Product: Intralinks Designer
Applies to: Managers and publishers
The permissions that you assign to documents determine who is allowed to access those documents on your exchange. Document protections provide additional security for PDF and Microsoft Office documents, allowing you to limit the actions that users can take with the documents that they have permission to access.
Although different tools are used to protect PDF and Microsoft Office documents, the process for protecting these documents is the same.
In order for you to apply protection to documents, the exchange option enable PDF and Microsoft Office protection must be selected on the settings screen for your exchange.
For each document, select one of the following protection options:
- Do not protect – Choose this option if selected users are allowed to print the document and to view downloaded copies of the document without entering their Intralinks credentials.
- Protect – Choose this option to limit users’ ability to share the document with others.
The way protection is provided depends upon the type of document being viewed, as well as the type of browser used to access the exchange.
For PDFs accessed using Internet Explorer — Documents must be viewed on the exchange. They cannot be downloaded.
For PDFs accessed using Firefox — If the user’s browser settings include a default location for downloaded files, the user can download documents, but the user who downloaded it will be required to enter his or her email address and password to open the document. If no default location is specified, the user must view PDFs on the exchange.
For Microsoft Office documents accessed using any browser — An opened document may be downloaded, but the user who downloaded it will be required to enter his or her email address and password to open the document.
- Protect and prevent print – Choose this option if the selected users are not allowed to print the document or open a downloaded copy of the document without first entering their credentials.
Note that if you select Protect, viewers will be able to print the document and share the printed copy with others. If the document is particularly sensitive, consider the Protect and prevent print option, which provides a higher level of security.