Selecting Usage Rights

Before Reader Extensions can add usage rights to PDF documents, you need to select the files. Other conditions must also exist:

• The PDF documents must be PDF version 1.3 or later.

• The document cannot have a certifying signature created using the permissions option No Changes Allowed.

• You must enter passwords if the files are password-protected.

• If you want to add usage rights to a policy-protected file, Rights Management must be installed on the same server as Reader Extensions. In addition, the Reader Extensions user must have the correct privileges for working with the policy-protected file.

  Note: You can add usage rights to a policy-protected document only programmatically through an API or by defining a process.

A credential determines the specific usage rights that are available to you to apply to your document. The Reader Extensions credentials that are available for use are located in the Select Credential panel.

 Click a credential in the Select Credential list. Review the details of the credential to ensure that you have the appropriate credential.

After you select the credential, the application displays the usage rights that are available. Any usage rights that are not permitted by the configured credentials are disabled. For information about credential configuration, contact your administrator.

1. Select the usage rights for Reader Extensions to add.

2. Under Draft Level, select Draft or Final.

   • If you select Draft, it does not count against your license and the forms processed counter will not increment.

   • If you select Final, it counts against your license and the forms processed counter will increment.

3. Create a message to be displayed when a user opens the PDF document.

4. To save an incremental version of the file, deselect the Full Save check box.

   When this option is selected, Reader Extensions performs a full save, which produces a smaller file than an incremental save, but is slower. Reader Extensions always performs a full save for encrypted files.

5. Click Apply. If the file is password-protected, enter the password.

6. In the Select Location For Download dialog box, locate the folder in which to save the PDF or ZIP file (or type the name of the file in the File Name box).

   Note: You must specify the filename extension as PDF. For example, if you are saving the file as Example.pdf, you must type Example.pdf in the File Name box.

7. Click Save. The rights-enabled document is saved and is ready to be tested or distributed.

   Note: If the file names of the original PDF files contain extended characters, the PDF files within the ZIP file may be renamed.