CopySafe PDF User-Guide : Getting Started

Getting Started
  1. Creating a demo account
  2. Installing the CopySafe PDF Reader
  3. Uploading a test document
  4. Download a test document
  5. Opening a test document
Demo Accounts
Author Accounts
Protection Settings

Getting Started

1. Creating a Demo Account

The CopySafe site enables visitors to create a demo account to upload their own documents, explore DRM settings and download protected documents to evaluate the many different ways that a document can be protected. Approval for new demo accounts is automatic, providing the new account is validated. Otherwise, the process is quite simple:
  1. Complete and submit this online registration form.
  2. Check your email for a request to validate your new membership.
  3. Click the link in that email to validate your email address.
  4. Now you can log into the DRM Portal at
Warning: Creating a demo account here can affect your access rights to an existing account, so if you are already subscribed to documents published by authors using this system, do NOT create a demo account and instead, wait to receive your instructions from that author. If you have not received instructions from an author within 24 hours of purchasing an eBook, please contact that author.

2. Installing the CopySafe PDF Reader

To read protected PDF on your desktop and online from web pages, you need to download and install the CopySafe PDF Reader. The first time that you run the Reader and open a protected PDF, you will be prompted for a username and password. Please use the username and password that was sent by email when you signed up. This log-in is required only for the first time that you open a protected PDF, so that your computer can be associated with your membership account. Thereafter, the system will recognize your account and privileges by the ID of your computer.

Note: Your account is recognized by your unique computer ID, so we strongly to use only one membership per computer. You may access documents as the admin/author if you want to test them, but if you need to test from another account or while not having approval to use the document, please do so from a different computer.

3. Uploading a Test Document

When logged into the DRM Portal, you will see links for Documents and My Documents. Any new documents that you upload will appear in this list. The documents already listed that begin with "DRM" are provided for your evaluation. You can download any of these documents by clicking their link. When downloading protected documents, it is most recommended to Save File to disk rather than open from the web because once saved, you never have to download again.

protected dpdf list

To upload a new document, simply click on the link for "Add New Document".

upload protected document

To upload, click on Browse to locate the file on your computer, and then click Submit to send it to our server.

As you can see, you can upload a variety of different file types. PDF is the preferred format, but uploading original Word files is also possible because when the server converts the file to PDF, it will be 100% compliant. Should any PDF fail to display properly after being converted to protected PDF, you can always upload the original file as a fall back. .

upload protected pdf

Your document has now been uploaded. Click Next to convert it to protected PDF and submit the details required for indexing.

protected document details

Here you have many different options and the only mandatory field is for the document Title. For an explanation of what each option is for, click on the [?] beside it and a pop-up window will display a description. These options can be edited later and changed at any time. With our DRM, any changes made will have immediate effect, even on documents that may have already been downloaded and saved to a user's computer.

Type in the Title at least, and then click Submit.

save protected pdf

You can change the document's DRM settings at any time by clicking Edit.

Now you have one of your own documents in the system. As a Demo account, those are the only settings that will be required. However, if you have a full Author account in our DRM Portal, then you will be able to add new subscribers and also add the document to our eBook Store. For more information on how to add your eBook to our store, see the eBook Store section below.

Downloading a Test Document

Documents can be distributed to subscribers using different methods:
  1. By download from the Document index that is available to all users when logged in. See the image above - clicking on any of the documents will provide the option to Save or Open from the web.
  2. When adding new subscribers, the eBook that they purchased can be sent by email with their new login and install instructions.
  3. By using the Newsletter function, a document can be selected and mailed to individual Users or members of Groups that you manage.
  4. By download from your own website - such files should be zipped (ZIP).
  5. By sending as an attachment to emails from your desktop.
Note: When downloading any files from the web, one should always save to disk and then open them from there because when opening from online they will always be saved to cache and with encrypted files, you may have to download them over and over again. Saving to disk is the best option.

