Send PDF documents with secure delivery
Use Secure Delivery to select options for protecting files you plan to distribute. The options are arranged in a logical order, but you can select any or all of them, in any order. However, you should select an envelope first and sign the document as the last step, because any further changes will break the signature. If you select an envelope, the choices do not act on any opened document, but are applied to files you select as attachments.
Since changes can affect a signature’s validity, be sure to sign only after you have completed all modifications. This can include removing document elements, removing previous revisions by saving the document to a new name,and applying redaction. You should perform these steps before using Secure Delivery.
Proceed with the following steps to send PDF documents with Secure Delivery.
-
Click the Secure Delivery (
) tool in the Security group of the
Security ribbon. The Secure
Delivery dialog box guides you through four steps:
- When the documents are assembled, click Send. Your default mailing application opens with a new message that includes the file collection protected by their secure envelope. The message field contains instructions for the recipient on how to access the secured attachments.
- Fill in the necessary information in the email message window (such as Recipients, Subject, and Text) and send it.
Select envelope
-
Click Select Envelope (
) to open the Envelope panel (
).
-
Double-click the desired envelope, or right-click it and select
Apply to display it in the Document pane.
An envelope may contain interactive form fields to be filled in (alternatively use the Typewriter tool to add text). You can summarize the files being sent and/or explain what should be done with them. You can also modify existing envelopes or create a new envelope from a single page of a PDF or image file and define the level of security linked to it. If you do not select an envelope, any subsequent steps relate to the current document, and not the envelope and its attachments.
Add attachments
-
Click Add Attachments (
) to add attachments via a standard Open dialog
box.
Selected files are shown in the Attachments panel (both PDF and non-PDF files are allowed).
-
Select multiple files from a single location, or repeat the action to add more files from different locations.
You can attach a that groups a set of PDF files. PDF files can have their own security protection, others such as text or image files typically cannot; they can be protected by applying password security to the envelope.
Encrypt files
-
Click Encrypt Files (
) to open the Security panel.
-
Drag a security scheme to encrypt the attachments or the envelope file.
You can change the security settings any time before you save and close the file package. You can also select Privacy to apply an Open Password or No Modification to place a Permissions Password and define which actions are permitted or prohibited. See Security Properties for details.
-
Under
Certificate Security, select
Interactive to place Digital ID security through the
Certificate Security Settings wizard.
Both passwords and certificates apply encryption. The Security panel also allows you to create a new security scheme.
Sign document
-
Click Sign Document (
) to open the Sign/Certify panel.
-
Drag a suitable signature scheme to sign the envelope file.
An envelope template file, as a rule, is designed to contain a digital signature field for signing. Otherwise, you can interactively sign the envelope from the Security ribbon.
- Select Sign or Certify to place your default signature. In the case of Certify, you can also restrict permitted actions for the document. See Signing and Certifying Documents.