Setting up security policies for PDF’s
If you often apply the same security settings to multiple PDFs, you can save your settings as a policy that you can reuse. Security policies save time while ensuring a consistently secure workflow. Creating policies for password and certificate security lets you reuse the same security settings for any number of PDFs. Two kinds of security policies are available:
- Organizational policies are especially useful if you want others to have access to PDFs for a limited time. Adobe Experience Manager – Forms Server (Document Security) policies are stored on a server. Users must have access to the server to use these policies. Creating these policies requires specifying the document recipients from a list on Adobe Experience Manager – Forms Server (Document Security). Adobe Experience Manager – Forms Server (Document Security) controls access to PDFs and auditing events as defined by the security policy. You can use Experience Manager – Forms Server (Document Security) if your company has licensed the software and made it available to you.
- User policies are created and applied by individuals. If you apply the same security settings to numerous documents, you can save time by creating a user policy. Then, apply the user policy to documents. User policies for passwords and public key certificates are stored on your local computer. With access to Adobe Experience Manager – Forms Server (Document Security), you can create a user policy that’s stored on the Forms Server. That policy is available only to you.