At a Glance: The PDF Security Settings Dialog Box

A

B

C

D

E

 

Illustrations used throughout the help file depict HotDocs Developer and may include features not present in HotDocs Player .

If you select Save Document As... from the File menu while assembling a template, then you can view the PDF Security Settings dialog box by choosing PDF File(*.pdf) from the Save as Type drop-down list and clicking the Security button.

In the first set of options A you can decide on the Security Level you would like from the following options:

  • None: Assigns no security options to the PDF document you are creating.
  • 40-bit RC4 Encryption: Allows you to assign minimum security options to the document, including disabling the ability to print the document, changing the contents of the document, copying or extracting the contents of the document, and adding or changing comments in the document. While security is less, the document is compatible with versions of Acrobat back to version 3.
  • 128-bit RC4 Encryption: Allows you to assign more complicated security options to the document. This level of security, however, makes it so the document can't be viewed in any version earlier than Acrobat 5.

In the second set of options B you can set Master and User passwords for the file. You can set the Master password by ticking the check box and entering your chosen password in both the Password and Confirm fields below. The file then requires a password when editing the contents of the document. You can set the User password by ticking the check box and entering your chosen password in both the Password and Confirm fields below. The file then requires the intended recipient to enter a password when opening the document. Make sure you communicate this password to the intended recipient.

In the third set of options C you can set the printing options. Fully allowed lets the user to print a copy of the document, Low resolution only lets the user to print only a low-resolution copy of the document, and Not allowed keeps the user from printing a copy of the document

In the fourth set of options D you can set the content protection options. Check the first box to allow the intended recipient to copy content from the document and check the second box to allow visually impaired recipients greater access to the document.

In the final set of options E you can set the Document Editing options by ticking the check boxes:

  • Allow content editing: Allows the intended recipient to edit the content of the document, including making changes to the text.
  • Allow page-level editing: Allows you or the intended recipient to make page-level edits in the document.
  • Allow annotations: Allows the intended recipient to annotate the document.
  • Allow form filling: Allows the intended recipient to fill form questions in the document.

To learn more about setting options for PDF Security follow the link below: