Applying PDF Security

To change the security settings of a PDF, it must be open and active in Revu.

1. Open the desired PDF so that it is active in Revu.
2. Go to Document >  Security. The Document Properties dialog box appears. It will automatically open to the Security tab.

   • Alternatively, click the Security icon on the Navigation Bar.

   

3. Click Change Permissions. The PDF Security dialog box appears.

   

4. To use a saved security configuration, select it from the Save Settings menu.
5. To define a new security configuration, set one or both of the available passwords as described below (see Security Configurations for more information about the effects of the available combinations):
   1. If you wish to require a password to open the PDF:
      1. Select Require Password to Open the Document.
      2. Enter the password in the Open Password field.
      3. Enter the password again in the corresponding Confirm field. If the passwords do not match, the OK button will not be available.
   2. If you wish to enable editing and/or printing of the PDF:
      1. Select Enable Permissions to Limit Printing and Editing.
      2. Enter the password in the Master Password field. This password will grant users who possess it access to all editing and printing functions; all other users will be limited to the functions selected below the password fields.
      3. Enter the password again in the corresponding Confirm field. If the passwords do not match, the OK button will not be available.
      4. Set the permissions for users who do NOT have the Master Password by selecting from the available options. Users with the Master Password will have access to all the normal functions within Revu.
   3. If you wish to encrypt the PDF, select an option from the Encryption menu. The options are arranged in order of complexity, from simplest to the most complex. In general, choose the most secure encryption type that is compatible with the recipients' PDF reader. All three encryption types can be opened by Revu Windows version 10.1 and later and Revu Mac.
   4. To save this configuration for later use, see Saving and Applying Quick Security Settings below.

6. Click OK. The new security configuration will not go into effect until the PDF is saved.

Security settings may be saved so that the same settings can easily be used again when applying security to other PDFs. Once defined, security configurations are also available for batch security operations.

To save a security configuration:

1. Set the desired permissions as described in Changing Permissions above.
2. Click Save. The Save Document Security Policy dialog box appears.
3. Enter a name for this configuration and click OK.

To apply a saved security configuration:

1. Open the desired PDF.
2. Go to Document > Security and select the desired configuration from the Security menu.
   • The same menu is available by clicking the menu arrow to the right of the Security icon on the Navigation Bar.

     

When defining a security configuration there are two passwords that can be set. It is not necessary to set both if this is not desired. When deciding which configuration to use, consider the following:

Open password only

• Users will be prompted for the password when trying to open the PDF.
• Even with the password, no user will be able to edit or print the PDF.
• Previews of the PDF will be obscured.
• Any user who can open the PDF will be able to access and change the document's security settings.

Master password only

• Users will not be prompted for a password when opening the PDF.
• Actions available to users are determined by the options selected under Set Permissions on the PDF Security dialog box.
• Previews of the PDF are not obscured.
• Users will be prompted for the password when trying to access the document's security settings.
  • Accessing the document's security settings will also bypass any permission limitations established under Set Permissions for the user. For example, if Allow Changes was unchecked, users would normally be unable to make any changes to the PDF. However, a user with the Master password can use it to open the document's security settings, causing Revu to recognize them as a document owner and granting them full access to all functions.

Both Open and Master passwords

• Users will be prompted for the password when trying to open the PDF. Either password will work.
• Functions available to users who enter the Open password are determined by the options selected under Set Permissions on the PDF Security dialog box.
• Users who enter the Master password automatically have access to all, normal Revu functions.
• The Master password is required to access the document's security settings.
• Previews of the PDF are obscured.