Switch a policy that is applied to a document
Users, policy set coordinators, and administrators can
switch the policy that is applied to a policy-protected document
(you can apply only one policy at a time to a document). Users can
switch policies that are applied to their own policy-protected documents
if they created the policy or if the policy is a shared one that
has this capability enabled. Otherwise, the administrator or policy
set coordinator must switch the policy. Administrators can switch
policies for any user’s policy-protected documents. Policy set coordinators
can switch policies from their policy sets.
When you switch a policy, the new policy is enforced as follows:
If the document is online and closed, the change takes
effect the next time the recipient synchronizes with document security
by opening any policy-protected document online.
If document is online and open, the change takes effect when
the user closes the document.
If the document is offline (in use without an active Internet
or network connection, such as on a laptop), the change is applied
the next time the user synchronizes with document security by opening
a policy-protected document online.
To permit anonymous access to a policy-protected
document that currently does not have this access, remove the existing
policy in the client application and then apply a policy that permits
anonymous access. If you switch the policy, users still must log
in to access the document.
On the document security page, click Documents.
In the list of documents, click the appropriate document.
Click Switch Policy. A list of up to 100 policies appears.
If the policy you want is not displayed, select Policy Name
or Policy ID from the Find list, type the name or ID, and click
Click a new policy in the list.
Click Switch Policy, and then click OK to return to the Documents