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Security
WithNitroPro9,youcanapplytwodifferenttypesofsecuritytocontrolwhocanaccessyourfilesand
whatactionstheycanperformoncetheyreceivethem:password-basedsecurity,andcertificate-based
security.
Password-basedsecurity
Passwordsallowyoutorestrictaccessandusageofyourcontenttopeoplewhohavethepasswordused
tosecurethePDFfile.Dependingonyourneedsandtheintendedaudience,youcanchoosebetween40-
bitRC4,128-bitRC4,128-bitAES,256-bitAESencryption.
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Openpasswords:Securelylockyourfilesoonlypeoplewiththecorrectpasswordcanopenthefile
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Permissionpasswords:Theselockparticularfunctionalitywhenauseropensyourfile.For
example,youcanpreventrecipientsfrommodifyingorprintingyourdocument
Certificate-basedsecurity
Certificate-basedsecurityhasmanyadvantagesoverpassword-basedsecurity:documentscanbe
openedwithouttheneedtorememberpasswords,DigitalIDscannotbesharedorcopiedeasily,anda
singledocumentcancontaindifferentsecuritysettingsforindividualrecipients.Forexample,youmay
grantonepersoneditingandprintingprivileges,whileanotherislimitedtojustviewingthefile.
Toviewthesecurityinafile:
1. ClicktheFilemenubutton,andthenclickDocumentProperties
2. ClicktheSecuritytab
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Permissionsettings
Theusagepermissionsettingsletyourestrictwhatfeaturescanbeusedwhenarecipientopensafileyou
havesecured.Thismeans,forexample,thatyoucandistributedocumentsthatcan’tbeeditedorprinted,
butcanbeopenedandviewed.UsingthesepermissionsettingswithdigitalIDcertificate-basedsecurity
givesyouevengreaterflexibilityasyoucansetdifferentpermissionsforeachindividualrecipientofyour
file.
Theusagepermissionsyoucancontrolinclude:
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Printing:Controltheuser’sabilitytoprintthedocument,andatwhatresolutionquality
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Changes:Controltheuser’sabilitytoeditthecontentsofadocument
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Documentassembly:Controltheuser’sabilitytoinsertpagesintoandextractpagesoutof
PDFdocuments
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Formfieldfill-inorsigning:Controltheuser’sabilitytofillinformsanddigitallysigndoc-
uments
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Commenting:Controltheuser’sabilitytoaddnotes,texthighlights,anddrawingmarkups
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Contentcopyingorextraction:Controltheuser’sabilitytocopycontentfromadocument
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Accessforscreenreaders:Allowtexttobeaccessedbyscreen-readingsoftwareforuserswitha
visualimpairment
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Passwordsecurity
Torestrictaccessanduseofyourcontent,youcansecureyourPDFfilewithoneofthefollowingtypesof
password:
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Openpasswords:Lockyourfilesoonlypeoplewiththecorrectpasswordcanopenit
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Permissionpasswords:Lockparticularfunctionalitywhenauseropensyourfile.Forexample,you
couldstoprecipientsfromcopyingtextfromyourPDFdocumentorprintingit.
MethodstosecureaPDFfilewithpasswordsecurity
TherearetwowaystosecureaPDFfilewithpasswordsecurity.Theseproceduresaredescribedbelow.
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PasswordSecuritydialog:ViewsecuritysettingsandmanuallyapplysecurityinDocument
Properties
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Securityprofiles:Re-usablesecurityprofilesletyousavecustomsecuritysettings,andthenapply
thosesettingstoadocumentwithoneclick
Tomanagepasswordsecurity:
1. Dooneofthefollowing:
OntheProtecttab,intheSecureDocumentgroup,clickPasswordSecurity
IntheFilemenu,selectDocumentProperties.TheDocumentPropertiesdialogopens.On
theSecuritytab,intheSecuritymethodmenu,selectPasswordsecurity.
2. IfthePDFdocumentalreadyhaspasswordsecurity,NitroPro9promptsyoutoenterthe
documentpasswordbeforeupdatingpasswordsecurity
3. InthePasswordSecuritydialog,doanyofthefollowing:
Ifyouwantuserstoenterapasswordtoopenyourfile,checktheRequireapasswordto
thedocumentcheckbox,andenterapassword
Ifyouwanttorestrictpermissionsonceafileisopened,checktheRequireapasswordto
changesecuritysettingsandaccessspecificfunctionscheckbox,andenterapassword.
