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CRL General User Guide (GUG)

1. CRL IT Helpdesk Contact Information

1.1. CRL IT TEAM Contact Information

Welcome to CRL.
 
This is a quick reference for common IT questions. If you require further assistance, please don’t hesitate to use the Submit a Request link at crl.helpspot.com Requests will be answered promptly and ensure that you have the support of our entire team.
 
Warm regards.
 
CRL IT TEAM

2. CRL Account Management

2.1. CRL Account - First Time User Log In

Before you start, please have your cellphone available and a QR code reader app (if necessary).

To log into your CRL 0365 account follow these steps:

- Open the Microsoft EDGE web browser:

and navigate to: https://www.office.com/

- Click "Sign in":

- Enter your CRL email address and click "Next":

- Enter your password (Contact the IT department or your team lead for your initial login password)

     Enter Password Again ...       

Token Users: 

If you are using ONLY a THALES token

Click "Enter a Passcode" then simply enter the code displayed on the token and click "Log In"

       

Your TOKEN is now verified.

 

TOKEN verification is complete, however, if wish to add your mobile device click "Add another Device" and continue with the steps below.

If using a Mobile Device:

- Start the 2FA (DUO) setup

- Select "Mobile Phone" as your preferred contact method and click continue:

- Enter your phone number in the space, check the box, and click "Continue"

Choose your phone type :

Install the "DUO" App from App Store or Play Store

Open Duo App >> Choose "Add" >> Use QR Code

Use phone camera to scan the QR code 

Green Check Mark indicates Scan was successful

Additional Settings: - Keep "Ask me to choose an authentication method" option 

Click "Continue"

Successful enrollment:

TEST: 

1) Click "Send Me a Push" (see above)

2) The "Request ID" is sent to your phone to verify the Push notification (eg. 9ZQV)

This is a screenshot of a Push notification on an iPhone (note Request ID matches)

Click "Approve" to continue.

- For more information on setting up DUO on your Android device:

https://guide.duo.com/android

- For more information on setting up DUO on your iOS:

https://guide.duo.com/iphone

View and Accept The CRL Technologies Terms of Use

- You may see the following warning:

Follow the  Keep Account Secure prompts to up your Authentication Phone and email:

Authentication Phone = Enter the number you wish to use for authentication purposes. Once you enter a number, choose one of the options "Text Me" or "Call Me" 

NOTE - Do NOT choose the "Text Me" option if you've entered a phone number that cannot receive texts (landline). 

 

 

 Authentication Email = Enter a non-CRL email address that you have real-time access to. You'll be emailed a link to click to complete this process. Use a PERSONAL email address that you have access to. DO NOT USE A CRL EMAIL ADDRESS. (In the event that you are locked out, you won't be able to get to the CRL email to verify your request.) 

Click NEXT ... 

- Click next to acknowledge and sign into your account again:

 

- Complete the 2FA process by selecting "Send me a Push" and accepting on your mobile device or if you are using a token select "Enter a Passcode":

- You can click "Yes" on the next prompt asking if you'd like to stay signed in:

- You'll be prompted to sign in one last time. Once you sign in you'll see the 0365 home page:

The office applications are on the left side of the page. You can open Outlook, Word, Excel, PowerPoint, etc. from here. 

For a quick start guide on using CRL H, please download the document found here: 

CRL-H Quick Start Quide (helpspot.com)

 

2.2. CRL Password Policy

Password Protection Policy

a.     Written Passwords ' passwords must not be written or stored around the computer or work area and should be stored in a secure location, such as a locked drawer or a safe 

b.     Electronically Stored Passwords ' passwords must not be stored in plain text, in unencrypted files on personal computers or shared drives

c.     Password and Account Sharing

 Password and account sharing are strictly prohibited

 Users are held responsible for actions resulting from a password shared intentionally

 Options for users needing to share computer-resident data include email, public directories on local area network servers and online file sharing (e.g., Box)

 Support technicians may require a user's password to troubleshoot a problem with a workstation or application

 Users must confirm the identity of the technician prior to providing him or her a password

 Upon resolution of the problem, users must reset their password

d.     Password Compromise

Promptly change any password whose security status has come under question (known or suspected)

How to Create a Strong Password 
 
To protect your account from cyberattacks, create a strong password that’s hard to guess.

How? Start by making your password long — aim for at least 12 characters.

Of course, a long password can be hard to remember. You may find it easier to use a passphrase — a series of words separated by spaces. But make sure that your passphrase consists of random words. Avoid using common phrases, song lyrics, or movie quotes that are easy for a hacking program to guess.

