About policies

A policy contains information about authorized users and the confidentiality settings to apply to documents. Users can be any user in your organization. Users can also be people external to your organization who registered with Rights Management or for whom the administrator created an account. If the administrator enables the user invitation feature, you can add new invited users to policies. When you add a new invited user, the Rights Management service sends a registration email inviting the user to register.

The confidentiality settings you specify in a policy determine how the recipients can use the document. For example, you can specify whether recipients can print or copy text, make changes, or add signatures and comments to protected documents. The same policy can also specify different confidentiality settings for different users.

You can create and save any number of policies, using security settings that are appropriate for different situations and users.

Using Rights Management, you can dynamically change the permissions on a document. It gives the person who secures the document the permission to change the confidentiality settings to revoke access to the document or to switch the policy. After distributing the document, the person who secured it can monitor how the document is being used and who is using it.

Policies are described by using Portable Document Rights Language (PDRL).

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