Protect files using AEM Document Security Extension

You can control how recipients use your policy-protected files, no matter how widely you distribute them.

Using Document Security Extension for Microsoft Office, you can perform these tasks:

  • Configure your connection to Document Security

  • Apply a policy to a file

  • Open the Document Security web pages to create and manage user policies

  • Remove policy protection from a file

  • Change the policy that is applied to a file

  • Open the Document Security web pages to revoke access to files or change the policy for the file

  • Open the Document Security web pages to view the file’s audit history

Connect to a Document Security server

If you intend to apply policies to files, you must configure the connection settings for Document Security. Depending on how Document Security Extension for Microsoft Office was installed, you may already have default connection settings. You can add connection settings for one or more instances of Document Security. You can obtain server information from the Document Security administrator.

You must set the server that you want to use to protect files or manage your protected files as the default server. When you apply a policy to a new file or open the Document Security web pages, Document Security Extension for Microsoft Office connects to the default server. If you protect files using more than one instance of Document Security, you must change the default server setting when you switch between servers. You can open files that are protected by any instance of Document Security as long as you have authorization to open the file.

If your Document Security server employs certificate-based authentication, you will need to install the certificate that you received in your local machine. You will be required to choose certificate authentication, and provide the certificate that you want to use to authenticate.

After you configure the connection settings for an instance of Document Security in one Microsoft Office application, it is configured for all of Word, Excel, and PowerPoint.

Install the client-side certificate

If you are required to access the Document Security web pages through certificate authentication or two-way authentication, you will receive the certificate that you must install on your local machine. You receive a certificate file (.PFX or .P12 file) and its password.

  1. Save the certificate file in your local machine.

  2. Double-click the certificate file to open the Certificate Import Wizard and click Next.

  3. Click Next if the certificate file is listed in the filename box. Click Browse if you want to locate another certificate.

  4. Enter the password that you received and click Next.

  5. On the Certificate Store dialog, select Place All Certificates In The Following Store, and click Browse.

  6. In the Select Certificate Store dialog, select Personal, click OK, click Next, and then click Finish.

Configure connection settings

  1. In Document Security Extension for Microsoft Office 2010 and Office 2013, on the Document Security tab, select Choose Server.

  2. Either click New to create new connection settings, or select an existing connection and click Edit.

  3. Type a name for the connection in the Name box. You can use any name.

  4. Type the address of the server in the Server Address box.

  5. Type the server port in the Port box.

  6. (Optional) If you want to remember your user name and password, select Remember Password On This Computer, and type your user name and password in the appropriate boxes. It is recommended that you do not select this option if other people may have access to the computer.

  7. Click Connect To This Server. Document Security Extension for Microsoft Office attempts to connect to the server you specified. Depending on the authentication type specified, do one of the following:

    Username and Password

    Enter the username and password that you received from the Document Security administrator.

    Certificate Authentication

    Choose this option to select the certificate that you received and installed in your personal certificate store.

    If only one authentication type is configured on Document Security, only that option appears.

Note:

If you cannot connect to the server, try to open the Document Security web pages in Internet Explorer. If you cannot connect to the server using Internet Explorer or if a dialog box displays a warning about the server certificate, Document Security Extension for Microsoft Office cannot connect to the server. Contact the server administrator for assistance.

Note:

If you cannot connect to Document Security, a message appears stating that “The username and password are incorrect, please check your configuration settings and try again”. This message may appear if you cannot connect for another reason. If you are connecting to the server for the first time, verify that you set the server name and port correctly.

Specify the default server

  1. Do the following:

    • In Document Security Extension for Microsoft Office 2010 and Office 2013 on the Document Security tab, select Choose Server.

