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Nitro PDF Professional User Guide

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© 2008 <strong>Nitro</strong> <strong>PDF</strong> Software<br />

Security 63<br />

Before you can receive files encrypted for your digital ID you must create your digital ID and then share its<br />

certificate with people you intend to share certificate-secured files with. You must have also received and<br />

imported another person’s certificate before you can encrypt files for their use.<br />

Note: When using certificate-based security, remember to add your own certificate as an<br />

intended recipient – if you don’t you will not have access to the <strong>PDF</strong> once it has been<br />

secured.<br />

There are two ways to secure a <strong>PDF</strong> file using certificate security:<br />

· Certificate Security dialog. In the Document Properties area of <strong>Nitro</strong> <strong>PDF</strong> <strong>Professional</strong> you can view<br />

security settings and manually apply security.<br />

· Security profiles. The re-usable security profiles allow you to save custom security settings and then<br />

apply those settings to a document with one click. Profiles can include details on the recipients you<br />

allow under the profile so it’s especially easy to secure documents the same way for each recipient<br />

each time.<br />

To apply certificate security:<br />

1. Do one of the following:<br />

· Click the <strong>Nitro</strong> <strong>PDF</strong> Button , and then click Document Properties . On the Security tab, in<br />

the Security method list, select Certificate security and click Change Settings.<br />

· On the Secure and Sign ribbon tab, in the Secure Document group, click Certificate Security .<br />

2. In the Certify Security dialog, click on each contact you want to allow access to your secured file,<br />

and click Add. To restrict usage for each recipient as you add them, click the Restricted Permissions<br />

option and then choose what functionality you would like to restrict for that person.<br />

3. Click OK or Finish.<br />

4. Click the <strong>Nitro</strong> <strong>PDF</strong> Button , and then click Save to apply the security.<br />

To apply certificate security with a security profile:<br />

1. Ensure that you have already created a security profile. To view and manage profiles, on the Secure<br />

ribbon tab, in the Secure Document group, click Manage Profiles .<br />

2. On the Secure and Sign tab, in the Secure Document group, click the arrow below Certificate<br />

Security.<br />

3. Click the security profile from the list.<br />

4. Click the <strong>Nitro</strong> <strong>PDF</strong> Button , and then click Save to apply the security.<br />

10.4 Security profiles<br />

The beauty of security profiles is that you can re-use them repeatedly. So, instead of re-entering passwords<br />

or re-adding recipient names every time, you simply open up the file in <strong>Nitro</strong> <strong>PDF</strong> <strong>Professional</strong> and select the<br />

security profile from a list. If you’re using certificate-based security and you’re regularly sending files to the<br />

same people, setting up security profiles will save you a lot of time.<br />

To view your security policies:<br />

1. On the Secure and Sign tab, in the Secure Document group, click Manage Policies .<br />

2. In the Security profiles pane, click on each policy to view its details.<br />

To edit a security policy:

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