revoke individual user access to single, multiple, or all documents
revoke access automatically after a number of views and/or prints
Add dynamic watermarks to viewed and or printed pages. Dynamic variables (date/time, user name, company name, email address) are replaced with actual user and system data when the protected PDF document is displayed and/or printed.
You only have to protect a document once in order to customize it for multiple users.
see what devices & operating systems users are using
Comply with legislation by controlling access and use:
Ensure only authorized parties can view confidential documents
Enforce document retention policies with automatic expiry
Log use for proof of when documents are viewed and printed
Protect IPR, reduce costs, ensure compliance, gain new revenue:
Protect revenue and increase ROI – reduce losses and costs
Take control over your IPR, prevent document leakage & theft
No cost per document or user – one fixed price for unlimited use
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“Simple & secure – protects IPR from theft”
Creating expiring PDF files: Expire PDF documents & self destruct with Safeguard PDF security
How to expire a PDF file
Control how long PDFs can be accessed and used with PDF expiry. Automatically expire PDFs without useless PDF expiration date scripts – expiry controls are always enforced and cannot be bypassed.
Creating PDF files that expire with Safeguard is very simple. Right-click on your PDFs in Windows File Explorer and select the menu option ‘Make Secure PDF‘.
How to make a PDF expire
In Safeguard Secure PDF Writer, choose the expiry options you want to apply:
Date – PDF expires on the date that you select here.
After n days from first use – PDF expires n days after it is first opened.
Views – PDF expires after it has been viewed n times.
Prints – PDF expires after it has been printed n times.
You can select multiple expiry options – a fixed date and a number of days from first use, a number of views and/or prints. Which ever option is reached first will cause the PDF to expire.
Expiry days, views, and prints are allocated on a user basis – so the same PDF file can expire at different times for individual users.
Once you have chosen your PDF expiry options, press the Publish button.
PDF Expiry on a user basis
You might want to set a PDF document to never expire or for user access to it to cease automatically on a given date.
You can expire PDFs on an individual user basis in the Safeguard Administration System – different users can be given different access periods to the same PDFs.
Fixed Date Expiry
Expire PDFs on a specific date
Expire PDFs after a number of days after first open
Expire PDFs after a number of views
Expire PDF files after a number of prints
Expire user accounts on a fixed date
Revoke PDF access
Revoke access to users and PDF files instantly
Safeguard’s PDF Expiry Options: expiring PDF files
There are many reasons for creating PDFs that expire and why you may want to expire both documents and users. Each has specific effects and controls, but they are not mutually exclusive and can be used in combination, and some may be changed after publishing the document or adding the user.
There are many reasons for creating PDF files that expire or even expiring both a document and a user. Document expiry and user expiry each have specific effects and controls that are not mutually exclusive and can be used in combination.
Why have expiring PDF documents?
Reasons for having PDFs expire
Locklizard PDF DRM offers a number of ways of using expiry to automatically cease access to documents. But why would you want PDFs to expire?
To deny access to obsolete versions of publications so that only authorized or current versions are used.
So that you can share PDF files securely with third parties knowing they will only be accessible for a limited period.
To sell documents that are accessible for a limited period at a lower cost than a permanently accessible version. This allows you to reach new markets that are price sensitive.
Expire PDF on a date
The PDF will expire on a specific date (fixed date) for all users.
you are licensing a training course or academic course which is valid for a period of time (e.g. 3 months or a term).
you publish a business report e.g. market analyses, that is only valid for a specific period.
you want to ensure the legal period of storage has finished.
you need to make sure only the latest versions of documents are in use.
Expire PDFs a number of days after first use
The PDF will expire at different times for different users.
used when documents are offered for evaluation purposes.
Used when documents are offered for evaluation purposes (e.g. one view only).
The PDF will expire at different times for different users.
Expire a PDF after a number of prints
Used when only a fixed number of printed copies should be made (legal documents such as notice to quit or a rental agreement) and access is to cease when the printing is complete.
Safeguard’s expiry options enable document publishers to automatically expire PDFs so they can no longer be used after a certain amount of time. The following options are available:
expire documents on a specific date
expire documents after a number of days
expire documents after a number of views
expire documents after a number of prints
These options can also be used together so that you can enter, say, a number of days/views/prints and a fixed date, with whatever occurs first causing the document to expire. You may, for example, want a user to be able to use your documents for a 15day trial period but have those documents expire on a fixed date regardless of whether the trial period has been used or not.
How to set an expiration date on a PDF
To create a PDF file that expires on a date:
In the Safeguard Writer Expiry tab, select ‘Document Expires at” and then from the date selection dialog, select an expiry date (the date the PDF will expire on).
The PDF document will expire on this date for all users.
You can edit the PDF expiration date in the Safeguard Admin system if you want to change it at any stage.
How to set a PDF expiry date for individual user access
You can set an expiry date on a PDF for individual users – in this case, access to the PDF can be set to expire at different dates for each user.
