Set Security Policies

By Cynthia, 7 December, 2025

If you often apply the same security settings to multiple PDFs, you can save your settings as a policy that you can apply to other PDFs. Security policies include the security method, encryption password, permission settings, etc.

Create a security policy

  1. Choose Protect > Secure Document > Security Policies.
  2. Click New.
  3. Choose security method from menu and specify the policy name and description.
  4. Click Edit Details to set restriction settings or passwords.
  5. Review the policy details, and then click Close.

Secure PDFs using policies

You can apply any security policy to a PDF file. To secure a PDF with a security policy that you specified, do the following:

  1. Open a PDF document.
  2. Choose Protect > Secure Document >Security Policies.
  3. In the Manage Security Policies dialog box, select a policy which you want to apply to the PDF file.
  4. Click Apply to this Document.
  5. Save the document to apply the security policy.

Manage security policies

After you create security policies, you can manage them by copying, editing, and deleting. 

  1. Choose Protect > Secure Document > Security Policies.
  2. In the Manage Security Policies dialog box, select a policy from left panel and do one or more of the following:
    • Click New to create a new policy.
    • Click Copy to copy a policy. This option is useful when you create a new policy that’s based on the settings of the selected policy.
    • Click Edit Details to edit a policy.
    • Click Delete to delete a policy.
    • Click Close.
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