IMPORTANT NOTE: CRL Technologies Inc. does not allow the transmission of passwords across unencrypted networks.
Please contact the CRL IT Helpdesk for assistance.

Follow this guide to change your CRL-H password:

Go to: https://office.com

Click the "Sign In" link and login using your email address ( LastFM@crltechnologies.com)

In the upper right corner of your O365 instance, click on your initials (or avatar) to open this menu then click "My Account":

In the next menu, select "Password": 

You can change your password here.

Passwords must follow the following complexity requirements:
  • Minimum of 7 characters
  • Must contain 3 out of 4:
  1. An Uppercase Letter
  2. A Lowercase Letter
  3. At least one Number (0-9)
  4. A Special Character (e.g. $,!,#,%)
** If you forget your password and need a reset, please contact the IT helpdesk.**
 
When changing your password:
 
1) Your password cannot be one of the last 24 passwords (Password History)
2) You can only change your password once per day (Minimum password age)

2.3. How To: Sync your CRL Account on a CRL PC - Compliant Device Resolution

If you're experiencing slow or unusual behavior while using a work application or you get a notification that your PC is out of compliance, try syncing your device to see if an update or requirement is missing. Sync CRL-issued PCs running Windows 10 or later from the system Settings app.

Follow these steps:

- On your device, select Start > Settings.

- Select Accounts.

- Select Access work or school:

Screenshot showing Access work or school option.

- Select your work account, marked with a briefcase icon or Microsoft logo.

Choose your account name next to the briefcase or Microsoft logo.

 

- Select Info:

- Select Sync:         

Note: In some cases, the sync may take up to 15 minutes. Please be patient and allow the sync to complete. 

Once the sync is complete, please reboot your PC.

2.4. How To: Sync your CRL Account on a BYOD Device - Compliant Device Resolution

If you're experiencing slow or unusual behavior while using a work application or you get a notification that your device is out of compliance, try syncing your device to see if an update or requirement is missing. Sync BYO devices running iOS or Android using the Company Portal app.

Follow these steps:

iOS Devices:

    • To verify that the profile was installed, go to your VPN and device management settings. You should see the profile listed under Mobile Device Management.
    • Return to the Company Portal app.
    • The app will begin to sync and set up your device.
    • If prompted, tap Continue to update additional device settings.

Android Devices:

  • Sign in to the Company Portal app for Android.
  • Go to Settings.
  • Scroll down to Management Policy and tap Sync.
  • Wait while the Company Portal syncs your device. The screen will display the timestamp of the last successful sync.

3. CRL Account Quick Start Guide & Training

3.1. CRL Account Quick Start Quide

Please see the attached CRL-H Startup Guide

3.2. CRL Microsoft 365 How To Guides

Microsoft Provides a vast number of training resources, below are some links.

Microsoft 365 training (all apps) -- MS 365 Training

Direct links:

OneDrive

Teams

SharePoint

Office on the Web (recommended)

NOTES: 

1) CRL Accounts are "work/school" accounts and not Personal accounts, this is important when signing on.
2) CRL is in the Government Community Cloud High (GCCH) and is more secure/restrictive than commercial/personal 365 accounts this means some features or processes may not be available to you.

4. CRL Email Accounts - Microsoft Outlook 365

4.1. Email Access Overview

Your CRL email (Outlook 365) may be accessed in several ways:
 
• The Microsoft Outlook 365 App installed on your CRL-issued asset
   - If you are issued a CRL PC, this is configured once you open Outlook on your CRL PC and are connected to the CRL domain. 
 
• The Microsoft Outlook 365 Web App via any web browser
   - This may be accessed from any device with a web browser. You'll use your CRL-H log-in credentials to access the Outlook Web App. 
 

- Open the Microsoft EDGE web browser:

and navigate to: https://www.office.com/

 
• The Microsoft Outlook App for mobile devices
   - This app is located on the iOS and Google Play stores and can be downloaded to your mobile device. 
 
CRL-H - Accessing Company Resources on an iOS Device (helpspot.com)
 
CRL-H - Accessing Company Resources on an Android Device (helpspot.com)

4.2. CRL Account - Accessing Company Resources on an iOS Device

Prerequisites:

Complete the first-time user login process found here:

https://crl.helpspot.com/index.php?pg=kb.page&id=103

iOS Enrollment Process:

To set up your mobile iOS device to access company resources including email, please follow the steps here:

https://docs.microsoft.com/en-us/mem/intune/user-help/enroll-your-device-in-intune-ios 

or watch the video here:

https://www.youtube.com/watch?v=mJyv6YcHi7c

If you already have the "Company Portal" app installed, you can check for updates by following the instructions here:

How to update the Company Portal app | Microsoft Learn

Contact the CRL IT Team if you have any installation issues.

