Adobe Acrobat 8 3D - Manual (Page 280)

273 ADOBE ACROBAT 3D VERSION 8
User Guide
Secure PDFs using policies
You can apply either an organization policy or a user policy to a PDF. You must be online with a connection to your
Adobe LiveCycle Policy Server host to apply an Adobe LiveCycle Policy Server policy to a document. Adobe
LiveCycle Policy Server security policies must be stored on a policy 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.
To remove a policy from a PDF, you must be the one who applied it. Similarly, only the person who created the user
policy can edit it. To edit organizational policies, you must be the policy administrator. For details on editing security
policies, click the Secure button in the Tasks toolbar, choose Adobe Policy Server > Manage My Account, and then
click Help in the upper right corner.
See also
“Adobe LiveCycle Policy Server” on page 270
Apply a security policy to a PDF
❖ Open a PDF, and do one of the following:
• Click the Secure button in the Tasks toolbar and choose Adobe Policy Server > Refresh Security Policies to
ensure that you have access to the most up-to-date server policies. Then, click the Secure button in the Tasks
toolbar and choose a policy. Click OK to any warnings about changing the security for the document.
In the Secure menu, you can identify organizational policies by the Enterprise Policy icon , and user policies by
the Personal Policy icon .
• Choose Advanced > Security > Manage Security Policies. Select a policy, and then click Apply To Document.
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 Policy Server 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
❖ Click the Secure button in the Tasks toolbar, choose Remove Security, and click OK.
Revoke a policy-protected PDF
If you need to restrict access to a policy-protected PDF that you made available to a group of users, you can revoke
the document.
1 Open the PDF to which you applied the policy, and log in to the Adobe LiveCycle Policy server.
2 Choose Advanced > Security > Adobe Policy Server > Revoke Document.
3 From the menu on the web page, choose an option that explains why you’re revoking the document or type a
message. If you’re replacing the revoked document, type the URL location of the new document.
4 Click OK to save your changes.