  2. Select a server to specify as the default and click Set Default. A star appears next to the default server.

Using Third-party authentication providers

You can use third-party authentication providers with AEM Forms Document Security. These authentication providers help you add an additional access layer to the protected documents. AEM Forms Document Security supports following extended authentication workflows:

  • Extended authentication using default AEM Forms URL
  • Extended authentication using a custom URL
  • Default extended authentication workflow with third-party identity providers configured on AEM Forms on JEE server
  • Custom extended authentication workflow with third-party identity providers configured on AEM Forms on JEE server
  • Extended authentication using customized page for listing SAML Authentications

For detailed steps to configure extended authentication workflows, see the Extended Authentication Scenarios article.

Obtain a user account

If you do not already have a Document Security account, Document Security may initiate the registration process when these events occur:

  • A Document Security user who wants to send you a policy-protected file adds you to a policy.

  • The Document Security administrator creates an account for you.

After you register and activate your account, you can use policy-protected files that you were given authorization to use through a policy.

Note:

If you receive a policy-protected file and do not have a Document Security account, or if you receive an invitation to register, contact the person who sent you the file for assistance.

If you receive an email registration invitation from Document Security, you can register by using the URL in the email to open the online registration page. After you register, you will receive a second notice about activating your account.

Obtain an external user account

  1. Open the Document Security registration email. The URL that the message contains is a link to the Document Security External Users Registration page. If you do not receive a registration message, contact the person who sent you the file for assistance.

  2. Click the URL or copy it and paste it into your browser.

  3. Type your name, organization, and password in the appropriate boxes. Your password can be any combination of eight characters.

    Note:

    Ensure that you choose a password that is easy to remember; no method is available for finding forgotten passwords.

  4. Click Register. A message appears informing you to check your email for an activation email message.

  5. Open the Document Security registration confirmation email.

  6. Click the URL that appears in the message.

  7. Click the link to the Login page.

  8. In the Username box, type the email address you registered under with Document Security. This email address is your default Document Security user name.

  9. In the Password box, type the password you created when you registered.

  10. Click Login.

Create and manage policies

If you have permission from the Document Security administrator, you can create policies to apply to your own files on the Policies page of the Document Security web pages.

Some of the policy settings available for creating policies in the Document Security web pages are not supported for Word, Excel, and PowerPoint files. The following tables describe how the policy permissions map to Word, Excel, and PowerPoint features.

Permissions

Word, Excel, and PowerPoint support

Print > Not Allowed

Printing the file is not allowed.

Print > Allowed

Printing the file is allowed.

Note: If a policy gives the Copy permission but not the Print permission, content copied to another file can be printed.

Print > Low Res. Only

Not applicable.

Change > Any

The file can be changed.

When this permission is not given, you cannot modify protected Word and Excel files. You can modify PowerPoint files but cannot save the changes or view slide shows for modified files.

Change > Not Allowed

Users cannot modify protected files.

Change > Alter Pages

Not applicable.

Includes inserting, deleting, and rotating pages.

Change > Fill & Sign

Not applicable.

Offline

The file can be opened offline.

Copy

File contents can be copied to other files.

Screen Reader

Screen readers (devices for users with vision impairment) can read the file contents.

Permission Validity

Supported.

General Settings

Word, Excel, and PowerPoint support

Validity period

Supported.

Audit document

Supported.

Auto-Offline lease period

Supported.

External Authorization Providers

Supported.

Advanced Settings

Word, Excel, and PowerPoint support

Dynamic watermarks

Supported.

Certification Plug-ins

Not applicable.

Encryption algorithm and key length

All options are supported.

Document restriction

All file contents are always encrypted regardless of the setting in the policy.

Access-denied error message

Supported.

For more information about creating and managing policies, see Document Security End User Help.

Apply policies

You can apply any available policy to a file, including policies that you created and those that are part of policy sets that you have access to. Before applying a policy, you must save the file.

After you apply a policy, it is added to the Recently Used list on the AEM Document Security menu to make it easier for you to apply your most frequently used policies. If you use more than one instance of Document Security, the Recently Used list displays the policies only for the server you are currently connected to or for your default server if you have not yet logged in to an instance of Document Security.

