Security Policy Wizard

The Security Policy Wizard walks you through the steps to create a security policy that can be applied to documents.

To start the Security Policy Wizard

Select the method for your application from the table below.

Workplace Workplace XT
  1. Click Author to access the Author page.
  2. Click Advanced Tools to open the Advanced Tools view of the Author page.
  3. Select one of the following options:
    • To add a new security policy, click Add New Security Policy.
    • To modify an existing security policy, click Modify Existing just below the wizard name.
    • To delete an existing security policy, click Delete just below the wizard name.
  1. From the Tools menu, highlight Advanced Tools, and then select Security Policies.
  2. Click one of the following options:
    • To create a new policy, click Add.
    • To modify an existing policy, click Modify.
    • To delete an existing policy, click Delete.

The Security Policy Wizard requires these steps:

  1. Set the security policy class and properties.
  2. Define the template for each document state.
  3. Set the security for the security policy definition.

For more information on working with security policies in Workplace, see Using a Security Policy.