Welcome > PDF Editing > Secure PDF > Security settings overview > Security properties

Security properties

Specify and change security properties for an open PDF document, set passwords needed for opening it or for specifying permitted or prohibited actions on it, and/or use certificate schemes to encrypt it.

Do one of the following to display the Security pane in the Document Properties dialog box:

  • Manage Security icon Click the Manage Security tool at Security > Security and select Add or Remove in the drop-down list.

  • Click the ► symbol at the top of the vertical scroll bar, select Document Properties and click the Security tab.

View the Summary of Permitted Actions currently set for the document and select a security method.

  • No Security: By default, all actions are allowed. Select to remove all security properties from a previously secured document, if you have the rights to do so.

  • Password Security: Select to display the Password Security dialog box. See Password Security for details.

  • Certificate Security: Select to display the Certificate Security Settings wizard. See Certificate Security for details.

  • FileOpen (read only): Can be selected only if a FileOpen client is installed.

  • RMS Security: Select to apply security settings to the document that will be managed by the Microsoft Rights Management System (RMS). See below.

You must save Security Properties modifications and the document for the new settings to take effect. Click "Details" to view changed settings. Click "Settings" to make more changes.

About using RMS security

This type of security is available only if your computer has an installed RMS client. A system administrator may be able to provide this. RMS can also be accessed by a tool on the right of the Security ribbon. The service allows you to compile a set of names or groups and specify permissions and prohibitions for each of them, in relation to the current document.

Note You must provide login authentication to enter the RMS server.

The following rights are available:

  • Owner: Full rights over the document

  • View: Rights only to view the document

  • Print: Rights to view and print the document
  • Modify: Rights for the defined user or group to modify the document
  • Copy or extract content: All or part of the content can be pasted into other documents

These rights are a subset of the permissions offered directly by this panel in Power PDF. When settings are made via RMS, they appear in the relevant Power PDF list items. These permissions travel with the document and remain valid wherever it is opened.

The following methods can be used to apply RMS security settings:

  • Use a server template: Template may have been created by a system administrator.

  • Use a local template: You can create such a template.

  • Use a customized policy: You make settings without using a template.

Additional actions are available, such a setting an expiration date for the rights, giving an address where a user may request additional rights and specifying a time limit for license checking (the default is ten days). This determines the length of time a user may use the document off-line. To prevent expiration, the user must reenter the RMS server with the document, so the license is renewed.