Note:

You can apply policies only to Word document files (.doc, also.docx and .docm in Microsoft Office 2010 and 2013), Excel workbook files (.xls, also .xlsx, and .xlsm in Microsoft Office 2010 and 2013), and PowerPoint presentation files (.ppt, also .pptx, and .pptm in Microsoft Office 2010 and 2013). You cannot apply policies to Word template files (.dot), Excel template files (.xlt), and PowerPoint design template files (.pot).

Apply a policy

  1. In Document Security Extension for Microsoft Office 2010 and 2013 on the Document Security tab, select Secure > Choose Policy.

    If you chose user name and password as the authentication method on the server and have not yet provided login information for Document Security, a dialog box prompts for your user name and password.

  2. Select a policy from the list and click Apply.

  3. Save the file.

Apply a recently-used policy

  1. In Document Security Extension for Microsoft Office 2010 and 2013, on the Document Security tab, select Secure > [Policy Name].

  2. Save the file.

Work with the Policy-Protected Files

Policy-protected files contain intellectual property that is owned by the file publisher and protected by Document Security.

You can use policy-protected files whether you are internal or external to the file publisher’s organization. To open policy-protected files, you must be recognized by Document Security, either through inclusion in a linked LDAP or Active Directory list, being added as a local user for LiveCycle or AEM forms on JEE, or by registering with Document Security after being invited as a user.

If you receive a policy-protected file and do not have a Document Security account, or if you receive an invitation to register, contact the person who sent you the file for assistance.

Working with policy-protected files in Microsoft Office

Document Security Extension for Microsoft Office restricts certain Word, Excel, and PowerPoint functionality to protect the file publisher’s intellectual property. If you do not have permission to change the file, you cannot save modifications to it.

If you are working with a policy-protected file, some product features may not be available or may not work as usual. If you also have an unprotected file open, most features are enabled for the unprotected file, except those that allow you to import or copy content from a policy-protected file for which you do not have copy or export permissions.

Note:

When using Document Security Extension-supported Office applications, it is recommended that you disable the Windows DEP setting. Also, to ensure that Office applications start smoothly on a machine that has Document Security Extension installed and McAfee VirusScan with On-Access Scan enabled, disable the Buffer Overflow Protection option in the McAfee VirusScan Console.

If a feature is not available, the command name on the menu and the related toolbar button are unavailable. In Document Security Extension for Microsoft Office, when you hover the mouse pointer over the command or button, a tool tip indicates that the command is made unavailable by Document Security.

Opening policy-protected files

You can open policy-protected files by using the same methods that you use to open any other file. If you are not already logged in to Document Security, you are prompted to do so unless you are not connected to the Internet and you can open the file offline. If you cancel the login process, access is denied.

If you do not have permission to open the file, you are informed that access is denied. If the file access privileges were revoked, you may also be directed to an updated version of the file if one is available. For additional assistance if you cannot open a policy-protected file, contact the file publisher.

When a protected file is open, text in the title bar that follows the file name states that the file is protected by AEM Document Security.

When opening a protected document in Document Security Extension for Microsoft Office from SharePoint Server, ensure the Microsoft Office program associated with the file type, such as Microsoft Word, Microsoft Excel, or Microsoft PowerPoint, is open. If you try to open the file without opening the associated application, the document may not open and an error message indicating that you must install the applicable plug-in is displayed. In addition to opening the required application, it is recommended that you clear the cache folder before opening a protected document in Document Security Extension for Microsoft Office from SharePoint Server. Also, when you open a protected document from SharePoint Server, all permissions on the document are disabled, regardless of the policy that was applied.

Depending on the authentication method implemented on Document Security, you may be prompted to choose the authentication method when you open a protected document. If Document Security supports more than one authentication method, the authentication options are presented to you. For example, if Document Security server provides both username/password and certificate authentication, you can choose the appropriate authentication method. If Certificate-based authentication enabled, you are prompted to use the certificate that you have received and installed.

The user experience when opening protected files depends on the mutual authentication configuration on the server. If only one valid client certificate is installed, then no authentication dialog appears and files opens successfully. However, if multiple client certificates are installed on a machine, then an authentication dialog appears. The user has to choose a valid certificate to open the protected file.

