If your Document Security server employs certificate-based authentication, you will need to install the certificate that you received in your local machine. You can open files that are protected by any instance of Document Security as long as you have authorization to open the file. If you protect files using more than one instance of Document Security, you must change the default server setting when you switch between servers. When you apply a policy to a new file or open the Document Security web pages, Document Security Extension for Microsoft Office connects to the default server.
You must set the server that you want to use to protect files or manage your protected files as the default server. You can obtain server information from the Document Security administrator. You can add connection settings for one or more instances of Document Security. Depending on how Document Security Extension for Microsoft Office was installed, you may already have default connection settings.
If you intend to apply policies to files, you must configure the connection settings for Document Security. Open the Document Security web pages to view the file’s audit history.Open the Document Security web pages to revoke access to files or change the policy for the file.Change the policy that is applied to a file.Open the Document Security web pages to create and manage user policies.Configure your connection to Document Security.Using Document Security Extension for Microsoft Office, you can perform these tasks: You can control how recipients use your policy-protected files, no matter how widely you distribute them. Using AEM Document Security Extension for Microsoft Office Protect files using AEM Document Security Extension
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