Specifyrestrictionsforprinting,changes,copyingtextandimages,andtextaccessfor
screenreaderdevicesforSection508compliance.
4. ClickMore.IntheSecurityLevelsection,specifyanencryptionAlgorithm.256-bitAESis
consideredthemostsecure.
5. ClickOKorFinish
6. SaveyourPDFdocumenttoapplythenewsecuritysettings
Toapplypasswordsecuritywithaspecificprofile:
1. Tomanagesecurityprofiles,ontheProtecttab,intheSecureDocumentgroup,clickManage
Profiles.Ifnecessary,createoreditasecurityprofilebeforeproceeding.Formoreinformation,see
Security
profiles
.
2. OntheSecuritytab,intheSecureDocumentgroup,clickthearrowbelowPasswordSecurity
3. Selectasecurityprofilefromthelist,andconfirmthatyouwanttosecurethedocument
4. SaveyourPDFdocumenttoapplythenewsecuritysettings
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Certificatesecurity
DigitalIDsletyouencryptfilesthatcanonlybeopenedandusedbypeoplewhohaveexchanged
certificates.Certificate-basedsecurityhasmanyadvantagesoverpassword-basedsecurity:documents
canbeopenedwithouttheneedtorememberpasswords,DigitalIDscannotbesharedorcopiedeasily,
theonedocumentcancontaindifferentsecuritysettingsforeachrecipientofafile.Forexample,youmay
grantonepersoneditingandprintingprivileges,whileanotherislimitedtojustviewingthefile.
BeforeyoucanreceivefilesencryptedforyourdigitalID,youmustcreateyourdigitalIDandthenshareits
certificatewithpeoplewhoyouintendtosharecertificate-securedfiles.Youmusthavealsoreceivedand
importedthecertificateoftherecipientbeforeyoucanencryptfilesfortheiruse.
NOTE:Whenyouusecertificate-basedsecurity,remembertoaddyourowncertificateasanintended
recipient.Otherwise,youdonothaveaccesstothePDFfilewhenitissecured.
MethodstosecureaPDFfilewithcertificatesecurity
TherearetwowaystosecureaPDFfilewithcertificatesecurity.Theseproceduresaredescribedbelow.
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CertificateSecuritydialog:ViewsecuritysettingsandmanuallyapplysecurityinDocument
Properties
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Securityprofiles:Re-usablesecurityprofilesallowyoutosavecustomsecuritysettingsandthen
applythosesettingstoadocumentwithoneclick.Profilescanincludedetailsontherecipientsyou
allow.Thisletsyousecuredocumentsthesamewayforeachrecipient,everytime
Tomanagecertificatesecurity:
1. Dooneofthefollowing:
OntheProtecttab,intheSecureDocumentgroup,clickCertificateSecurity
IntheFilemenu,selectDocumentProperties.TheDocumentPropertiesdialogopens.On
theSecuritytab,intheSecuritymethodmenu,selectCertificatesecurity
2. IntheCertificateSecuritydialog,selectcontactsyouwanttoallowaccesstoyoursecuredfile,and
clickAdd.Torestrictusageforeachrecipientasyouaddthem,selecttheRestrictedPermissions
option,anddefinethelevelsofprintingandchangesallowedforthatperson
3. ClickMore.IntheSecurityLevelsection,specifyanencryptionAlgorithm.256-bitAESis
consideredthemostsecure
4. ClickOKorFinish
5. SaveyourPDFdocumenttoapplythenewsecuritysettings
Toapplycertificatesecuritywithaspecificprofile:
1. Tomanagesecurityprofiles,ontheProtecttab,intheSecureDocumentgroup,clickManage
Profiles.Ifnecessary,createoreditasecurityprofilebeforeproceeding
Formoreinformation,seeSecurity
profiles
2. OntheProtecttab,intheSecureDocumentgroup,clickthearrowbelowCertificateSecurity
3. Selectasecurityprofilefromthelist,andconfirmthatyouwanttosecurethedocument
4. SaveyourPDFdocumenttoapplythenewsecuritysettings
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Securityprofiles
Securityprofilesstoreyoursecuritysettings,arere-useable,andhelpyouworkmorequickly.Insteadof
re-enteringpasswordsorre-addingrecipientnameseverytimeyouusedocumentsecurity,openthePDF
fileinNitroPro9andselectthesecurityprofilefromalist.Ifyouusecertificate-basedsecurityand
regularlysendfilestothesamepeople,securityprofilessaveyoualotoftime.
