How to Use

This section includes 3 how-to topics: open Certificate Management, add a certificate, and delete a certificate; all 3 items are membership-related.

How-to Index

How-to Guide

1. Open Certificate Management

Entry: Protect → Certificate Management

1. Open the PDF file you want to work with.
2. Click the Protect tab on the top menu bar.
3. Click Certificate Management on the toolbar.
4. Review the certificate list in the dialog box.
5. Check the signature certificates, encryption certificates, and trusted certificates as needed.

Success Criteria

• Interface result: The Certificate Management dialog opens and shows the certificate list.
• Next action available: You can continue to add, delete, or review certificates.

Tips While Using

• Membership: This feature is used in PDF editing workflows that require membership.
• Common mistake: If no PDF file is open first, you may not reach the related certificate management workflow.

2. Add a Certificate

Entry: Protect → Certificate Management → Add

1. Open the Certificate Management window.
2. Click Add.
3. Browse for the certificate file.
4. Select a certificate in .pfx, .p12, or .cer format.
5. Enter the certificate password if prompted.
6. Confirm the import and check that the new certificate appears in the list.

Success Criteria

• Interface result: The imported certificate appears in the certificate list.
• Next action available: You can continue to use the certificate in later signing or encryption tasks.

Tips While Using

• Membership: This action requires membership.
• Common mistake: Import fails if the certificate file format is not supported.
• Security tip: Keep certificate files and passwords in a secure location.

3. Delete a Certificate

Entry: Protect → Certificate Management → Select certificate → Delete

1. Open the Certificate Management window.
2. Select the certificate you want to remove from the list.
3. Click Delete.
4. Confirm the deletion when prompted.
5. Return to the list and verify that the certificate has been removed.

Success Criteria

• Interface result: The deleted certificate no longer appears in the list.
• Next action available: You can continue organizing other certificates or import a replacement certificate.

Tips While Using

• Membership: This action requires membership.
• Common mistake: Make sure the certificate is no longer needed for signing or encryption before deleting it.
• Security tip: Back up the certificate file first if you may need it again later.