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Adding Signatures and Security -Adobe Acrobat DC Classroom in aBook (2015)38-48 minutes
8. Adding Signatures and Security
In this lesson, youll 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 aPDF file.
Use Document Cloud eSign Services to send documents fordigital 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 havent alreadydone so.
You can keep your PDF documents secure through passwordprotection, certification, and digital signatures.
Acrobat DC provides several tools to help you secure your PDFdocuments. You can use passwords to prevent unauthorizedusers from opening, printing, or editing PDF files. You can use acertificate to encrypt PDF documents so that only an approvedlist of users can open them. With a Document Cloud or CreativeCloud subscription, you can use eSign to send a document toothers for their digital signatures. Alternatively, you can usedigital IDs to sign documents and certify PDF documents. If youwant to save security settings for later use, you can create asecurity policy that stores security settings. In Acrobat Pro, youcan also permanently remove sensitive content from your PDFdocuments using the Redaction feature (seeLesson 5, EditingContent in PDF Files).
First youll learn about Protected Mode in Acrobat Reader forWindows, and then youll work with the security features inAcrobat itself.
Viewing documents in Protected Mode in Reader (Windowsonly)
As mentioned inLesson 1, by default, Acrobat Reader DC forWindows opens PDF files in Protected Mode (known assandboxing to IT professionals). In Protected Mode, Readerconfines any processes to the application itself, so that potentiallymalicious PDF files do not have access to your computer and itssystem files.
To complete this exercise, you must use Acrobat Reader DC forWindows, but Acrobat Reader is not automatically installed withAcrobat. You can download the free installeratget.adobe.com/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 canaccess all of the Reader menus and tools. However, the PDF filecannot make calls to your system outside the Readerenvironment.
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 dialogbox. Its On by default.
You can always confirm that a document is open in ProtectedMode by viewing the Document Properties dialog box.
7.Click OK to close the Document Properties dialog box. Thenclose the Travel Guide.pdf file, and quit Reader.
Adobe strongly recommends that you use Acrobat Reader inProtected Mode. However, some third-party plug-ins may notwork in Protected Mode. If you need to disable Protected Mode,choose Edit > Preferences, select Security (Enhanced) from thelist of categories, and deselect Enable Protected Mode AtStartup. Youll need to restart Acrobat Reader for the changes totake effect.
About security in Acrobat
You can secure a PDF using any of the following securitymethods:
Add passwords and set security options to restrict opening,editing, and printing PDFs.
Encrypt a document so that only a specified set of users hasaccess to it.
Save the PDF as a certified document. Certifying a PDF adds acertifying signature (which may be visible or invisible) that lets thedocument author restrict changes to the document.
Apply server-based security policies to PDFs (for example,using Adobe LiveCycle Rights Management). Server-basedsecurity policies are especially useful if you want others to haveaccess to PDFs for a limited time.
You can also use security envelopes to protect your PDFdocuments in transit. Youll learn more about those if you chooseto complete the Exploring on your own section at the end of thislesson.
Viewing security settings
When you open a document that has restricted access or sometype of security applied to it, youll 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 theLesson08 folder, and open the Sponsor_secure.pdf file. If theAcrobat 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 titlebar.
3.Open the Comment tool, and notice that the commenting andtext 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 thePermission Details link to view more detail.
The Document Properties dialog box lists each action andwhether it is allowed. As you read down the list, youll see that
commenting is not allowed, which is why the related tools aredimmed. Signing, printing, editing, and other actions are also notallowed in this document.
5.When you have finished reviewing the information, clickCancel 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 firstcreate them, or you can add it later. You can even add security to
files that you receive from someone else, unless the creator ofthe document has limited who can change security settings.
Now, youll add password protection to limit who can open yourdocument and who can change the security settings.
You can add two kinds of passwords to protect your Adobe PDFdocuments. A Document Open password allows only users whoenter the password to open the document. A Permissionspassword allows only users who enter the password to changethe permissions for the document, so that they can print ormodify the document or perform other changes youve restricted.
As long as you have the password, you can open password-protected and encrypted PDF files on tablets and phones usingthe Acrobat DC mobile app. To learn more, see Going mobileon page6.
Youll add protection to a logo file so that no one can change itscontents and so that unauthorized users cant open and use thefile.
1.Choose File > Open, navigate to the Lesson08 folder, andopen the Local_Logo.pdf file.
There is no Security Settings button in the navigation pane,because no security has been applied to this document.
2.Choose File > Save As, save the file in the Lesson08 folder,and name the fileLocal_Logo1.pdf.
3.Click Protect in the Tools pane.
4.In the Protect toolbar, click Encrypt, and choose 2 EncryptWith Password. Click Yes when Acrobat asks whether you wantto add security to the document.
The Password Security Settings dialog box opensautomatically.
5.Select the Require A Password To Open The Documentoption, and then typeLogo1234;^bgfor the password.
Always record your passwords in a secure location. If you forget
your password, you cant recover it from the document. Youmight also want to store an unprotected copy of the document ina secure location.
Acrobat rates the passwords strength. Stronger passwordsinclude both uppercase and lowercase letters, numbers,punctuation marks, and symbols. Longer passwords also tend tobe harder to guess. If its critical that a document remainconfidential, use a strong password. Youll share this passwordwith anyone who you want to allow to open the document.Remember that passwords are case-sensitive.
Now youll add a second password that controls who is allowedto change printing, editing, and security settings for the file.
6.Under Permissions, select Restrict Editing And Printing Of TheDocument.
7.From the Printing Allowed menu, choose Low Resolution (150dpi). You can prohibit printing, allow only low-resolution printing,or allow high-resolution printing.
8.From the Changes Allowed menu, choose Commenting, FillingIn Form Fields, And Signing Existing Signature Fields to allowusers to comment on the logo. You can prohibit all changes,some changes, or only prohibit viewers from extracting pages.
9.In the Change Permissions Password box,typeLogo5678;^bg. Your open password and permissionspassword cant be the same.
Next youll set the compatibility level. The default compatibilitylevel is compatibility with Acrobat 7.0 or later. If youre sure thatall your viewers have Acrobat X or later, you should choose
Acrobat X And Later, as it provides the strongest protection. Ifyou think that some of your viewers may still be using Acrobat6.0, select Acrobat 6.0 And Later. Be aware, however, that thissetting may use a lower encryption level.
10.Make sure Acrobat 7.0 And Later is selected in theCompatibility menu.
11.Click OK to apply your changes.
12.In the Confirm Document Open Password dialog box, re-enter the Open Password,Logo1234;^bg. Then click OK.
13.Read the alert that warns you that some third-partyapplications may not honor the security settings in the PDF file,and click OK to clear the alert.
14.In the Confirm Permissions Password d