Toviewyoursecurityprofiles:
1. OntheProtecttab,intheSecureDocumentgroup,clickManageProfiles.TheSecurityProfiles
dialogappears.
2. ToviewdetailsofaprofileintheSecurityprofilessection,clickontheprofile
Toaddanewsecurityprofile:
1. OntheProtecttab,intheSecureDocumentgroup,clickManageProfiles.TheSecurityProfiles
dialogappears.
2. ClickNew.TheNewSecurityProfiledialogappears.
3. EnteraNameandDescriptionforyourprofile
4. IntheSecuredocumentssection,specifyoneofthefollowing:
Usingpasswords:restrictuser-rightstoopenandclosePDFdocuments,ormakechanges
Usingcertificates:encryptdocumentssotheycanbeaccessedonlyusersyouspecify
5. ClickNext,andconfigurepasswordsecurityorcertificatesecuritysettings.Formoreinformation,
seePassword
security
andCertificate
security
.
6. ClickFinish
Toeditasecurityprofile:
1. OntheProtecttab,intheSecureDocumentgroup,clickManageProfiles.TheSecurityProfiles
dialogappears.
2. IntheSecurityprofilessection,selectaprofile,andclickEdit
3. UpdatetheNameandDescriptionforyourprofile
4. IntheSecuredocumentssection,specifywhethertousepasswordsorcertificates
5. ClickNext
6. Updateanysecuritysettings
7. ClickFinishtosavechangestoyoursecurityprofile
Todeleteasecurityprofile:
1. OntheProtecttab,intheSecureDocumentgroup,clickManageProfiles.TheSecurityProfiles
dialogappears.
2. IntheSecurityprofilessection,selectapolicy,clickDelete,andconfirmthatyouwanttodelete
thesecurityprofile
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JavaScriptsecurity
ItispossibletoobtainaPDFdocumentcontainingembeddedJavaScriptthatcantriggersecurity
vulnerabilities.SomeusersmaywishtodisableJavaScriptforsecurityreasons,orsystemadministrators
mightneedtodisableJavaScripttoabidebytheircompany'sITpolicy.
TodisableJavaScriptfromrunning:
1. ClickontheFilemenubutton,andthenPreferences
2. InthePreferencesdialog,clickJavaScript
3. SelectDisableJavaScript
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DigitalIDs
AdigitalIDismuchlikepaper-basedidentificationsuchasapassport.Itcanprovewhoyouareandgive
youspecialrightstodoparticularthings.InNitroPro9,yourdigitalIDcanletyoumakeyourPDFfiles
tamper-proof,aswellasgiveyouspecialaccesstofilesfromuserswhohaveapprovedyourdigitalID.
Whenyousecureadocument,youcanchangeaccessandusagerightsonauser-by-userbasis.
DigitalIDshaveapublicandprivatekey.Thepublickeycontainsacertificateandidentifyinginformation,
andthisiswhatyousharewithotherusers.Onceotherusershaveyourpublickey,theycansecure
(encrypt)documentsthatyoumaybeabletoaccessanduse.TheprivatekeyisthepartofthedigitalID
thatisnevershared,andisthepartoftheIDthatunlocks(decrypts)filestowhichyouhavebeengranted
access.
NitroPro9supportstheuseofthefollowingtypesofdigitalIDs:
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PKCS#12digitalIDfile.ThistypeofdigitalIDismoreflexiblebecauseyoucanusethesameIDon
multiplecomputers.Forexample,ifyouhadanofficeworkstationandanotebookwiththesame
certificateinstalled,youcouldopenthesamesecuredPDFfileonbothcomputers.ThedigitalID
remainssecurewhenmovedbetweencomputers,sinceyoumustenterapasswordwhenyou
importittoyourMyDigitalIDs.
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WindowsCertificateStore.ThistypeofdigitalcertificatelockstheIDtoauseronaparticular
computerandcannotbecopiedandimportedtoanothercomputer.
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ManageDigitalIDs
ADigitalIDisasecuritypassthatallowsyoutocreateadigitalidentity,ortoviewadocumentthathas
beenencryptedtopreventunauthorizedaccess.YoucancreatedifferentDigitalIDsfordifferenttasks.
Forexample,youcanhaveadigitalIDforopeningaccountingdocuments,andanotheronetoopen
technicalreports.
TocreateaDigitalID:
1. OntheProtecttab,intheDigitalIDsgroup,clickMyDigitalIDs.TheMyDigitalIDsdialog
appears.
