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

  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:

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.