Adding Signatures and Security - Adobe Acrobat DC ...

[Pages:48]Adding Signatures and Security Adobe Acrobat DC Classroom in a Book (2015)

38-48 minutes

8. Adding Signatures and Security Lesson overview In this lesson, you'll do the following: ? Use Acrobat Reader in Protected Mode (Windows only). ? Apply password protection to a file to restrict who can open it. ? Apply a password to prevent others from printing or changing a PDF file. ? Use Document Cloud eSign Services to send documents for digital signatures. ? Create a digital ID that includes an image. ? Sign documents using a digital ID. ? Certify a document.

This lesson will take approximately 45 minutes to complete. Copy

the Lesson08 folder onto your hard drive if you haven't already done so.

You can keep your PDF documents secure through password protection, certification, and digital signatures.

Getting started

Acrobat DC provides several tools to help you secure your PDF documents. You can use passwords to prevent unauthorized users from opening, printing, or editing PDF files. You can use a certificate to encrypt PDF documents so that only an approved list of users can open them. With a Document Cloud or Creative Cloud subscription, you can use eSign to send a document to others for their digital signatures. Alternatively, you can use digital IDs to sign documents and certify PDF documents. If you want to save security settings for later use, you can create a security policy that stores security settings. In Acrobat Pro, you can also permanently remove sensitive content from your PDF documents using the Redaction feature (see Lesson 5, "Editing Content in PDF Files").

First you'll learn about Protected Mode in Acrobat Reader for Windows, and then you'll work with the security features in Acrobat itself.

Viewing documents in Protected Mode in Reader (Windows only)

As mentioned in Lesson 1, by default, Acrobat Reader DC for Windows opens PDF files in Protected Mode (known as "sandboxing" to IT professionals). In Protected Mode, Reader confines any processes to the application itself, so that potentially malicious PDF files do not have access to your computer and its system files.

To complete this exercise, you must use Acrobat Reader DC for Windows, but Acrobat Reader is not automatically installed with Acrobat. You can download the free installer at get.reader.

1. Open Acrobat Reader DC in Windows. 2. Choose File > Open, and navigate to the Lesson08 folder. 3. Select Travel Guide.pdf, and click Open.

The Travel Guide.pdf file opens in Acrobat Reader. You can access all of the Reader menus and tools. However, the PDF file cannot make calls to your system outside the Reader environment. 4. Choose File > Properties. 5. In the Document Properties dialog box, click the Advanced tab.

6. View the Protected Mode status at the bottom of the dialog box. It's On by default.

You can always confirm that a document is open in Protected Mode by viewing the Document Properties dialog box. 7. Click OK to close the Document Properties dialog box. Then close the Travel Guide.pdf file, and quit Reader. Adobe strongly recommends that you use Acrobat Reader in Protected Mode. However, some third-party plug-ins may not work in Protected Mode. If you need to disable Protected Mode, choose Edit > Preferences, select Security (Enhanced) from the list of categories, and deselect Enable Protected Mode At Startup. You'll need to restart Acrobat Reader for the changes to take effect. About security in Acrobat

You can secure a PDF using any of the following security methods:

? Add passwords and set security options to restrict opening, editing, and printing PDFs.

? Encrypt a document so that only a specified set of users has access to it.

? Save the PDF as a certified document. Certifying a PDF adds a certifying signature (which may be visible or invisible) that lets the document author restrict changes to the document.

? Apply server-based security policies to PDFs (for example, using Adobe LiveCycle Rights Management). Server-based security policies are especially useful if you want others to have access to PDFs for a limited time.

You can also use security envelopes to protect your PDF documents in transit. You'll learn more about those if you choose to complete the "Exploring on your own" section at the end of this lesson.

Viewing security settings

When you open a document that has restricted access or some type of security applied to it, you'll see a Security Settings button (

) in the navigation pane to the left of the document window.

1. Start Acrobat. Then choose File > Open, navigate to the Lesson08 folder, and open the Sponsor_secure.pdf file. If the Acrobat Security Settings dialog box appears, click Cancel; if the

Trusted Certificates Update dialog box appears, click OK. 2. Notice that "(SECURED)" appears after the filename in the title bar. 3. Open the Comment tool, and notice that the commenting and text markup tools are unavailable.

4. Click the triangle on the left side of the document window to open the navigation pane. Click the Security Settings button ( ) in the navigation pane to view the security settings. Click the Permission Details link to view more detail.

The Document Properties dialog box lists each action and whether it is allowed. As you read down the list, you'll see that

commenting is not allowed, which is why the related tools are dimmed. Signing, printing, editing, and other actions are also not allowed in this document.

5. When you have finished reviewing the information, click Cancel to close the Document Properties dialog box. 6. Choose File > Close to close the Sponsor_secure.pdf file. Adding security to PDF files You can add security to your Adobe PDF files when you first create them, or you can add it later. You can even add security to

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