2. ClickNew.TheNewDigitalIDdialogappears
3. Enteryouridentitydetails
4. IntheIntendedUsagelist,selectthetypeofsecuritytouse,thenclickNext
5. ClickBrowsetochoosealocationtosaveyourdigitalID,thengiveitafilename
6. Enterapassword,andclickOKtofinish
TIP:IfyouwanttodeleteaDigitalID,selectitintheMyDigitalIDsdialog,andclickRemove.
ToimportaDigitalID:
1. OntheProtecttab,intheDigitalIDsgroup,clickMyDigitalIDs.TheMyDigitalIDsdialog
appears.
2. ClickImport
3. LocatetheDigitalIDonyourharddriveornetwork,andclickOpen
4. ClickClosetofinish
ToexportaDigitalID:
1. OntheProtecttab,intheDigitalIDsgroup,clickMyDigitalIDs.TheMyDigitalIDsdialog
appears.
2. SelectadigitalIDfromthelist,andclickExport.TheExportCertificatedialogappears.
3. SelectSavedatatofile,thenclickNext,andchoosealocationforthefile
4. ClickSavetofinish
ToexportaDigitalIDbyemail:
1. OntheProtecttab,intheDigitalIDsgroup,clickMyDigitalIDs.TheMyDigitalIDsdialog
appears.
2. SelectadigitalIDfromthelist,andclickExport.TheExportCertificatedialogappears.
3. SelectSenddatatoothersviaemail,thenclickNext
4. EnteranemailaddressfortherecipientofyourDigitalID,reviewthemessage,andthenclickSend
5. Anemailmessageiscomposedinyourdefaultemailclient,andincludesyourDigitalIDasan
attachment.ClickSend.
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Managetrustedcontacts
WithNitroPro9,youcanaddpeopletoyourTrustedContactsbyimportingtheirpublickeycertificate
manually,oryoucanshareyourpublickeyandtheirpublickeyatthesametimewiththeRequest
Contactsfeature.YouneedtohavethepublickeyofacontactinTrustedContactstobeabletovalidate
anyPDFfilestheyhavedigitallysigned.
Toaddatrustedcontact:
1. OntheProtecttab,intheDigitalIDsgroup,clickTrustedContacts.TheManageTrustedContacts
dialogappears.
2. ClickAdd,selectthecertificatethatwassentfromatrustedcolleague,andthenclickOpen
TIP:Toseedetailsofacertificate,suchaswhoissueditandhowlongthecertificateisvalid,selectit
fromthelistoftrustedcontacts,andclickView.
ToexportacontactID:
1. OntheProtecttab,intheDigitalIDsgroup,clickTrustedContacts.TheManageTrustedContacts
dialogappears.
2. Selectatrustedcontact,andthenclickExport
3. IntheSaveAsdialog,enteranameforthecertificate,andthenclickSave
Tosharepublickeycertificates:
1. OntheProtecttab,intheDigitalIDsgroup,clickTrustedContacts.TheManageTrustedContacts
dialogappears.
2. Selectacontacttoexport,andthenclickRequest.TheRequestContactsdialogappears.
3. Enteryourcontactdetails
4. SelecttheIncludemycertificateinemailcheckbox,selectacertificatetoshare,andthenclick
Next
5. Enteranemailaddressfortherecipientofyourpublickeycertificate,reviewthemessage,andthen
clickSend
6. Anemailmessageiscomposedinyourdefaultemailclient,andincludesyourpublickeycertificate
asanattachment.Sendtheemail.
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Digitalsignatures
Adigitalsignatureismuchmorepowerfulthanatraditionalpaper-basedsignature.Theyprovideyou
withawaytoshowapersonsignedaparticulardocumentataparticulartimeandhelpstoensurethat
thedocumentcontenthasnotbeentamperedwithafteritwassigned.Additionally,thedocument
versionhistoryshowsrecipientswhenadocumentwassigned,andwhenchangesweremade.This
revisionhistoryisencryptedandstoredinsidethePDF,andcanbeviewedintheSignatures
pane
.
TodigitallysignaPDFdocument,youneedadigitalID.Toverifythesignatureofanotherperson,you
mustfirstshareyourdigitalIDsandaddeachothertoyourTrustedContactslist.
Formoreinformationaboutdigitalsignatures,see:
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Digitally
sign
a
document
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View
and
validate
certificates
and
signatures
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Certify
PDF
files
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Digital
signature
timestamp
Forrelatedinformation,see:
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Create
signature
fields
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Digital
IDs
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Manage
Digital
IDs
l
Manage
trusted
contacts
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