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
- Click Author to access the Author page.
- Click Advanced Tools to open the Advanced Tools view of the Author page.
- 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.
The Security Policy wizard requires these steps:
- Set the security policy class and properties.
- Define the template for each document state.
- Set the security for the security policy definition.
For more information on working with security policies in Workplace, see Using a security policy.
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