 

4.3. CRL Account - Accessing Company Resources on an Android Device

Prerequisites:

If you haven't already, complete the first-time user login process found here:

https://crl.helpspot.com/index.php?pg=kb.page&id=103

Android Enrollment Process:

To set up your mobile Android device to access company resources including email, please follow the steps here:

Enroll device and create Android work profile - Microsoft Intune | Microsoft Learn

or watch the video here:

https://www.youtube.com/watch?v=k0Q_sGLSx6o

If you already have the "Company Portal" app installed, you can check for updates by following the instructions here:

How to update the Company Portal app | Microsoft Learn

Contact the CRL IT Team if you have any installation issues.

5. CRL Account OneDrive

5.1. OneDrive

Your personal files and storage will be in Microsoft OneDrive. 

OneDrive for CRL Technologies users is a secure online storage space in the cloud provided for individually licensed users at CRL. OneDrive lets you share files, collaborate on documents, and sync files to your CRL computer.

Most of your files will automatically sync with OneDrive, including files located on your desktop.

Additionally, this will be the default storage spot for your Microsoft applications:

Outlook

Powerpoint

Excel

Project 

Visio 

To open OneDrive: 

- You can get to OneDrive by clicking on the file explorer icon on your desktop:

or by typing "OneDrive" in the search bar:

 

- Once open, you can navigate to OneDrive in the left pane:

- Once open, you can navigate to OneDrive in the left pane:

Using OneDrive:

Use OneDrive like you would any other folder:

Notes:

.zip Files

- The OneDrive web interface does not support unzipping .zip files. However, you can use the OneDrive Desktop application to sync with your computer and be able to open .zip files.

- If you have already synced your OneDrive Desktop application with your computer, you can extract the files by right-clicking on the zipped file in the OneDrive folder on your computer, selecting “Extract All”, and then it will be unzipped.

 

 

5.2. CRL OneDrive Sync Instructions

Open the local OneDrive application using the icon in the taskbar:  

☐ Make sure that the OneDrive is connected to the CRL Technologies Inc tenant and click the “Settings” gear icon:  

Ensure that the following settings are activated: 

  • Start OneDrive when I sign in to Windows – ON 
  • Pause syncing when this device is in battery saver mode – OFF 
  • Pause syncing when this device is on a metered network - OFF  

 

Click “Advanced settings”  

Ensure that the following settings are activated: 

  • File collaboration – ON 
    • Click the drop-down arrow and configure “Ask before keeping both copies of a file that has a conflict” - ON 
  • Files On-Demand – OFF 
  • Limit download rate – OFF 
  • Limit upload rate - OFF  

 

Click the “Manage backup” button at the top of the Sync and backup window: 

 

Select the following folders to backup: 

  • Desktop 
  • Documents 
  • Pictures 

Click “Start Backup” : 

 

 The selected folders are now being backed up. Please let the CRL IT Team know if you encounter any issues. 

6. CRL Phones

6.1. ZAC Communicator User Manual (Version: July 2020) & Video Walk-Through

ZAC Video Walk-Through:

https://www.youtube.com/watch?v=WfPdZuDR968

6.2. CRL Conference Calls Setup through ZAC

CRL Conference Call Using ZAC

If you don’t have ZAC installed on your PC, please request the application installed by contacting the IT Team through HelpSpot:https://crl.helpspot.com/

 

To make a conference call, open the ZAC app on your CRL PC:

Use your CRL login credentials to log into ZAC:

NOTE: Username MUST be all lowercase.

Note: Ensure “Use Windows Credentials” is unchecked (Slider to the left)

**Note**  If you are the HOST and may need to leave the conference before it is over, please uncheck the "End call on host leave" option shown above.  This is option is most used by Schedulers that Start meetings and then leave to perform other duties, or start additional meetings.

To create a conference:

  1. Click the Conference icon.
  2. Click Schedule.
  3. Enter the conference name, frequency (type), date, time, duration*. 
    • Leave Web Collaboration at NONE 
    • *Duration is for scheduling purposes only, the call will NOT end after the number of minutes selected.
  4. Set the "End call on host leave" option as appropriate 
  5. Click Save and Invite. An e-mail template (aka. Meeting Maker) with the conference information will be presented. Enter the desired recipients and send the e-mail.
  6. OR click Save to create the conference without sending invites.

