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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.
l
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-bitAES is
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,openthe
PDF fileinNitroPro8andselectthesecurityprofilefromalist.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-rightstoopenandclosePDF documents,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.InNitroPro8,yourdigitalIDcanletyoumakeyourPDFfiles
tamper-proof,aswellasgiveyouspecialaccesstofilesfromuserswhohaveapprovedyourdigitalID.
Whenyousecureadocument,youcanchangeaccessandusagerightsonauser-by-userbasis.
DigitalIDshaveapublicandprivatekey.Thepublickeycontainsacertificateandidentifyinginformation,
andthisiswhatyousharewithotherusers.Onceotherusershaveyourpublickey,theycansecure
(encrypt)documentsthatyoumaybeabletoaccessanduse.TheprivatekeyisthepartofthedigitalID
thatisnevershared,andisthepartoftheIDthatunlocks(decrypts)filestowhichyouhavebeengranted
access.
NitroPro8supportstheuseofthefollowingtypesofdigitalIDs:
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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. Onthe e Protecttab,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. Onthe e Protecttab,intheDigitalIDsgroup,clickMyDigitalIDs.TheMyDigitalIDsdialog
appears.
2. ClickImport
3. LocatetheDigitalIDonyourharddriveornetwork,andclickOpen
4. ClickClosetofinish
ToexportaDigitalID:
1. Onthe e Protecttab,intheDigitalIDsgroup,clickMyDigitalIDs.TheMyDigitalIDsdialog
appears.
2. SelectadigitalID fromthelist,andclickExport.TheExportCertificatedialogappears.
3. SelectSavedatatofile,thenclickNext,andchoosealocationforthefile
4. ClickSavetofinish
ToexportaDigitalIDbyemail:
1. Onthe e Protecttab,intheDigitalIDsgroup,clickMyDigitalIDs.TheMyDigitalIDsdialog
appears.
2. SelectadigitalID fromthelist,andclickExport.TheExportCertificatedialogappears.
3. SelectSenddatatoothersviaemail,thenclickNext
4. EnteranemailaddressfortherecipientofyourDigitalID,reviewthemessage,andthenclickSend
5. Anemailmessageiscomposedinyourdefaultemailclient,andincludesyourDigitalIDasan
attachment.ClickSend.
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Managetrustedcontacts
WithNitroPro8,youcanaddpeopletoyourTrustedContactsbyimportingtheirpublickeycertificate
manually,oryoucanshareyourpublickeyandtheirpublickeyatthesametimewiththeRequest
Contactsfeature.YouneedtohavethepublickeyofacontactinTrustedContactstobeabletovalidate
anyPDFfilestheyhavedigitallysigned.
Toaddatrustedcontact:
1. Onthe e Protecttab,intheDigitalIDsgroup,clickTrustedContacts.TheManageTrustedContacts
dialogappears.
2. ClickAdd,selectthecertificatethatwassentfromatrustedcolleague,andthenclickOpen
TIP: Toseedetailsofacertificate,suchaswhoissueditandhowlongthecertificateisvalid,selectit
fromthelistoftrustedcontacts,andclickView.
ToexportacontactID:
1. Onthe e Protecttab,intheDigitalIDsgroup,clickTrustedContacts.TheManageTrustedContacts
dialogappears.
2. Selectatrustedcontact,andthenclickExport
3. IntheSaveAsdialog,enteranameforthecertificate,andthenclickSave
Tosharepublickeycertificates:
1. Onthe e Protecttab,intheDigitalIDsgroup,clickTrustedContacts.TheManageTrustedContacts
dialogappears.
2. Selectacontacttoexport,andthenclickRequest.The RequestContactsdialogappears.
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:
l
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
l
Manage
Digital
IDs
l
Manage
trusted
contacts
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Digitallysignadocument
Digitalsignaturesarelikepaper-basedsignatures,butbetterbecausetheyincludeencryptedinformation
soyoucanverifytheirauthenticity.
Youcandigitallysignadocumenttosecurelyrecordtheidentityoftheauthor,andtoverifythecontent
hasnotchanged.DigitalsignaturesinaPDF documentcanshowtext,oranimagesuchasaphotooran
imageofyourhandwrittensignature.
Todigitallysignadocument:
1. OntheProtecttab,intheSignaturesgroup,clickthearrowunderSign,andselectasignature
fromthegallery.Tosignadocument,youmustfirsthaveadigitalID.Formoreinformation,see
Digital
IDs
andManage
Digital
IDs
.