Removing policy protection from a file

If you are permitted, you can remove policy protection from files that you have protected. If you do so, the file is no longer protected by Document Security.

  1. In Document Security Extension for Microsoft Office 2010 and 2013, on the Document Security tab, select Remove.

    If you have not yet provided login information for Document Security, a dialog box prompts for your user name and password.

Note:

If you cannot remove a policy from a file that you have protected, contact a Document Security administrator.

Viewing security settings

You can view the permissions that you have for the current file for printing, copying from, changing, and accessing offline, along with the file validity period.

In Document Security Extension for Microsoft Office 2010, the Security Status group on the Document Security tab displays your permissions for the file.

Do the following:

  • In Document Security Extension for Microsoft Office 2010 and 2013, on the Document Security tab, in the Security Status group, click any item.

Saving documents when Auto-apply policy is enabled

If your Administrator has enabled the Auto-apply policy functionality, any document you create or edit will be automatically protected when you save the document.

If Auto-apply policy is enabled, Document Security Extension for Microsoft Office will prompt you to log in to the Document Security server. You will need to provide your Username and Password in order to be authenticated by the server. If you have provided the correct log-in credentials, the document will be saved and protected.

Note:

If you cannot log in to Document Security, the document may or may not be saved. This depends on how your Administrator has configured the Auto-apply policy. Check with the Administrator about how documents are handled in this situation.

Synchronizing for offline access

Policies can allow you to open files while you are offline and not connected to Document Security. You must have previously logged in to Document Security to establish your credentials with the server before you can work offline. If you plan to work with files offline, it is recommended that you synchronize with Document Security before you disconnect to ensure that the policy settings for your files are up to date with the server. It is recommended that you also open the file online once before you open it offline. If you do not open the file once online or synchronize with the server, you may still be able to use policy-protected files while offline. However, the offline lease period must not have expired, and the policy settings for the file must not have changed since you last synchronized manually or automatically with the server.

Do the following:

  • In Document Security Extension for Microsoft Office 2010 and 2013, on the Document Security tab, select Synchronize Off-line.

    note: The Synchronize Off-Line button is available even though the user does not have offline permission for the document. However, selecting the button does nothing.

     

Working with dynamic watermarks

Document Security Extension for Microsoft Office supports the inclusion of dynamic text-based watermarks in policy-protected documents. A dynamic watermark can include information that may change, such as the date, time, user name, or name of the policy. If a user prints a policy-protected file, and that file contains a dynamic watermark and the permission to print, the watermark appears in the output.

Document Security Extension does not support rich watermark features such as PDF-based watermarks, multiple elements in a watermark, text formatting options, and page range.

You create a dynamic watermark using the Document Security web pages. For more information about creating and including dynamic watermarks in a policy protected document, see Document Security End User Help.

Document Security Extension for Microsoft Office provides support for these watermark features:

Document Security watermark options

Word, Excel, and PowerPoint support

Policy name

Supported.

Watermark name

Supported.

Use as background

The display behavior of a dynamic watermark is the same regardless of whether you select Use As Background.

For Word 2010 and 2013 dynamic watermark appears only in Print Layout and Print Preview view.

For Excel 2010 and 2013 also , it appears in the Print Preview and Page Layout views.

Vertical position

Supported

Horizontal position

Supported

For Excel 2010 and 2013, the horizontal positioning of watermarks using points does not work.

Scale

Supported

Position

Supported

Opacity

Supported

Opening the Document Security web pages

You can open the Document Security web pages to create and update your user policies and to view status and audit information about your policy-protected files. You can also use the Document Security web pages to change policies or revoke access for a policy-protected file.

To open the Document Security web pages, in Document Security Extension for Microsoft Office 2010 and 2013, on the Document Security tab, select Create and Manage Policies. If you have not yet provided login information, the browser opens to the server login page.

Changing policies

If you have permissions, usually as a Document Security administrator or the file publisher, you can later apply a different policy to a file or change the settings of the currently applied policy.