Example of Outlook calendar invite:

To start the conference:

  1. Click the desired conference.
  2. Click the start icon  
  3. The audio will be connected.
  4. NOTE: Music will play if only one participant is in the meeting.

You can mute or disconnect participants as the conference owner once the conference is started.

Click the icon to display the Participants menu.

Click Participants:

Once a conference is created, you are able to start, edit, invite users, or delete the conference.

NAVAIR Support:

In order to set up a reoccurring conference, ELIGIBLE users need to contact the NAVAIR National Help Desk. The help desk schedules the conference, after the conference is set up they receive the meeting maker including a dial-in number and conference ID number.

 

NAVAIR National Help Desk Contact Info

 

Phone: 301-342-3104  or  1-888-292-5919

E-mail: nav_helpdesk.fct@navy.mil

6.3. iPhone Configuration

** This replaces the Zulty's Mobile Communicator **
If you have the 'green one' installed, uninstall it, and download/install the MX Mobile. 

Your settings will transfer to the new app, no need to re-configure it.

Please see the attached guide for iPhone configuration - MX Mobile 

***NOTE: Please enter your username in all lowercase letters***

The FQDN for CRL Zultys set up is:

mxe.crltechnologies.com

6.4. Android Configuration

Please see the attached guide for Android configuration. 

***NOTE: Please enter your username in all lowercase letters***

The FQDN for CRL Zultys set up is:

mxe.crltechnologies.com

7. Printer & Bluetooth Device Setup

7.1. Printer Setup

Home & Office Printer Setup:

Printers at the CRL office should be mapped by default. If you'd like to add a printer or are setting up a home printer, follow the steps below:

Step 1: At home: Connect the printer to your computer using the USB cable and turn it on. If at the CRL office, skip to Step 2. 

Step 2: Open the Settings app from the Start menu:

Step 3: Click Devices

Step 4: Click Add a printer or scanner:

Step 5: If Windows detects your printer, click on the name of the printer and follow the on-screen instructions to finish the installation. And you're done.


If Windows doesn't find your connected printer, click on the "The printer that I want isn't listed" link.


Then let the Windows troubleshooting guide help you find your printer. It will search for available printers and help you download the drivers for them.

If that doesn't work, you can use the printer's IP address (if you know it):

Enter the printer you want to add information here:

The wizard will show .. “Connecting to Printer” ….

Select the driver that matches your printer or choose "Generic".

**If you are having trouble, make a note of your device's make and model and the IT Team may be able to download the drivers and installation tools for your printer, then assist with installation. This will require approval from the IT Manager and may require some additional steps**

Wireless Printer Setup:

The steps to install a wireless printer may vary by manufacturer. In general, however, modern printers today will detect your network and automate the installation.


Step 1: Use the printer's LCD panel to enter the wireless setup.

Step 2: Select your Wi-Fi network. You'll need to know your home network's SSID, which you can find by hovering your mouse over the Wi-Fi icon in the taskbar.

Step 3: Enter your network password.


In some cases, you might need to temporarily connect your printer to your computer via USB to install the software. But otherwise, that's it. You should find your printer automatically added in the Printers & scanners section under Settings > Devices.

7.2. Bluetooth Device Setup

To pair a Bluetooth device to your PC, type the word "Bluetooth" in the search bar on the lower-left section of your desktop and press enter:

Click the "Add Bluetooth or other device" and follow the manufacturer's instructions for pairing your device. 

 

8. Web Browser Tips and Troubleshooting

8.1. Saving your Edge Bookmarks (Favorites)

***CRL-H Migration Prep***

Be sure to save this file to your desktop and name it something you can recognize. 

Export Edge favorites to HTML file

To export Microsoft Edge favorites to a file, use these steps:

  1. Open Microsoft Edge.
  2. Click the Favorites (star) button.
  3. Click the More options (three-dotted) button and select the Manage favorites option.

 
  1. Click the More options (three-dotted) button from the top-right and select the Export favorites option.

 
Source: Windows Central (Image credit: Source: Windows Central)
  1. Select a folder location.
  2. Specify a descriptive name for the exported file.
  3. Click the Save button.

Once you complete the steps, all your favorites will export to an HTML file that you can save as a backup and import it to the same or different browser.