2. Clickonthepagewhereyouwouldliketoplaceyoursignature
3. NitroPro8promptsyoutosavethePDF filewiththedigitalsignature.Clickthedigitalsignatureto
viewandconfirmitsdetails,andthensaveyourPDF file.Formoreinformation,seeView
and
validate
certificates
and
signatures
.
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Customizesignatureappearance
Youcancustomizedigitalsignaturestomakeinformationyouwanttosharevisible,andalsotodisplay
yourphysicalsignature,acorporatelogo,orsomeothergraphicyouwanttoappearalongsideyour
signature.Youcanedittheappearanceofyoursignatureatthetimeofsigningadocument,oratany
time.
Tocreateanewdigitalsignature
1. IntheFilemenu,clickPreferences,expandtheDigitalSignaturesection,andselectAppearances
2. IntheSignatureappearancessection,clickNew.TheConfigureSignatureAppearancedialog
appears.
3. IntheGraphicsection,selectoneofthefollowing:
Nographic: includenoadditionalinformation
Graphicfromfile:ClickSelectgraphic,specifyanimagefileofyousignature,andthenclick
OK.
Name: printyournameastext
4. IntheTextsection,specifywhichpartsofyourdigitalsignatureyouwishtobevisibleand
printableinaPDF
5. Previewyoursignature,andthenclickOK
TIP: Forinformationonhowtocreateadigitizedimageofyourhandwrittensignature,seeStamp
your
signature
with
QuickSign
.
Toedittheappearanceofadigitalsignature
1. IntheFilemenu,clickPreferences,thenDigitalSignature,andthenAppearances
2. IntheSignatureappearanceslist,selectasignaturetoconfigure,andthenclickEdit.The
ConfigureSignatureAppearancedialogappears.
3. IntheGraphicsection,selectoneofthefollowing:
Nographic: includenoadditionalinformation
Graphicfromfile:ClickSelectgraphic,specifyanimagefileofyousignature,andthenclick
OK.
Name: printyournameastext
4. IntheTextsection,specifywhichpartsofyourdigitalsignatureyouwishtobevisibleand
printableinaPDF
5. Previewyoursignature,andthenclickOK
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Viewandvalidatecertificatesandsignatures
Signaturesarevalidatedwhenadocumentisopened,andthenautomaticallyre-validatedwhenanyone
changesthedocument.
Toviewthestatusofyourcertificatesandsignatures,doonethefollowing:
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ViewcertificatesandsignaturesintheSignaturespane
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LookatcertificatesandsignaturesonthepageofthePDF document
TheSignaturespane
TheSignaturespanelistsallsignaturesinthePDF document,showstheirvaliditystatus,andprovidesa
summaryofeachsignature.
IfyourPDF documentcontainssignatures,theSignaturestabappearsontheleftofthewindow.Toopen
theSignaturespane,clicktheSignaturestab.
TIP: Tojumptothelocationofasignatureinthedocument,clickonthesignatureintheSignature
pane.Ayellowrectanglehighlightstheselectedsignature.
StatusiconsforPDF document
Status
Icon
Meaning
Valid
Thisdocumentiscertified,andthedocumenthasnotchangedinawaynotpermittedby
thecertificate
Valid
Theidentityofthesignerwassuccessfullyverified,andthedocumenthasnotbeen
changedsincethissignaturewasadded
Change
view
Theidentityofthesignerwassuccessfullyverified,butthecurrentviewofthedocumentis
notthesameaswhenitwassigned
Unknown
Theidentityofthesignerwasnotabletobeverified,andthecurrentviewofthedocument
isnotthesameaswhenitwassigned
Unknown
Theidentityofthesignerwasnotabletobeverified,butthedocumenthasnotbeen
changedsincethissignaturewasadded
Invalid
Thecertificateisinvalid,orillegalchangeshavebeenmadetothedocument
ViewsignaturesandcertificatesonthepageofaPDF document
ToseemoreinformationaboutadigitalsignatureorcertificatefromthepageofaPDF document,clickon
thesignature.TheSignaturePropertiesdialogappears,andletsyoudothefollowing:
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Validatesignature: confirmthevalidityofadigitalsignature
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Documentmodification:see whetherthedocumentisunchanged,orifthefileisrestrictedto
permittedchanges,suchasfilling-informfields
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Timevalidity: showsthatthetimestampofthePDF documentisoneofthefollowing:
NitroPro8-UserGuide
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