Security policies – Adobe Acrobat XI User Manual
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Security
Last updated 1/14/2015
• You want an organization-wide security solution for PDFs. You can devise a solution specifically for a company
handling sensitive data. Some organizations use Adobe LiveCycle Rights Management ES to apply a policy to
documents. The policy contains the list of recipients and their individual set of permissions. Individuals can use a
policy to apply the same security settings to numerous documents. (S
.)
Security policies
A security policy enforces systematic constraints on information flow and exchange within an organization. You can
use Adobe LiveCycleRights Management ES to apply a policy to documents without the need for digital signatures and
certificates. If you often apply the same security settings to PDFs, consider creating a security policy to simplify your
workflow. Different policies are useful for accommodating different requirements.
Envelope policy
You can secure multiple documents by embedding them in a PDF envelope. You can encrypt
envelopes to prevent unauthorized users from accessing the contents and certify them to provide proof of origin.
Authorized recipients can open the envelope and extract the files to view them.
LiveCycle Rights Management ES policy
Adobe LiveCycleRights Management ES policies are stored on a server, and
users must have access to the server to use them. Creating these policies requires specifying the document recipients
from a list on Adobe LiveCycleRights Management ES.
Password and certificate policies
Save your password or certificate settings and reuse them to encrypt PDFs without
setting up the password or certificate for each instance.
If you apply security settings to a PDF Portfolio in Acrobat Pro, including the component documents, you can automate
the steps by using Action Wizard (Choose File >Action Wizard).
Additional resources
Protection required:
Action:
Require a password to open a PDF, or copy or print its contents
Choose Tools > Protection > Encrypt > Encrypt with Password. For a
PDF Portfolio, choose View > Portfolio > Cover Sheet. Then choose
Tools > Protection > Encrypt > Encrypt With Password. If you don’t see
the Protection panel, see the instructions for adding panels at
.
If your company is signed up, you can also use Adobe LiveCycle Rights
Management ES to secure documents.
When you use Action Wizard to apply security to PDF Portfolios in
Acrobat Pro, the child documents are secured, but the cover sheet is
not.
Indicate that you approve of the PDF content
Sign and certify the PDF. You must obtain a digital ID to add digital
signatures. Buy a digital ID (see the Adobe website for security
partners) or create a self-signed one. See
Create a self-signed digital ID
For Asian languages, you can add an approval stamp.
Prevent forms from being tampered with
Use LiveCycle Designer to secure forms and create locking signature
fields. See the Adobe LiveCycle Designer Help.
Send secure file attachments via email
Use security envelopes. (Tools > Protection > More Protection > Create
Security Envelope.
Allow only the people you specify to view a PDF
Choose Tools > Protection > Encrypt > Encrypt With Certificate, or
apply security using Adobe LiveCycleRights Management ES. You
must have certificates for users who can view the documents. If you
don’t see the Protection panel, see the instructions for adding panels
at
.