You can also access the settings to import bookmarks by clicking the Favorites (star) button (Ctrl + Shift + O keyboard shortcut) in the address bar or opening the Settings and more menu, selecting the Favorites option, clicking the Favorites (three-dotted) option, and selecting the Export favorites option.

8.2. Saving your Chrome Bookmarks (Favorites)

***CRL-H Migration Prep***

Be sure to save this file to your desktop and name it something you can recognize. 

Take all your Chrome bookmarks with you by exporting them to an HTML file:

  1. On your computer, open Chrome.
  2. At the top right, click More More.
  3. Select Bookmarks and then Bookmark Manager.
  4. At the top, click More More and then Export Bookmarks.

Chrome exports your bookmarks as an HTML file. 

 

8.3. Clear Cache & Cookies - Microsoft Edge

How to clear the cache and cookies in Microsoft Edge

To clear cache and cookies when using Microsoft Edge, follow the steps detailed below:

  1.  Click on the. menu button situated in the upper right corner.
  2. Click on Settings.
  3. Under Clear browsing data, click on Choose what to clear.
  4. Click on Clear.

 

Delete cookies in Microsoft Edge

Delete all cookies

  1. Open Microsoft Edge and select Settings and more  > Settings  > Privacy, search, and services.

  2. Under Clear browsing data, select Choose what to clear.

  3. Under Time range, choose a time range.

  4. Select Cookies and other site data, and then select Clear now.

Delete cookies from a specific site

  1. Open Microsoft Edge  and select Settings and more  > Settings  > Cookies and site permissions > Cookies and site data.

  2. Select See all cookies and site data.

  3. Search for the site's cookies you want to remove.

Delete cookies every time you close the browser

  1. Open Microsoft Edge and then select Settings and more  > Settings  > Privacy and services.

  2. Under Clear browsing data, select Choose what to clear every time you close the browser.

  3. Turn on the Cookies and other site data toggle.

8.4. How to enable Internet Explorer Mode in Microsoft Edge - Microsoft Edge

To enable Internet Explorer mode in Edge, take the following steps:

- To use Internet Explorer Mode in Edge, launch Edge and click the “Ellipses” button in the top-right corner of the window. In the drop-down menu that appears, select “Settings.”

Click settings in Edge's browser

 

- Next, click “Default Browser” in the left-hand pane.
 

Click Default Browser

 

You’ll now be on the Default Browser Settings screen. In the “Internet Explorer Compatibility” group, set the “Allow sites to be reloaded in Internet Explorer mode” option to “Allow.” You’ll then need to restart your browser by clicking the blue “Restart” button for the changes to take effect.

 

Allow sites to be opened in IE mode

 

Once the browser reloads, navigate to the site you want to view in Internet Explorer Mode. Once on the site, click the “Ellipses” button in the top-right corner of the window, and then select “Reload in Internet Explorer Mode.”

 

Reload the page in IE mode

 

The page will now reload in Internet Explorer Mode. You’ll know you’re using this feature if the Internet Explorer logo appears to the left of the URL in the address bar.

You can also tell Edge to always open this page in Internet Explorer Mode by clicking the browser icon and toggling the slider next to “Open this page in Internet Explorer mode next time” to the On position. If the slider is toggled to the right, it’s enabled. If the slider is toggled to the left, it’s disabled.

 

Always open page in IE mode

 

If you want to open the site in Microsoft Edge again, just click “Open in Microsoft Edge.”

 

Open in Edge option

 

Ref: https://www.pcworld.com/article/632674/how-to-use-internet-explorer-mode-in-microsoft-edge.html

 

9. Adobe Acrobat

9.1. Acrobat DC Portal Request

Quick Start -- Acrobat DC HelpSpot Request

On-Line Portal Request

  • Goto: https://crl.helpspot.com
  • Click on Submit a Request on the top-left
  • Be sure to choose: Acrobat DC
  • Fill out the form as illustrated below and click Submit Request at the bottom
  • Make sure to add your supervisor's email address in the "Also Notify Email" block on this request. 
  • In the "Details" field include your supervisor's name and "please rely/confirm this request."

E-Mail Request

  • Send to: helpdesk@crltechnologies.com
  • Subject: Acrobat DC
  • CC: < your Program Manager >
  • BODY:
    1. Helpdesk,
      1. Requesting installation of Acrobat DC to support the following tasks:
      2. < tasks that require the software >

If you have a preferred time and date, please let us know and we will accommodate it as best we can.

