (2FA) Limit Access to Shared Files. Educate Employees and Users on Best Practices.

What is a secure way to store documents?

Tips for physical paperwork storage. Store documents in a waterproof container. Store similar categories of documents in the same place. Establish an intuitive filing system so that your papers are easier to find and access. Create electronic backup copies if applicable.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.

"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."

Pam Driscoll F
Teacher

A Valuable Document Signer for Small Businesses.

"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."

Jiovany A
Small-Business

I can create refillable copies for the templates that I select and then I can publish those.

"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."

Victoria G
Small-Business

be ready to get more

Edit and sign PDFfor free