Create file attachment security policies

Last updated on Jun 7, 2026

Learn how to create a file attachment security policy and apply it when sending files in a security envelope.

File attachment security policies let you protect files—such as Word, Excel, or ZIP files—by sending them inside an encrypted security envelope. You can reuse the same policy across multiple envelopes to control who can open and extract the attached files, without encrypting the files themselves.

Before you begin

Make sure you have permission to create and manage security policies in Acrobat. If the policy uses certificates, ensure you have access to valid public key certificates.

Select All tools > Protect a PDF, then select Create Security Envelope under ADVANCED.

The Create Security Envelope dialog box opens.

Select Add File to Send, choose the files you want to attach, and then select Next.

Select an envelope template from the available options and select Next.

Create Security Envelope dialog box showing available envelope templates and navigation controls.
Choose an envelope template to control how the security envelope is presented to recipients.

Select a delivery method and select Next.

Select a security policy to apply to the enclosed files, then select Next. Acrobat applies the selected policy.

Tip

If the policy isn’t visible, select Show all policies.

Select New Policy to create a new policy, and follow the on-screen instructions to create a password, certificate, or server-based policy. Acrobat stores the policy details for reuse.

Review or update your identity information, then select Next.

Review the envelope information and select Finish.

The security envelope is created with your new policy. You can now reuse this policy for other file attachments without recreating it.