Like all things in the Digital Age, there’s a tradeoff between allowing easy access to information and protecting it from prying eyes. This is why there’s a whole spectrum of security options forfiles available to you when using . You can choose everything from using no security at all to applying various levels of password protection, encryption, and even rights management protection. Here’s a primer on how to decide which levels are best for your .
Determine what level of PDF security you need
Your first step is to think about the foundational questions used to plot any good movie or book—namely, who, what, where, why, and how.
- Who is the PDF document you’re creating for?
- What type of information will your PDF document contain?
- Where will your PDF document be sent, posted or archived?
- Why will those accessing the PDF file need it?
- How will they use your PDF document?
With answers to those questions in mind, it’s easier to decide how sophisticated you go with PDF security.
For example, if your PDF document is a description of your company’s history, you may decide to leave it unsecured and post it online for anyone to read. On the other hand, if your PDF document is the complete specs for your company’s as-yet unreleased time machine, you may choose RMS security to specify different levels of permission, such as filling in forms, adding comments, printing, editing text, or deleting pages, for different people.
Your PDF security choices include:
- No Security, enabling your PDF document to be accessed by anyone with a PDF Reader. This is the default choice for mass distribution.
- Password Protection lets you add a password to a PDF document to limit ability to open the file (using a Document Open password) and restrict certain features (using a Permissions password), including:
- Filling forms
- Making comments
- Managing pages and bookmarks
- Modifying the document
- Extracting content (such as text or images)
- Changing encryption, password and security settings
- Certificate Protection lets you secure documents with certificates specifying unique permissions for each person. For example, you may allow your employees to fill out forms requesting parts for your company’s time machine in your Time Machine Spec Document PDF, but only you and the executive team are allowed to make changes to text, delete pages or change page order. Certificate protection only permits access to your PDF document by users whose identities can be verified and managed, so make sure everyone’s properly identifiable.
- AD RMS Protection (available in Business only) works with Microsoft® Active Directory® Rights Management Services information technology to help safeguard digital information from unauthorized use. Rights management dictates who can access sensitive information, what information they can access, and what operations they are allowed to execute (for example, reading, printing, copying, modifying, etc.). It improves information security and meet compliance requirements.
- Redaction (available in Business only) allows you to remove sensitive information from your document prior to making it available to others. This is a serious decision, however, because once you redact information, it’s deleted permanently. It’s the PDF equivalent of a crosscut shredder.
No matter which level of PDF Security you choose, you can create security policies that let you apply the same security settings to multiple, saving you time and effort in the future. Security policies include the security method, encryption password, permission settings, and more.
For full details on all the PDF security features available to you and how to use them, consult Chapter 9 in your handy PhantomPDF User Manual.