Adobe 22002484 User Guide - Page 235

Apply security policies to PDFs, Apply a policy to attachments in Outlook

Page 235 highlights

USING ACROBAT 9 STANDARD 230 Security 9 When you're done, click Save at the top of the page. Apply security policies to PDFs You can apply either an organization policy or a user policy to a PDF. To apply a server policy to a document, connect to Adobe LiveCycle Rights Management ES. Adobe LiveCycle Rights Management security policies must be stored on a server, but PDFs to which the policies are applied need not be. You can apply policies to PDFs using Acrobat, serverside batch sequences, or other applications, such as Microsoft Outlook. Only the policy administrator can edit or remove organizational policies. For details on editing security policies, click the Secure button in the Tasks toolbar, and choose Adobe LiveCycle Rights Management > Manage My Account. Then click Help in the upper-right corner. More Help topics "Securing documents with Adobe LiveCycle Rights Management ES" on page 225 Apply a security policy to 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 If you are using a server policy, click the Secure button in the Tasks toolbar. Then choose Adobe LiveCycle Rights Management > Refresh Security Policies. Refreshing security policies ensures that you get the most up-to-date server policies. 3 Choose Advanced > Security > Manage Security Policies. Select a policy, and then click Apply To Document. In the Secure menu, you can identify organizational policies by the Enterprise Policy icon , and user policies by the Personal Policy icon . 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 email 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. Last updated 9/30/2011

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230
USING ACROBAT 9 STANDARD
Security
Last updated
9
/30/2011
9
When you’re done, click Save at the top of the page.
Apply security policies to PDFs
You can apply either an organization policy or a user policy to a PDF. To apply a server policy to a document, connect
to Adobe LiveCycle Rights Management ES. Adobe LiveCycle Rights Management security policies must be stored on
a server, but PDFs to which the policies are applied need not be. You can apply policies to PDFs using Acrobat, server-
side batch sequences, or other applications, such as Microsoft Outlook.
Only the policy administrator can edit or remove organizational policies. For details on editing security policies, click
the Secure button in the Tasks toolbar, and choose Adobe LiveCycle Rights Management > Manage My Account. Then
click Help in the upper-right corner.
More Help topics
Securing documents with Adobe LiveCycle Rights Management ES
” on page
225
Apply a security policy to 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
If you are using a server policy, click the Secure button
in the Tasks toolbar. Then choose Adobe LiveCycle
Rights Management > Refresh Security Policies.
Refreshing security policies ensures that you get the most up-to-date server policies.
3
Choose Advanced > Security > Manage Security Policies. Select a policy, and then click Apply To Document.
In the Secure menu, you can identify organizational policies by the Enterprise Policy icon
, and user policies by the
Personal Policy icon
.
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 email 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.