To change the settings for a policy, use the Document Security web pages.

  1. Do the following:

    • In Document Security Extension for Microsoft Office 2010 or 2013, on the Document Security tab, select Secure > Change Security.

  2. Select a policy from the list and click Apply.

Revoking file access privileges

You can revoke the ability to open files that you protected. When you revoke access privileges for a file, you can also specify the message that appears to anyone who tries to open the file, and the URL to an updated version of the file if you are replacing it with a revised copy.

  1. Do the following:

    • In Document Security Extension for Microsoft Office 2010 and 2013, on the Document Security tab, select Revoke.

    The Document Security web pages open to the Revoke Documents page.

  2. Specify a message to display and, if available, a URL for the updated version, and click OK.

For more information about revoking file access privileges, see Document Security End User Help.

Access privileges can be reinstated through the Document Security web pages.

Viewing the file audit history

Document Security can save audit history for policy-protected files so that you can audit the actions that users perform on your files.

Audited events for Word, Excel, and PowerPoint files include these:

Secure a New Document

Policy applied to a file

View Document

File opened

Close Document

File closed

Revoke Document

Access privileges removed for file

Unrevoke Document

Access privileges returned to file

Modify Document

File changed and saved locally

Print High Resolution

File printed

Change Security Handler

Policy protection removed from file

Switch Policy on Document

New policy applied to file from the Document Security web pages

View the audit history for a file

In Document Security Extension for Microsoft Office 2010 and 2013, on the Document Security tab, select Audit History.

The Document Security web pages open to the Events page, which displays audited events for the current file.

Microsoft Office restricted features

To protect your intellectual property, some Microsoft Office features are unavailable when a policy-protected file is open. The list of unavailable features depends on the permissions that are granted to the current user. Some features are unavailable only for a protected file, and others are unavailable for all files when you are in a protected session. Generally, you are in a protected session from the time you open a policy-protected file until you close the application or the session expires.

Most policies grant full permissions to the file publisher. Other users may notice additional feature restrictions.

If a command is unavailable, the command name in the menu and the related toolbar button are grayed out.

Note:

Applying a policy to a file that contains a link to an embedded file does not apply the policy to the linked file. Document Security for Microsoft Office does not extend protection to linked files.

  • Policy-protected Word, Excel, and PowerPoint files are blocked from opening within an Internet Explorer browser window.

  • Users who were granted only the Change permission cannot copy content to a file from another application by using the Windows Clipboard. Users can copy content to files by enabling the Microsoft Office Clipboard option.

  • Opening a policy-protected file in Microsoft Office makes the Print Screen key unavailable until you close the application or the session expires.

  • Document Security for Microsoft Office does not support Web-based Distributed Authoring and Versioning (WebDAV). In most cases, you cannot open a policy-protected file from a WebDAV folder. If you can open a policy-protected file, you have no permissions to save, print, change, or copy from the file.

General security that apply to policy-protected files include the following restrictions:

Many common features may be restricted in Word, Excel, and PowerPoint during a protected session.

If a policy-protected file that does not allow the user to make changes is open, commands that change the file in any way are unavailable. Only the commands that open or create new documents and change the application preferences are available.

Word 2010 and Word 2013 restrictions

Opening a policy-protected file in Word makes the saving of automatic file-recovery information unavailable until you close and restart Word. In addition, the features listed below are restricted in the described situations:

File > New > New From Existing

Available but files created using this command while any policy-protected file is open cannot be saved. Content in the new file cannot be copied to another file.

File > Save

Restricted by the Change permission.

File > Save As

All options restricted by the Change permission.

File > Print

All options restricted by the Printing permission. Unavailable unless the policy allows High Resolution printing.

File > Save & Send

All options unavailable during a protected session.

File > Info > Protect Document > Encrypt with Password, Add Digital Signature, Mark as Final, Restrict Permission by People

Unavailable during a protected session.

