User manual

Managing security policies
Use the Managing Security Policies dialog box to create, copy, edit, and delete security
policies. You can also indicate Favorite policies that appear on the Secure menu.
To manage security policies:
1. From the Secure menu on the Tasks toolbar, choose Manage Security Policies.
2. From the Show menu, choose whether you want to display organizational policies, user
policies that you've created, or all policies that you have access to.
3. Select a policy, do any of the following, and then click Close:
● Click New to create a new policy. (See Creating user security policies.)
● Click Copy to copy an existing policy. This option is useful if you want to create a new
policy that is based upon the settings of an existing policy.
● Click Edit to edit an existing policy. For password and certificate policies, which are
stored on the local computer, editing a policy affects only those documents to which the
policy is applied after the policy is edited. For policies stored on a server, you can edit the
permission settings and other options. This button isn't available for organizational
policies.
● Click Delete to delete the policy. This option may not be available for organizational
policies.
● Click Favorite to add the selected policy to the Secure menu on the Tasks toolbar, or on
the Document > Secure menu. You can make multiple policies a Favorite.