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. From the Tools menu, click Advanced Tools > Security Policies.
  2. Click 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, see Use a security policy.