Operation Manual

199
USING ACROBAT X STANDARD
Security
Last updated 10/11/2011
• 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. (See
“Securing documents with Adobe
LiveCycle Rights Management ES” on page 208.)
Security policies
A security policy enforces systematic constraints on information flow and exchange within an organization. You can
use Adobe LiveCycle Rights 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 LiveCycle Rights 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 LiveCycle Rights 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.
Additional resources
For more information on using security features, see these resources:
• Legal professionals: blogs.adobe.com/acrolaw/
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
“Task
panes” on page 8.
If your company is signed up, you can also use Adobe
LiveCycle Rights Management ES to secure documents.
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” on page 216.
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
e-mail
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 LiveCycle
Rights 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
“Task panes” on page 8.