Security tab
Use the settings on the Security tab to set options related to redaction, document signing and certification, general security, IDs and certificates, and more.
To find tools on tabs, see Ribbon, tabs and panels or use the Find a Tool function at the top right.
Redaction group
This group is available only in Power PDF Advanced.
Mark Redaction: Mark selected text blocks to be
redacted at a later time, such as after review.
Apply Redaction: Make all text previously marked for redaction permanently unreadable. This command cannot be undone, so before using
Apply Redaction you should save a copy of the document if you will need access to its original content.
Search and Redact:
Search redaction candidates in one or more documents, and search one or more words or phrases or using search patterns. The results appear in a list; indicate for each whether to ignore, mark for redaction or perform immediate redaction.
Redaction Properties: Specify
display details for the appearance of redacted areas: rectangle color and overlay text, including the use of
redaction codes. Author name and subject can also be set.
Sign and Certify group
Sign & Mark: Create and add customizable handwritten signatures, text, and symbols such as check marks to your file, as quick solutions for completing forms and other documents. The Sign & Mark objects do not provide security.
Sign:
Place a digital signature on the current page. Select
Sign and click in the page to insert an invisible signature. Draw a rectangle of sufficient size to insert a visible signature. The Sign Document dialog box lets you specify the Digital ID certificate to use.
Time Stamp: Open the Time Stamp dialog box to select an existing time stamp service to use for the current document, or add a new service. See
Time Stamping a Digital Signature.
Certify: Use the drop-down list to select whether your signature should be visible or invisible. This command allows you to partly or completely restrict the permitted actions available to recipients of this document. See
Signing and Certifying Documents.
Document Signatures: Work with signatures in the current document. Add your digital signature to a signature field, clear all signature fields, verify a signature and if it is not valid, see the changes made after the signature was applied.
DocuSign: Use signatures managed by
DocuSign in your documents. You may sign or send documents through
DocuSign.
SignDoc: Use signatures managed by SignDoc in your documents. You may sign or send documents through
SignDoc
. Click the
SignDoc tool and select from the available commands:
-
Kofax SignDoc: Select to open the SignDoc WEB app on an integrated browser page. Log in with your SignDoc credentials and use SignDoc with the regular user interface.
-
Open from template: Select to Edit a SignDoc template in PowerPDF.
-
Send with template: Select only in conjunction with Open from template. See Edit a SignDoc template for details.
- Send via Kofax SignDoc: Select to display the Sign via Kofax SignDoc panel where you can log in to SignDoc, add recipients and fields, and then send the active document to the signers.
- Sign with Kofax SignDoc - Signature: Sign a document using a compatible signing pad.
- Sign with Kofax SignDoc - Image: Sign your document using a signature saved in an image file.
- Sign with Kofax SignDoc - Camera: Sign your document using a webcam photo.
Security group
Clean Document: Open the
Clean Document dialog box, listing elements to remove, in order to protect sensitive information.
Click
OK to perform the clean operation and save the document with a new name.
Remove Elements: Open the
Remove Document Elements dialog box to select which elements to remove from a document.
Secure Delivery: Open the
Secure Delivery dialog box to review the typical security steps to perform before distributing documents.
Manage Security: View
security properties and a summary of permitted actions. If you have authorization, you can apply password or certificate security and modify or remove security settings.
IDs and Certificates group
Manage Digital Identities: View a list of
current digital IDs and work with them.
Manage Trusted Identities: See a list of
trusted identities and manage related settings.
DRM group
RMS Security: The Microsoft Active Directory Rights Management Service (RMS) is supported. This tool functions only if your computer has an installed client component for RMS. Use the service to compile a set of names or groups and specify permissions and prohibitions for each of them in relation to the current document. See
About using RMS security.
Purview Information Protection: This tool functions only if you select the
Use Purview Information Protection Instead of AD RMS (requires restart) setting in
Security options. The service allows you to select from the available Azure security labels to apply to the active document. See
Microsoft Purview Information Protection.
Panels
Signatures: Open the Signatures panel to view a summary of all digital signatures in the document and manage related settings.
Security: Open the Security panel to apply password or certificate security.
Sign / Certify: Open the Sign / Certify panel to view a summary of all saved signature schemes and manage related settings, or to create new signature schemes.