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5. Select PDF Self-Sign Security and click OK.
6. Click OK again and in the Self-Sign Security window enter
your password. Select an appearance (optional) and click
Save or Save As.
Using certificate security
Certificate security provides you, among other things, options
for securing a single PDF document with multiple permissions
for multiple users. In order to use certificate security, you need to
become familiar with certificates, how to mange them, and how to
use them.
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When you create a digital ID, Nitro creates a profile for you. Your
personal digital ID profile is something you own and you don’t
share with other users. When you sign a document, or you encrypt
a document, you use your profile and the attributes assigned to the
profile such as your password.
From your password profile you can export a certificate. The
certiecate you export is a pubic certificate and intended to be shared
with other users. You can email your certificate to users, host it on a
web site for anyone to download, or share it across a network server.
Providing your certificate to other users does not compromise your
security.
In addition to sharing your certificate, you can ask others to
share their certificates with you. Once you have certificates from
other users you can encrypt PDF documents using another user’s
certificate. That user would then open the file you secure using their
certificate with the password the user added when creating a digital
ID.
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The value in securing files with certificate security is huge. For
example, imagine you host a PDF form on your web site, and 50
users need to download the form, fill it out with sensitive data meant
only for your eyes, and return the file to you. If all 50 users secure
their individual copies of the document with Password Security, you
need 50 passwords to open the document. Furthermore, imagine you
host your public certificate on your web site along with the PDF form.
Each user encrypts the PDF document using your public certificate.
When all the forms are returned to you, you need only your password
you used when you created your digital ID to open all 50 documents.
Clearly, there is much benefit to using certificate security for these
kinds of tasks.
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To exchange your certificate with other users, you need to export the
certificate from your digital ID profile.
To export a certificate:
1. Select Document > Self Sign Security > My Digital ID.
2. In the manage My Digital IDs window, select your certificate
and click Export.
3. In the Export Date window, choose one of the following:
• Email the data too someone. If you want to export the
certificate and email the file to a recipients, select this
option.
• Save the data to a file. If you want to create a public
certificate file that you can later email or host on your
web site, select this option.
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4. Click Next, and then either email the certificate or save it to
your computer.
Chose an option and click Next to either email the certificate or save it.
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The Trusted Identities feature in Nitro is like an address book where
you can easily manage certificates from trusted users. When you
acquire certificates from other users you can add them to your
Trusted Identities list and have them easily accessible when you want
to encrypt files using certificates.
To add certificates to your Trusted Identites list:
1. Select Document > Self-Sign Security > Trusted Identities to
open the Manage Trusted Identities window.
2. In the Manage Trusted Identities window, click Add Contacts.
3. Find the certificate on your computer and click Open to add
it.
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Click Add Contacts to add certificates to your Trusted Identities list.
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Once you create a digital ID you’re ready to use certificate security.
You can encrypt files using your certificate or you can encrypt files
using certificates you acquire from other users.
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To add certificate security:
1. In the Document Security section of the Properties panel,
choose PDF Self-Sign Security as the security method.
2. Choose either of the following options:
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Chose the security method.
• Windows Certificate Security.. This kind of security does
not require you to enter a password, as your digital ID
will be protected by your Windows login. After selecting
OK, you will be able to choose your digital ID.
• Default Certificate Security. This will require you to select
a digital ID file (.PFX). You can either select an existing
digital ID file or create a new one on the spot. If selecting
an existing digital ID, you will need to enter the user
password for that digital ID. On the next screen, choose
the digital ID from the list.
3. Select your digital ID in the Document Security - Digital ID
Selection window and click OK.
4. In the Self-Sign Security - Encryption Settings window your
ID should appear in the list of Recipients. Click OK.
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Click OK to move to the options choices in the Users Permissions.
5. Select permissions options from the checkboxes and drop
down menus, and then click OK.
Select the permissions options and click OK.
Anyone opening the file is restricted according to the permissions
you applied in the permissions options settings.
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When you encrypt files using two or more public certifictes from
other users, you can set permissions options unique for each user.
To encrypt files using other users’ public certificates:
1. In the Document Security section of the Properties panel,
choose PDF Self-Sign Security as the security method.
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2. Choose either of the following options:
• Windows Certificate Security. This does not require
you to enter a password, as your digital ID will be
protected by your Windows login. After selecting OK, you
will be able to choose your digital ID.
• Default Certificate Security. This requires you to select
a digital ID file (.PFX). You can either select an existing
digital ID file or create a new one on the spot. If selecting
an existing digital ID, you will need to enter the user
password for that digital ID. 3.
Select your digital ID
in the Document Security - Digital ID Selection window,
and then click OK.
4. In the Self-Sign Security - Encryption Settings window click
on a user in the left column and click the Add button to move
the certificate to the right column. Repeat the steps for all
users you want to add.
Click a user’s certificate in the left column and click Add to move it to the right column.
5. Select permissions options for each user. Click a user’s
certificate and click Permissions. Set a user’s permissions and
then select another user. You can set different permissions for
each user.
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