File > Workflows

Unavailable during a protected session.

note: The ability to start a workflow from the 2010 Microsoft Office system versions of Word, Excel, and PowerPoint is available only in the Office Professional Plus 2010, Office Enterprise 2010, and Office Ultimate 2010 suites, as well as in the stand-alone 2010 Office release versions of these programs.

Blog Post > Publish

Unavailable during a protected session.

File > Server > File Server Tasks Menu

Unavailable during a protected session.

Home > Clipboard > Copy

Restricted by the Copy permission. If copying is not allowed, copied content cannot be pasted into any other file or to the Office Clipboard. Content can be copied within the protected file if the user has the change permission.

Home > Clipboard > Paste

Restricted by the Change permission.

Home > Clipboard > Paste Special

Restricted by the Change permission.

Insert > Text > Object

Unavailable during a protected session. Policy-protected files cannot be inserted at any time.

Mailings

Most options on this tab are unavailable during a protected session.

Review > Proofing > Research

Restricted by the Copy permission. Unavailable if copying is not allowed.

Review > Proofing > Thesaurus

Restricted by the Copy permission. Unavailable if copying is not allowed.

Review > Language > Translate > Translate Document

Enabled with the Copy permission.

Review > Language > Translate > Translate Selected Text

Enabled with the Copy permission.

Review > Language > Translate > Mini Translator

Enabled with the Copy permission.

Review > Compare > Compare

Unavailable during a protected session. Policy-protected files cannot be compared at any time.

Review > Protect > Block Authors

Unavailable during a protected session.

Review > Protect > Restrict Editing

Unavailable during a protected session.

View > Macros

Some macros are restricted by the Copy permission and are unavailable unless copying is allowed.

Add-ins

Cannot be added or removed during a protected session.

Online Collaboration

Unavailable during a protected session.

Master and subdocuments

Subdocuments are governed by the master documents policy when opened within the master document. If opened separately, sub documents cannot be printed, copied from, or modified.

Resummarize

Unavailable during a protected session.

Frames (and all related commands)

Unavailable during a protected session.

Document Panel

Unavailable during a protected session.

Developer > Document Template

Unavailable during a protected session. To can access this command, select File > Options > Customize > Developer Tab > Templates > Document Template.

Outlining > Master Document > Create Subdocument, Insert Subdocument

Unavailable during a protected session.

Excel 2010 and Excel 2013 restrictions

The features listed below are restricted in the described situations:

File > New > New From Existing

Available, but files created using this command during a protected session cannot be saved. Content in the new file cannot be copied to another file.

File > Save, Save As

Restricted by the Change permission.

File > Save As > PDF

Unavailable during a protected session.

File > Print

Restricted by the Printing permission. Unavailable unless the policy allows High Resolution printing.

File > Info > Protect Document

Unavailable during a protected session.

File > Info > Protect Workbook

Unavailable during a protected session.

File > Save & Send

Unavailable during a protected session.

File > Options > Add-ins

Cannot be added or removed during a protected session.

File > Workflows

Unavailable during a protected session.

note: The ability to start a workflow from the 2010 Microsoft Office system versions of Word, Excel, and PowerPoint is available only in the Office Professional Plus 2010, Office Enterprise 2010, and Office Ultimate 2010 suites, as well as in the stand-alone 2010 Office release versions of these programs.

File > Server > File Server Tasks Menu

Unavailable during a protected session.

Home > Clipboard > Copy

Restricted by the Copy permission. If copying is not allowed, copied content cannot be pasted into any other file or to the Microsoft Office Clipboard. Content can be copied within the protected file if the user has the change permission.

Home > Clipboard > Paste

Restricted by the Change permission.

Home > Clipboard > Paste Special

Restricted by the Change permission.

Home > Cells > Format > Move or Copy Sheet

Unavailable during a protected session.

Home > Cells > Insert > Insert Sheet

Unavailable during a protected session.

Home > Cells > Delete > Delete Sheet

Unavailable during a protected session.

Home > Editing > Fill > Across Worksheet

Restricted by the Change permission.

Insert > Tables > Table

Restricted by the Change permission.

