Microsoft Purview | Information Protection: Maintain label when creating PDF files from VBA in Office apps (GA) – Quixtec

Microsoft 365 Curtain Reveal Tech Bulletin Header

Richard Quatier
February 1, 2023

Microsoft 365 Suite, Microsoft 365 Experts

From Microsoft Corporation
Technical Bulletin MC477003 · Published Dec 1, 2022

Message Summary

Currently available in public preview (MC441065), Microsoft Office is shipping a new feature that enables PDFs created from Office using Export to PDF to inherit the source document’s labels or encryption.

This message is associated with Microsoft 365 Roadmap ID 93406.

When this will happen:

Rollout will begin in early December and is expected to be complete by early January.

How this will affect your organization:

With the new Office Export to PDF feature, by default, all PDFs created using Office’s fixed format export functions will automatically inherit the source document’s label or encryption. Note that some VBA add-ins for Word, Excel, and PowerPoint may need to be updated to avoid issues when post-processing an encrypted PDF.

What you need to do to prepare:

Define sensitivity labels and settings in the Microsoft Purview compliance portal.

Learn more:

Additional information

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Richard is an excellent project manager and educator and has been invaluable as we learn to navigate owning and operating our own business. He helped us to build a beautiful, properly functioning website while keeping costs manageable, alerting us to avoidable pitfalls, and keeping us on task to push through the more difficult phases of branding, site speed, SEO, and many other issues we never could have figured out if not for his guidance. Richard is honest, communicative, detail-oriented, and quick to respond to questions and offer suggestions to improve site performance and enhance our messaging. We have recommended him and his company to others and will continue to do so with enthusiasm. He truly wants the best outcome for his clients and puts in the work to make it happen while being mindful of budget and value-add opportunities. We are grateful for his knowledge, his patience, and the team he has put together. There is no-one we would rather have guiding our tech processes!

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"Richard’s www.quixtec.com team is awesome. I highly recommend anyone trying to grow their marketing and sales efforts (in a way that is budget friendly yet massively efficient) Originally I looked into Constant Contact, Mailchimp type services but quickly found that they nickel and dime you for email campaigns, charge thousands for marketing automation features and at the end of the day you have no ownership of the toolset. QuixTec was quite efficient at setting up my cloud toolset. Richard personally helped me daily and allowed me to drive when possible as this helps me learn long term. Getting the first email template built was a breeze with their hands-on guidance. They walked me through every step of building and kicking off our first automated campaign. Within 1-2 days I was seeing site visits and contact form submissions leading to immediate sales. I now own a very extensive toolkit in emailing and market automation and I know how to use it."

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Vahak Agojian World Vision International

When the idea for our business first came about, researching and finding out the many faces of owning and operating a business were a given. The most difficult and terrifying—yes, for me, terrifying, aspect was the one of Technology. Not just Technology, but everyyything that goes with that term! Building a website delayed the dream, because my insecurity about how to even begin, was overwhelming at the time. Many options were available, and we decided on Richard, because of his knowledge in all applications of the technical side, he knew the lingo required and where it needed to be, his connections and background, his patience and common sense. We are, thanks to Richard and his expertise, fully functional and integrated for where we need to be at this point in our business, confidently knowing that the “Technical” side of things show well, provide an easy experience for our customers, and as we grow, Richard is several steps ahead of us on how to apply what’s needed next. Thank you, Richard Quatier, for all you have done for us to take the worry out of this part of running a business!

Lee Grove Co-Owner PTNW

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