This is done from the Safeguard Administration system when granting user access to a PDF document:
Grant Limited Access
Grants access to the document with specific start and end dates. The dates you select will determine the time frame that the PDF document is made available to the user.
You can use this method to control PDF expiration regardless of whether you have set an expiration date on a PDF or not.
If a document also has a fixed expiry date then the ‘Until date’ cannot exceed that – in other words, you cannot extend access beyond a document’s expiration date.
How to set PDF expiry in days
To create a PDF file that expires after a number of days from first use:
In the Safeguard Writer Expiry tab, select ‘Document Expires after” and then enter the number of days after which the PDF will expire.
The PDF document will expire after the number of days you enter here from when it was first opened. This will be different for each user if they first open the document on different dates.
How to make a PDF expire after a number of opens (views) or prints
You can make a PDF expire after a number of opens or prints – this is allocated to each user, so each user is given the number of opens or prints you set here.
In the Safeguard Writer Printing & Viewing tab, select the number of print copies and views allowed.
If you set both a view and print limit then expiry of the document will occur when whatever is reached first.
Safeguard’s PDF protection gives you total control over when individual user access to your PDFs expire. You might want to set your PDFs to never expire but have user access to them expire.
You can expire user accounts and with it:
access to all your PDFs
access to only newly created documents. You may want to, for example, give users access to documents during a specific time period, and let them be able to view those documents in the future, but not access any new ones you publish.
You can suspend user accounts to stop users from using any documents that require a license check immediately. This might be useful if the user is on holiday, temporarily in a location that is not deemed secure, or because they have changed their role/responsibilities. It is reversible without changing the user’s rights to any protected documents. You can expire authorized documents while a user is suspended, or grant access to additional documents, just as you wish.
You can alter the user’s end date. This is useful when a user:
changes job function but there is a continuing requirement for them to be able to access documents they had a right to use in their previous job function.
has a subscription (access to a publication where they automatically get access to documents in the publication as they are made available). This means that they can use protected documents published before the user’s end date, but not those published after it.
You can expire individual users’ access to a document by setting specific start and end dates for each document they have been given access to.
Safeguard’s PDF protection enables you to control expiry to groups of documents (publications) on an individual user basis. Different users will often require document access at different times (and for access to expire accordingly) depending on when they first purchased a product (say a training course) or when they were first given access to documents.
A user, for example, may have subscribed to one of your publications for a year, and all documents in that publication are accessible to them for a year. After a year, they will still be able to view their existing documents, but not any new ones that are published after their subscription period has ended unless, of course, they subscribe for an additional period.
Users can be given access to multiple publications, each with its own expiry period.
Revoke PDF access
Being able to revoke PDFs is an important part of any document security solution.
While PDF expiry options happen automatically when a certain time frame is reached, you may want to manually revoke access to PDF files to terminate access instantly.
There may be times when:
the wrong document was published
the information in a document is no longer valid or is incorrect
a user has left your company
documents have been provided on credit terms and these have not been met
payment for an ebook or report etc. has had a chargeback made against it
you think a specific document has been compromised
Revoking PDF files with Safeguard PDF Security
Safeguard’s PDF protection enables you to:
revoke PDFs instantly so all users’ access is terminated
revoke users so all documents they have access to become inaccessible
revoke individual user access to single or multiple PDF files
You can revoke access to PDFs at any time no matter where your PDF files are located.
NOTE: To revoke PDF access instantly the document must be set to check with the administration system each time it is opened. If you have created PDF files that only check with the administration system every n days then PDF revocation will only take place once a check has occurred.
PDF self destruct, self deleting PDFs & self destroying PDF files
The ability to create a self-destructing, self-destroying, or self-deleting PDF file or document sounds like something out of a Mission Impossible movie – but it’s easily achieved using expiry controls to time limit PDF document access. The end result is to make PDF files inaccessible after a period of time – the PDF file does not self-destruct or self-delete, it just can no longer be opened.
By applying expiry controls to a PDF document, access to it will automatically cease after a given time period. This has the same effect as a self-destroying / self-deleting / self-destructing PDF file but is actually more secure since access is permanently removed. If a self-destroying PDF / self-deleting PDF file is copied to another device, what file have you actually destroyed or deleted? This is the same issue as the remote file deletion one – if a backup has been made then the deletion system is rendered useless. With PDF expiry, the DRM controls remain with the file itself, so even if a backup is taken, the backup file will also automatically expire.
How to create a self-destruct PDF or make self destructing PDF files
Once a PDF file has expired it can no longer be opened. Users cannot unlock or open expired PDF files.
When a PDF file has expired, an expiry message is displayed:
The email address is replaced with your own one so users know who to contact once the PDF has expired.
In Safeguard Enterprise, you can customize the expiry message with your own text. Select the Messages tab in Safeguard Writer and enter your custom expiry message in the ‘show message’ dialog.
Alternatively, select the ‘navigate to URL’ option to load a web page in the user’s default browser once the PDF has expired.
Publishers selling PDFs may find customizing the PDF expiry message useful in soliciting for additional business once a PDF file has expired. For example, you might want to direct users to a web page that enables them to purchase additional access or a new version.
