Digital IDs let you encrypt files that can only be opened and used by people who have exchanged certificates. Certificate-based security has many advantages over password-based security: documents can be opened without the need to remember passwords, Digital IDs cannot be shared or copied easily, the one document can contain different security settings for each recipient of a file.
To apply certificate security with a specific profile:
For example, you may grant one person editing and printing privileges, while another is limited to just viewing the file.
- Before you can receive files encrypted for your digital ID, you must create your digital ID and then share its certificate with people who you intend to share certificate-secured files.
- You must have also received and imported the certificate of the recipient before you can encrypt files for their use. Note: When you use certificate-based security, remember to add your own certificate as an intended recipient.
- Otherwise, you will not have access to the PDF file when it is secured. There are two ways to secure a PDF file with certificate security.
- These procedures are described below. Certificate Security dialog: View security settings and manually apply security in Document Properties.
- Security profiles: Re-usable security profiles allow you to save custom security settings and then apply those settings to a document with one click.
To manage certificate security:
- Profiles can include details on the recipients you allow.
- This lets you secure documents the same way for each recipient, every time.
Methods to secure a PDF file with certificate security
Do one of the following:.
- In the Certificate Security dialog, select contacts you want to allow access to your secured file, and click Add.
- To restrict usage for each recipient as you add them, select the Restricted Permissions option, and define the levels of printing and changes allowed for that person.
- In the Security Level section, specify an encryption Algorithm.
- 256-bit AES is considered the most secure. Click OK or Finish. Save your PDF document to apply the new security settings.
- To manage security profiles, on the Protect tab, in the Secure Document group, click Manage Profiles.
- If necessary, create or edit a security profile before proceeding.
On the Protect tab, in the Secure Document group, click the arrow below Certificate Security.
- Select a security profile from the list, and confirm that you want to secure the document.
- Save your PDF document to apply the new security settings.
- Signatures are validated when a document is opened, and then automatically re-validated when anyone changes the document.
- To view the status of your certificates and signatures, do one the following:.
- View certificates and signatures in the Signatures pane. Look at certificates and signatures on the page of the PDF document.
The Signatures pane. The Signatures pane lists all signatures in the PDF document, shows their validity status, and provides a summary of each signature.