# Configuring Digital Certificate-protected Security

You can configure the Digital Certificate-protected security for documents as follows. You can perform the following procedure either from Desk or from Viewer. If you are configuring multiple documents with the same settings, use Desk which allows you to configure multiple documents at once. The binders are manipulated in the same manner.

## Preparing certificates

You must register beforehand, the certificates you want to use for configuring the security, with [Personal] or [Other People] in the Windows Certificate Manager.
If the certificate was issued by an intermediate Certificate Authority, the certificate for the intermediate Certificate Authority must be registered with [Intermediate Certification Authorities] in Certificate Manager. Also, the certificate for the root Certificate Authority that issued the certificate for the intermediate Certificate Authority must be registered with [Trusted Root Certification Authorities].
If the certificate was issued by a root Certificate Authority, the certificate for the root Certificate Authority must be registered with [Trusted Root Certification Authorities].
These can be checked in the Windows Certificate Manager.

## Configuring the Digital Certificate-protected security

All items of [Security Settings (Digital Certificate)] dialog box is saved with new names and called "Security settings". Describes the operation separately when existing security settings has been made or not.

### When existing security settings has not been made

Procedure
1.
In Desk, change the workspace to the thumbnail view or grid view and then select a document. Multiple documents can be selected.
In Viewer, open the document.
2.
Select [Security] from the [Document] menu, then select [Security Settings].
The [Security Module Options] dialog box appears.
3.
Select [Digital Certificate (256bit V8 or later)] or [Digital Certificate (128bit V5 or later)], then click [OK].
The [Security Settings - Digital Certificate (256bit V8 or later/128bit V5 or later)] dialog box appears.
4.
Specify [Restricted operations] as necessary.
5.
Click [Add] next to [Certificate capable of opening the document].
The [Add Certificate] dialog box appears.
6.
Select a certificate and click [OK]. You can select more than one certificate. You can display detailed information by selecting a certificate and clicking [Certificate Attributes].
The information for the selected certificate appears in [Certificate capable of opening the document].
Check marks (X) are displayed next to invalid certificates such as those that have expired or have been revoked. Select invalid certificates, then click [Delete].
7.
If necessary, click [Add] next to [Certificate capable of entering full access mode].
The [Add Certificate] dialog box appears.
8.
Select a certificate and click [OK]. You can select more than one certificate. You can display detailed information by selecting a certificate and clicking [Certificate Attributes].
The information for the selected certificate appears in [Certificate capable of entering full access mode].
Check marks (X) are displayed next to invalid certificates such as those that have expired or have been revoked. Select invalid certificates, then click [Delete].
9.
Click [Set].
In Viewer, security settings are reflected when the document is saved.
In Desk, the security settings are immediately reflected and an open padlock mark appears in the lower right corner of the thumbnail.
If you don't want to show the thumbnail, close Desk, then reopen it. The thumbnail will not be displayed.
Note

- If you don't specify your certificates for [Certificate capable of opening the document] or [Certificate capable of entering full access mode], you will not be able to open the protected documents you created or modify their security settings.
- Settings made in Viewer are reflected when the document is saved. If you close the document without saving it, the security settings are not reflected.
- The expiration date of a certificate is checked when you configure security. However, it is not checked when you try to open a protected document or manipulate it in full access mode. This is a feature designed to prevent a problem where no one can open a document that has been stored for a long time.

### When existing security settings has been made

Procedure
1.
In Desk, change the workspace to the thumbnail view or grid view and then select a document. You can select multiple documents.
In Viewer, open the document.
2.
Select [Security] from the [Document] menu, then select [Security Settings].
The [Security Settings - Digital Certificate (256bit V8 or later/128bit V5 or later)] dialog box appears.
4.
When the security settings are saved as a file, click [Import]. The [Open] dialog box appears. Open the file of the security settings.
5.
Select security settings to use from [Security settings].
If you select security settings from the list, [Restricted operations], [Certificate capable of entering full access mode], and [Certificate capable of opening the document] are set according to the content stored in the security settings.
6.
Confirm the settings as necessary, then click [Set].
In Viewer, security settings are reflected when the document is saved.
In Desk, the security settings are immediately reflected and an open padlock mark appears in the lower right corner of the thumbnail.
If you don't want to show the thumbnail, close Desk, then reopen it. The thumbnail will not be displayed.
Note

- If you don't specify your certificates for [Certificate capable of opening the document] or [Certificate capable of entering full access mode], you will not be able to open the protected documents you created or modify their security settings.
- Settings made in Viewer are reflected when the document is saved. If you close the document without saving it, the security settings are not reflected.
- The expiration date of a certificate is checked when you configure security. However, it is not checked when you try to open a protected document or manipulate it in full access mode. This is a feature designed to prevent a problem where no one can open a document that has been stored for a long time.

## Saving the settings of the Digital Certificate-protected security

All items of [Security Settings (Digital Certificate)] dialog box is saved with new names and called "Security settings".
Procedure
1.
Perform procedure 1 to 8 of "When existing security settings has not been made" of "Configuring the Digital Certificate-protected security".
2.
Click [Save] of [Manage security settings].
3.
Enter a security settings name in [Entry of the security settings name] dialog box, then click [OK].
The name entered appears in [Security settings].
4.
When save the security settings as a file, click [Export].
The [Save As] dialog box appears. Specify the file name and location to save. Default file name is [(security settings name specified in step 3).dat].