9.2. Acrobat DC First Log in

User Setup:

Adobe Acrobat DC    

This is a Quick Start to get you started using Acrobat DC.

  • Open Adobe Acrobat DC by double-clicking the icon on your desktop   
  • Create an account using your CRL Technologies email address and Continue
  •            
  • Your account/email can be verified in two ways:
    1. An email will be sent to you with a verification link, you can use that link to verify your ACCOUNT, but you will still need to log in with your new Adobe ID to use the software.
    2. You will also receive the below and a Code will also be sent to your email.
    3. Verify your Identity with the code that was emailed to you
  • If successful, Acrobat DC will start and you can begin using the software.
  • IF YOU RECEIVE THE BELOW:
    1. You have successfully created an ACCOUNT but have not been assigned a License.
      1. If you believe have reached this in error, please contact the Helpdesk
        1. The BEST way is to reply to the Software Request ticket you submitted to have Acrobat DC assigned to you

** VERY IMPORTANT **

The CRL-provided license for Acrobat DC is also a CLOUD solution.

This means you have access to the same tools in the cloud (online) as you do on your desktop

** DO NOT PROCESS OR STORE SENSITIVE MATERIALS USING THE ONLINE TOOLS/STORAGE **

This includes, but is not limited to CRL Proprietary information, FOUO, CUI, or other controlled documents.

** Use the Desktop Version **

9.3. Adobe Acrobat Please wait... error

You attempt to open a PDF file and get the following error:

Please wait... If this message is not eventually replaced by the proper contents of the document, your PDF viewer may not be able to display this type of document. 

This error occurs when you try to open some PDF files in a web browser instead of using a dedicated PDF reader (Adobe Acrobat).

Try this to correct the error:

1. Right-click the PDF, choose Open With > Choose default program or another app in.

admin?pg=file&from=0&id=349
2. Choose Adobe Acrobat Reader DC or Adobe Acrobat 2017 in the list of programs, and then select Always use this app to open .pdf files.

admin?pg=file&from=0&id=350

You should now be able to read your PDF in Adobe Acrobat or Reader and avoid this problem in the future. 

9.4. How to Encrypt and Password Protect Adobe PDF files

Using Adobe Acrobat, perform the following steps:

- Select "Tools" (located in the menu bar at the top of the page):

- Select "Protect" in the Tools menu: 

Alternatively, you can select "Protect" from the menu on the right side of the page:

- Select "Protect using Password" (located underneath the tool bar above the document): 

- Fill out the information in the prompt: 

(To encrypt, expand the "Advanced Options" tab and choose the option "Encrypt with Password) 

More information can be found here:

Choosing a security method for PDFs (adobe.com)

 

Acrobat Reader Instructions:

This can be done for free online: Encrypt a PDF with password protection for free | Adobe Acrobat

Note: Your files will be securely handled by Adobe servers and deleted unless you sign in to save them.

9.5. How to send an encrypted email containing an Acrobat PDF file

- Select "Tools" (located in the menu bar at the top of the page):

- Select "Protect" in the Tools menu: 

Alternatively, you can select "Protect" from the menu on the right side of the page:

- Expand the "Advanced Options" drop-down then select "Create Security Envelope " (located underneath the toolbar above the document): 

- Follow the prompts for "Files to Enclose" then hit Next: 

- Choose and Envelope Template then click Next (if you are unsure which to choose, you can just click Next):

- Choose the delivery method (Send the envelope now):

Note: You may see the following pop-up:

Select "Yes" and proceed to the next step

- Select the policy from the list (you may have to click the "Show all policies" check box)

- Select is "Encrypt with Password" and click Next 

- OPTIONAL: Create your own Security Policy by selecting "New Policy": 

Creating a Security Policy:

If you choose to create a security policy, follow these steps:

- Select the type of security (Use passwords):

- In the General Settings tab, choose either "save these settings as a policy" and click Next: 

  - Choose the password and encryption options and click Next:

- Review the Summary and click Finish

- Select the policy from the list (you may have to click the "Show all policies" check box:

 

- Prepare to send the email by clicking "Finish": 

- Select the Password Security settings and click OK:

- Select the "Send email" preference:

WARNING

***DO NOT include the password in the email attached to your security envelope. This defeats the purpose and will compromise the data you are sending.*** 

- Communicate the password for your envelope in a separate email to your recipients or use another means to communicate the password. 

For more information check here:

Choosing a security method for PDFs (adobe.com)