Create a certificate policy, Creating policies for secure file attachments – Adobe Acrobat XI User Manual
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Security
Last updated 1/14/2015
1
Click New.
2
Select Use Passwords, and then click Next.
3
Type a name and description for the policy, do one of the following, and then click Next:
• To specify passwords and restrictions whenever you apply this policy to a document, clear the Save Passwords
With The Policy option.
• To save passwords and restriction settings with the policy, select Save Passwords With The Policy.
4
Specify a compatibility setting and password options. If you selected Save Passwords With The Policy, specify the
password and restrictions. Click OK.
5
Review the policy details, click Finish, and then click Close.
Create a certificate policy
In Acrobat, choose Tools > Protection > Encrypt > Manage Security Policies. If you don’t see the Protection panel, see
the instructions for adding panels at
.
1
Click New.
2
Select Use Public Key Certificates, and then click Next.
3
Type a name and description for the policy, and specify the document components to encrypt.
Certificates must be current and have key usage that allows for encryption.
4
Determine how to enforce the policy:
• To create a policy that is associated with individual recipients, do not select Ask For Recipients When Applying
This Policy.
• To create a policy that is associated with individual documents, select Ask For Recipients When Applying This
Policy.
5
Select an encryption algorithm from the menu that is compatible with the recipients’ version of Acrobat, and click
Next.
6
Do one of the following:
• If you selected Ask For Recipients When Applying This Policy, review the policy settings and then click Finish.
• If you did not select Ask For Recipients When Applying This Policy, specify recipients by selecting digital IDs
(including your digital ID). Then click Next.
7
Click Finish.
Creating policies for secure file attachments
You can add security to one or more documents by embedding them in a security envelope and sending it as an email
attachment. This method is useful if you want to send a secure file attachment without encrypting the files. You can
embed the documents as file attachments in a security envelope, and encrypt and send the envelope to the recipients.
When the recipients open the envelope, they can extract the file attachments and save them. The saved files are identical
to the original file attachments and are no longer encrypted when saved.
For example, when you send confidential documents, including non-PDF files, you only want the recipient to view the
documents. You can embed these documents as attachments in a security envelope, encrypt the envelope, and send it
by email. Anyone can open the envelope, view its cover page, and even view a list of the contents. However, only the
recipient can view the embedded attachments and extract them.