CREATING PROTECTED PDF FILES - A WALKTHROUGH

	If you are evaluating Safeguard Enterprise PDF Security, you need to follow all the steps on this page, including creating a customer account for yourself on the administration system so that you can view your protected PDF documents. Failure to do so will result in you not being able to view the secure documents you have protected.

STEP 1:  Download and install Safeguard Secure PDF Writer





The latest software can be downloaded from here.  Once you have downloaded the software, double-click on the .exe file to install it.




STEP 2:  Register Safeguard Enterprise Secure PDF Writer

Before you can start using the Secure PDF Writer software you must first register it.

YOU NEED TO EMAIL US FOR A LICENSE CODE so we can create an evaluation account for you on our licensing system.  The license file required for registration will then be emailed to you.





Click on the license file link and select the 'Open It' option.  The Secure PDF Writer application will automatically connect to the Internet to register your license.

This starts the registration process and confirms your publisher record in the administration system.  A message dialog confirms successful registration.  You are now ready to start protecting PDF documents.




STEP 3:  Protect PDF files

Right-click on one or more PDF files in Windows File Explorer to start the process of protecting them.    The dialog in step 4 will then be displayed.







STEP 4:  Set PDF document controls

Select the appropriate document access rights from the tabbed dialogs.  For a detailed description of all the controls, please refer to the product manual or you can use the help feature in each tab.





NOTE: If you select more than one PDF file to protect then the Publish All button will be available.

When you select the Publish button your PDF files are encrypted and the document usage and access controls are applied.  Protected copies of your PDF files will be created that have a .pdc file extension.




STEP 5:  Set up users

Once you have protected your PDF documents you will need to create customer/user accounts on the administration system.  You must do this for each user that you want to be able to use your protected PDF documents.  Even the person protecting documents needs a user account to view them.

1.  From the Windows Start > All Programs > LockLizard > Lizard Safeguard > PDF Writer Enterprise menu select the Administration System to start generating user licenses.





This opens up a web page where you enter user names and email addresses by selecting the Customer tab and then the Add customer option.




2.  Enter a name, email address, the number of licenses you require (1 license = 1 computer installation), and an end date (if you want the account to expire) or the unlimited button (if you don't want the account to expire).  Then select the Add customer button.

3.  The licensing system will automatically send an email - LockLizard Safeguard Secure PDF Viewer Registration - to the email address you have entered above containing the download details for the Viewer software and a Viewer license file to register.   See below for more details.

4.  Depending on the Document Access method you selected (All Customers, Individual Access, or a Publication) you may have to grant access to the document you protected.  If you selected 'All Customers' then you won't have to do this since you are automatically given access.

5.  For each user that you want to view your protected PDF documents you must create a customer account for them.




STEP 6:  Send protected PDF files to your users / customers

Now you are ready to send your protected PDF (PDC) files to users.  This can be by email, or you can publish them on CD-ROM, DVD, removable media, etc., or as a download from your web site.  You do this just the same as you would with any other type of file.

SECURE PDF VIEWER WALKTHROUGH TO VIEW SECURE PDF FILES