Applying policies to documents

You can apply a policy to a document to secure the document. Applying a policy to a document restricts access to the document and applies confidentiality settings to it.

To apply a policy to a PDF document by using the LiveCycle SDK, you must reference an existing policy and specify which policy set the policy belongs to. The user account used to connect to Rights Management requires access to the policy; otherwise, an exception occurs.

Only one policy at a time can be applied to a document.

Methods for applying policies

Use Acrobat Pro to apply policies to PDF documents. (See Acrobat Help.)
Use Rights Management Extension for Microsoft Office to apply policies to Microsoft Office documents. (See Rights Management Extension Help for Microsoft 2003 or Rights Management Extension Help for Microsoft 2007.)
Use Workbench. (See Workbench Help.)
Use the Rights Management Service API. (See Programming with LiveCycle.)