Adobe 22020737 Acrobat X Pro Manual - Page 243

Export security settings, Copy, edit, or delete a policy, Apply a policy to attachments in Outlook

Page 243 highlights

USING ACROBAT X PRO 237 Security Apply a policy to attachments in Outlook You can send different types of files as secure PDF attachments in Microsoft Outlook. This option is available only if Adobe LiveCycle Rights Management ES is set up and available in Acrobat. 1 In Outlook, choose File > New > Mail Message. 2 In the toolbar, click the Attach As Secured Adobe PDF button . 3 Select the file you want to attach by typing the file path or by clicking Browse. 4 Specify how you want to secure the document, and click OK. The file is converted to PDF and encrypted using the security method you choose. 5 Complete the e-mail message, and then click Send. Remove a user security policy from a PDF You can remove a security policy from a PDF if you have appropriate permissions. In general, a document owner can remove a security policy from a PDF. 1 Do one of the following: • For a single PDF or a component PDF in a PDF Portfolio, open the PDF. • For a PDF Portfolio, open the PDF Portfolio and choose View > Portfolio > Cover Sheet. 2 Select Tools > Protection > Encrypt > Remove. If you don't see the Protection panel, see the instructions for adding panels at "Task panes" on page 9. Export security settings 1 Choose Tools > Protection > More Protection > Export Security Settings. If you don't see the Protection panel, see the instructions for adding panels at "Task panes" on page 9. 2 Choose which groups of settings you want to share and click OK. 3 Review and modify the security settings as needed, and then click Export. 4 Select the method to use to encrypt the security settings (if desired), and then click OK. 5 Certify the file. Copy, edit, or delete a policy 1 Choose Tools > Protection > Encrypt > Manage. If you don't see the Protection panel, see the instructions for adding panels at "Task panes" on page 9. 2 From the Show menu, choose whether you want to display all policies that you have access to, user policies that you've created, or organizational policies. 3 Select a policy, and then use the options you want: Note: Options to edit or delete organizational policies aren't available unless you have administrator rights to Adobe LiveCycle Rights Management ES. Changes to these policies can be made only on Adobe LiveCycle Rights Management ES, which opens automatically when you select an option. Copy Use to create a policy that's based on the settings of an existing policy. Edit Editing a user policy that is stored on a local computer affects only documents to which the policy is applied after the policy is edited. For user policies stored on a server, you can edit the permission settings and other options. This option isn't available for organizational policies. Delete This option is not available usually for organizational policies. Last updated 10/11/2011

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237
USING ACROBAT X PRO
Security
Last updated 10/11/2011
Apply a policy to attachments in Outlook
You can send different types of files as secure PDF attachments in Microsoft Outlook. This option is available only if
Adobe LiveCycle Rights Management ES is set up and available in Acrobat.
1
In Outlook, choose File > New > Mail Message.
2
In the toolbar, click the Attach As Secured Adobe PDF button
.
3
Select the file you want to attach by typing the file path or by clicking Browse.
4
Specify how you want to secure the document, and click OK.
The file is converted to PDF and encrypted using the security method you choose.
5
Complete the e-mail message, and then click Send.
Remove a user security policy from a PDF
You can remove a security policy from a PDF if you have appropriate permissions. In general, a document owner can
remove a security policy from a PDF.
1
Do one of the following:
For a single PDF or a component PDF in a PDF Portfolio, open the PDF.
For a PDF Portfolio, open the PDF Portfolio and choose View > Portfolio > Cover Sheet.
2
Select Tools > Protection > Encrypt > Remove. If you don’t see the Protection panel, see the instructions for adding
panels at “
Task panes
” on page
9.
Export security settings
1
Choose Tools > Protection > More Protection > Export Security Settings. If you don’t see the Protection panel, see
the instructions for adding panels at “
Task panes
” on page
9.
2
Choose which groups of settings you want to share and click OK.
3
Review and modify the security settings as needed, and then click Export.
4
Select the method to use to encrypt the security settings (if desired), and then click OK.
5
Certify the file.
Copy, edit, or delete a policy
1
Choose Tools > Protection > Encrypt > Manage. If you don’t see the Protection panel, see the instructions for
adding panels at “
Task panes
” on page
9.
2
From the Show menu, choose whether you want to display all policies that you have access to, user policies that
you’ve created, or organizational policies.
3
Select a policy, and then use the options you want:
Note:
Options to edit or delete organizational policies aren’t available unless you have administrator rights to Adobe
LiveCycle Rights Management ES. Changes to these policies can be made only on Adobe LiveCycle Rights Management
ES, which opens automatically when you select an option.
Copy
Use to create a policy that’s based on the settings of an existing policy.
Edit
Editing a user policy that is stored on a local computer affects only documents to which the policy is applied after
the policy is edited. For user policies stored on a server, you can edit the permission settings and other options. This
option isn’t available for organizational policies.
Delete
This option is not available usually for organizational policies.