Can users remove PDF expiry or change the PDF expiry date?
No. Safeguard PDF DRM enforces expiry controls for both online and offline files. Users cannot remove PDF expiry or change expiry dates.
Expiry dates applied with Locklizard, however, cannot be removed. Users cannot make copies of the document via copy/paste, printing to PDF, screenshot, etc. and are unable to open their document once the expiry date has passed no matter what they do.
Can Calibre remove PDF expiry?
Yes, in fact, this is a common problem for libraries, which make use of Adobe Digital Editions. Calibre’s DeDRM plugin strips all controls from a protected PDF, including expiry, and allows the user to convert it into whatever format they like. This is basically a dream for pirates — they don’t even have to pay for an ebook to be able to share it for free on a mass scale. So, authors and publishers beware – partnering with any library that uses Adobe protection will not be good for your bottom line.
Can users open an expired PDF?
No. Once a PDF has expired it can no longer be opened.
You can, however, change the PDF expiration date on the Safeguard Admin system at any stage if you need to alter it – e.g. you need to extend the life of the document because of delays in delivering it or not updating it in time.
Are PDF expiry scripts safe?
If a PDF file expires on a date, can you change it?
Using Locklizard Safeguard, the document Publisher can change the expiry date after distribution for all users or just selected users. End users, however, cannot change the expiry date on a PDF.
How do you unlock a PDF document that has expired permissions?
Download PDF expiry software that uses US Government strength encryption and digital rights management controls to create expiring PDF files – automatically expire PDFs after a given period of time and revoke PDF documents instantly.
Expire PDF files on a date
Expire PDFs after a number of days from first use
Expire PDFs after a number of opens (views) or prints
Expire user access to one, multiple or all PDFs
Revoke PDF files at any time
Safeguard PDF Security and Enterprise PDF DRM enable you to automatically expire PDF files and revoke PDFs instantly to ensure they remain totally protected regardless of their location.
We needed to deliver e-book versions of our handbooks while not compromising on security and digital rights. Safeguard PDF security is easy to use and intuitive.
The implementation was painless and we now have a greener, more secure way of distributing training manuals.
Locklizard’s PDF protection is exactly as described – the features are highly effective and I would give it 5 stars.
I would recommend Locklizard to others - their security is simple to use and fit for purpose. It meets common needs of businesses who have information they want to protect.
We would be happy to recommend Locklizard to any company needing a flexible way to secure PDF files.
Safeguard PDF Security has provided us with a very workable solution for sharing of information in a secure fashion. The support has been excellent and very accommodating.
We can cut accounts for a user five minutes before his class starts and he is ready to go. Happy smiling customer, while we still have security and personalized watermarking.
I have immense respect for the product and Locklizard provide great customer satisfaction and service.
We would recommend Safeguard to other companies for its security, cost and ease of use. It does what we expected it to do and more.
Ease of use is a bonus and the implementation was very easy. The product manual is excellent and Locklizard staff are very accommodating.
We sell a highly valued educational product in an open and competitive market so it was important to ensure we had effective security to protect our digital rights.
We highly recommend Locklizard - a professional company with a competitive and professional PDF Security product.
We would absolutely recommend both Locklizard as a company, and Safeguard PDF Security. It has transformed our study materials to the next level.
Not only did this increase sales, but we also believe that it has increased our customers’ ability to learn, which is even more important!
We would recommend Locklizard Safeguard to other companies that need to protect PDF reports. Customers have found the process of accessing the protected documents to be seamless.
Implementation was easy and technical support has been very responsive to requests for help.
Our company would without reservation recommend Locklizard. Their document DRM software opens up delivery of our new products in a timely fashion while knowing that the content will remain secure.
The return on investment to our company has been immediately evident.
We use Safeguard to make sure that documents cannot be opened outside our local network or from a unauthorized computer in order to copy or print the documents.
It is the most feature rich, affordable, & simple to use PDF security product on the market.
Safeguard PDF Security is simple to administer and meets our needs, consistently delivering secured manuals to our customers with ease.
Return on investment has been elimination of many man hours, printing resources and postage – it is estimated that costs decreased by 50% or more.
We would really recommend Safeguard PDF Security to every publishing company for managing ePubs or e-books securely. It is easy to secure PDF files and simple to distribute them to our authorized customers only.
Locklizard also provides a good customer support experience.
The ROI for us is incalculable. We have the security of knowing that our proprietary documents are secure. This is the entire value of our company.
I would most certainly recommend your PDF security product and already have. The ease of implementation was surprising.
We can now sell our manuals without the need to print them first, saving time, money and helping safeguard the environment.
We would recommend Safeguard PDF DRM – it is the perfect solution to sell and send e-documents securely whilst making sure someone cannot copy them.
We would recommend Locklizard to other companies without hesitation.
Their PDF DRM products provide a manageable, cost effective way to protect intellectual investment and they are always looking for ways to improve them. Moreover, their staff provide an excellent level of support.
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