Protecting PDF Documents
Protecting PDF documents: Highlight your PDF files in Windows File Explorer, right-click and select 'Make secure PDF'.
The following tabbed dialog will be displayed:
Customization: Here you can brand the viewer with your own splash screen and custom message.
Document Access: Here you select what customers/users can view your protected PDF documents.
Expiry and Validity: Here you select when your protected PDF documents expire (if ever) and whether checks have to be made with the server to validate licenses. By enforcing license validation you can instantly revoke access to protected PDF documents.
Environment Controls: Here you select various controls that determine what environment the Secure PDF Viewer will run. Secure PDFs are automatically protected from copy and paste.
Printing and Viewing: Here you select whether users can print and view your protected PDF documents, and if so, how many times. You can even prevent document access once the number of prints have been used.
Watermarks when viewing: Here you select whether watermarks are displayed on your protected PDF documents when they are viewed. System variables - user name, company name, email address, date/time stamp - can be dynamically displayed. Both text and image watermarks are supported.
Watermarks when printing: Here you select whether watermarks are printed on your protected PDF documents. Both text and image watermarks can be printed. System variables - user name, company name, email address, date/time stamp - can be dynamically applied when printing occurs.
Display Settings: Here you select how you want your protected PDF document to be displayed in the Secure PDF Viewer and whether you want to enforce those settings.
Locking PDF Documents to USB
PDF USB Security: Add your protected PDF files and the Secure PDF Viewer to a USB device so users can use them instantly without having to install or register any software.
PDF Protection Administration System
Customers: This is where you create, edit and manage user accounts and assign document and publication access.
Publications: This is where you add and manage publications. You can also view the customers and documents associated with each publication and assign publication access.
Documents: This is where you manage protected PDF document records and see the controls you applied to them. You can also view the customers who have access to each protected PDF document and grant or deny access.
Statistics: This is where you can see statistics and view system log files.
Settings: This is where you can review and change email settings and control how license information is delivered to users.
User Registration & License Activation
A license file email is automatically sent to each user when you create an account for them. Users install the Secure PDF Viewer and register with you so they can view protected PDF documents.
Alternatively, the Secure PDF Viewer and protected PDF documents can be distributed on USB with Safeguard PDF Portable and no registration or Internet connection is required.
Viewing Protected PDF Documents
Double-click on a protected PDF file in Windows file explorer for it to display in the Secure PDF Viewer.
PDF document usage controls are enforced by Safeguard PDF Security and cannot be circumvented. Details of when the user account expires and when the PDF document expires (if at all) are displayed at the bottom of the Secure PDF Viewer.
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