Insert > Tables > PivotTable

Policy-protected files cannot be selected in the Creation Wizard.

Insert > Text > Object

Unavailable during a protected session. Policy-protected files cannot be inserted at any time.

Insert > Text > Header and Footer

Restricted by the Change permission. Unavailable for a policy-protected document.

Data > Get External Data

Data from policy-protected files cannot be imported.

Data >Outline > Subtotals

Restricted by the Change permission.

Data > Data Tools > Data Validation

Restricted by the Change permission.

Review > Proofing > Research

Restricted by the Copy permission.

Review > Proofing > Thesaurus

Restricted by the Copy permission.

Review > Language > Translate

Restricted by the Copy permission.

Review > Changes > Protect Sheet

Unavailable during a protected session.

Review > Changes > Protect Workbook

Unavailable during a protected session.

Review > Changes > Share Workbook

Unavailable during a protected session.

Review > Changes > Protect and Share Workbook

Unavailable during a protected session.

Review > Changes > Allow Users to Edit Ranges

Unavailable during a protected session.

Review > Changes > Track Changes > Highlight Changes

Unavailable for a policy-protected file that contains a dynamic watermark.

View > Macros

Restricted by the Change permission.

View > Save Workspace

Command does not work.

Developer > XML > Expansion Packs

Some macros are restricted by the Copy permission and are unavailable unless copying is allowed.

Formulas > Formula Auditing > Error Checking

Restricted by the Change permission. Unavailable unless changing is allowed.

Online Collaboration

Unavailable during a protected session.

Save Auto Recover Info

Unavailable during a protected session.

Note: If you attempt to change a cell in a policy-protected file for which you do not have permissions to make changes, Excel displays an incorrect warning message indicating that you must remove protection from the file by using the Unprotect Sheet command. Using the Unprotect Sheet command does not remove policy protection from the file.

PowerPoint 2010 and PowerPoint 2013 restrictions

The features listed below are restricted in the described situations:

File > New > New From Existing

Available, but files created using this command during a protected session cannot be saved. Content in the new file cannot be copied to another file.

File > Save

Restricted by the Change permission.

File > Save As

All options restricted by the Change permission.

File > Print

All options restricted by the Printing permission. Unavailable unless the policy allows High Resolution printing.

File > Save & Send

Unavailable during a protected session.

File > Info > Protect Presentation > Encrypt with Password, Add a Digital Signature, Mark as Final, Restrict Permission by People

Unavailable during a protected session.

File > PowerPoint Options > Save Auto Recover Info

Unavailable during a protected session.

File > Server > File Server Tasks Menu

Unavailable during a protected session.

Home > Clipboard > Copy

Restricted by the Copy permission. If copying is not permitted, copied content cannot be pasted within the document, into any other file, or to the Office Clipboard. Content can be copied within the protected file if the user has the change permission.

Home > Clipboard > Paste

Restricted by the Change permission. If copying is not permitted, copied content cannot be pasted within the document.

Home > Clipboard > Paste Special

Restricted by the Change permission.

Home > Slides > New Slides > Slides from Outline, Reuse Slides

Unavailable during a protected session.

Insert > Text > Object

Unavailable during a protected session. Policy-protected files cannot be inserted at any time.

Design > Background > Background Styles, Hide Background Graphics, Format Background

Unavailable for a policy-protected file that contains a dynamic watermark.

Slide Show > Set Up > Record Slide Show

Restricted by change permission .

Review > Proofing > Thesaurus

Restricted by the Copy permission.

Review > Language > Translate

Restricted by the Copy permission.

Review > Language > Translate > Mini Translator

Enabled with the Copy permission.

View > Presentation Views > Slide Show

Restricted by the Change permission. If changes are not permitted, slide shows cannot be viewed if the file was modified.

View > Macros

Some macros are restricted by the Copy permission and are unavailable unless copying is allowed.

Add-ins

Cannot be added or removed during a protected session.

Online Collaboration

Unavailable during a protected session.

Glossary

For information about LiveCycle and AEM forms on JEE terminology, see Glossary.

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