To create a custom template, please see the following steps:
1. Choose Protect > Settings > Custom Templates.
2. Click Create to open the Create Custom Rights Policy Template dialog box.
3. (Optional) If you want to edit the existed template, please click Edit.
4. Click Add to choose the language and edit template name and description. Click OK. The template name and description will be shown in the Template Identification list.
5. Click Next to add user rights. Click Add in Users and Rights.
6. In the pop-up Add User or Group dialog box, choose The e-mail addresses of users or groups, click Browse to simply add a user who you would like to assign the rights. Selecting Anyone allows every user to work with the encrypted PDF files. You can type multiple e-mail addresses as well.
7. Check PDF permissions for the specified users. You can set the permissions for all of the users or set different permissions for different users.
8. User can request additional permissions from: if users want to apply for any permission, the application will launch the email client and list the email addresses you typed into the text in the Recipient's Address automatically. You can type a URL as well.
9. Click Next to specify the expiration policy.
Content expiration
Never expires: the PDF content can be viewed indefinitely.
Expires on the following date: the PDF content will expire on a given date.
Expires after the following duration (days): the PDF content will expire after the desired days selected.
Use license expiration
Requires users to re-verify permissions with the server after the following duration (days): users need to apply for a new license to open the encrypted PDFs several days (the number you type into) later.
10. Click Next to specify security watermark and the extended policy. Please refer to Security Watermark and Extended Policy. Then click Finish to complete creating the template.
11. Click OK in the Manage Custom Rights Policy Templates dialog box. The template will be added to the template list under Protect > Restrict Access.