User manual

Applying security policies to a document
You can apply either an existing organization policy or a user policy to a PDF document.
You must be online with a connection to your Adobe Policy Server host in order to apply
an Adobe Policy Server policy to a document. Adobe Policy Server security policies must
be stored on a policy server, but the PDF document to which the policies are applied need
not be. You can apply policies to PDF documents using Acrobat, server-side batch
sequences, or other applications, such as Microsoft Outlook
®
.
To apply a security policy to a document:
1. Open the PDF document.
2. From the Tasks toolbar, choose Secure > Refresh Security Policies to ensure that you have
access to the most up-to-date server policies.
3. Do any of the following:
● Choose the security policy from top of the Secure menu on the Tasks toolbar. (If no
policies appear, log into Adobe Policy Server. See Using Adobe Policy Server.) Click Yes
to change the Security settings of the document.
● Choose Secure > Secure This Document from the Tasks toolbar. Select the policy, and
then click Apply.