For the past several versions, each evolution of Acrobat has added greater flexibility in and diverse methods of protecting PDF files. One of the latest options involves the use of security policies — default or user-defined settings that specify authorized users, allow or disable specific access rights (such as printing, copying and commenting), set time restrictions and so on — designed to control documents post-distribution.
However, the ability to take full advantage of security policies has been limited to those with access to an Adobe LiveCycle Policy Server (APS). With the recent launch by Adobe Systems of a public beta for a new online service, users — with or without Acrobat — can test drive the functionality of APS.
“Protect an Adobe PDF” (PAPDF) is a complement to the “Create Adobe PDF Online” subscription service that Adobe has offered for several years. After an initial test period with subscribers, Adobe is now broadening the new security policy service to a public beta test. For the duration of the trial period, users can create a free trial account.
After logging in, you choose between protecting a PDF using a default policy or first creating a new one. A third option for users of Acrobat 7 (Standard, Professional or Acrobat 3D) is to configure Acrobat to protect PDF files directly from the desktop by accessing the policies available through the PAPDF service’s Policy Server.
Creating a new policy is a simple, form-based process — enter a policy name and e-mail addresses for the users you want to be authorized for document access, set file permissions via a short set of checkboxes and last, specify how long the protected documents can be accessed. After saving the policy, it’s available for immediate use.

Protecting a PDF through the online service is likewise simple. Using another short online form, you upload a PDF file, choose a security policy and click the Protect button. The file is immediately uploaded to the PAPDF server, the protection is applied and the secure file is sent back via e-mail to your registered e-mail address. The attachment includes an electronic wrapper that tells authorized users to whom you send the file how they can access it. When they attempt to open the attached file, they get a dialogue popup requesting a registered Adobe ID and password. The end user must be authenticated by the service before access to the file is allowed. You can specify up to 300 unique users in a policy.

The process of configuring Acrobat to view and apply policies from the desktop is explained in a brief tutorial. You log in with your Adobe ID and password and make the PAPDF server your default server for storing and retrieving your policies.

A second set of instructions walks you through the process of applying policies from within your properly configured copy of Acrobat. In short, with a PDF file open, go to:
Acrobat > Document > Security > Secure this document

The Select a Policy to Apply dialog opens, listing all currently available security policies — including any you created. Choose a policy, then click Apply to log in and connect to the PAPDF server to register your protected PDF file. Save the file to apply the selected policy.
While the PAPDF beta service takes advantage of Acrobat 7-level functionality, the current subscription service for creating PDF files is still based on Acrobat 5. However, Adobe has plans “to upgrade Create Adobe PDF Online to leverage our LiveCycle 7 technology,” according to Patrice Lagrange of Adobe Systems.
According to Lagrange, the target market for the new PAPDF service is “knowledge workers — sales, marketing, engineering, finance/IT — in small businesses, since they might not have the resources to deploy enterprise LiveCycle solutions.”