Opening a Test Document

The CopySafe PDF Reader will open any protected documents that have been copy-protected only without limitation. But if DRM has been applied, as we have explored above, then you will be prompted for a username and password the first time that you open such a document. Once you submit those credentials, the system will recognize you automatically from your unique computer ID.

Demo Accounts

Demo Account Limitations

If you have a Demo account, only you will be able to view any documents that you upload to the system in the Documents index. This is so that you have complete privacy while testing. However, your documents can be opened by other users if you send them the download link or a copy of the file, ie: all Demo users can open all documents belonging to the Demo group.

After 14 days, your log-in will no longer provide access to the DRM tools and any documents created by you will expire. However, your log-in will remain active for the purpose of accessing the Online Book Cover Designer.

As a Demo user, you can only access basic functions. Others will not be available for access such as extensive tools and reports for user, document and group management, reports for eBook sales and usage tracking. Those functions are only available to members who have full Author status. Author accounts are provided for free to all licensed users of the CopySafe PDF Protector software and other users who may have opted to pay for our DRM Service.

Author Accounts

Total Control Management

As an Author you have total control over your documents and subscribers and the groups that they belong to. A full explanation of all the options is provided in this User-Guide. Authors need to pay particular attention to the difference between Group and eBook permissions.

When familiar with the difference between Copy Protected and DRM documents for which this portal was designed, you can then move forward and start preparing for online sales of your eBook. DRM-protected documents and eBooks are managed from this portal, but they can be distributed from anywhere. This means that if you have a website and/or shopping cart, you can promote, sell and provide downloads of your eBook from that site or anywhere else. Then as you make a sale, you can add that new subscriber to your DRM Portal here.

New subscribers can be added manually or it can be automated. You can sell from your own website or from our eBook Store alone or both. But first, you need to convert your Document listing to an eBook listing by providing some more information.

Author Limitations

Authors can create new groups, add users and documents but there are some limitations with what can be deleted from the system. For example "groups" can be suspended or renamed but they cannot be deleted. Also, users added as "eBook users" cannot be deleted and may not be editable when the user does not belong to a group owned by the author. These limitations are by design to prevent mishap. So if you need to have groups deleted, first check that no documents or users are assigned to the group and then email admin to have it removed. Otherwise, you should be able to rename and recycle groups and if you need to disable any user, group or document, you will be able to edit their details and set Active = No.

Passwords and file name limitations

The minimum length for passwords is 8 characters and they are limited to numbers and letters only. All other characters are illegal and will be removed. Such removal can shorten the password to less than 8 characters which will prevent a user from logging in. Also, to save confusion all passwords are converted to lower-case before recording and conversion.

File names are also filtered to ensure that they cannot trigger errors and contain no spaces or other illegal characters that may prevent them from being delivered via generic mail and web services.

Converting Documents to eBook Status

Primarily, you need to have your Documents already uploaded and the DRM settings applied. DRM settings are what govern a user's access but the Store settings are the ones used for display of your eBook in our Store.

Warning: There is a vast difference between eBook and Group permissions. For a full explanation, please read the general User-Guide. If you are selling eBooks online, then you will want to use eBook permissions, so you can assign individual books to users as they are purchased. However, to ensure that new subscribers cannot access all of your eBooks, eBook Users and your eBooks need to belong to separate Groups. The easiest way to ensure this is to assign all documents sold as eBooks to a separate Group and not assign any any Users to that Group at all. Then, when you add an eBook permission, the User will be assigned permission to that eBook only (regardless of which Group he belongs to).

Now, let's convert a Document to eBook status by clicking on the Add link in the eBook column:

convert pdf to ebook

Here you can add all of the information that you need to advertise your eBook including summary, description and price:

protected PDF details

As a Demo user, you can only access basic functions. Others will not be available for access such as extensive tools and reports for user, document and group management, reports for eBook sales and usage tracking. Those functions are only available to members who have full Author status. Author accounts are provided for free to all licensed users of the CopySafe PDF Protector software and other users who may have opted to pay for our DRM Service.

eBook Store Visibility

Now that you have seen how to convert a Document to an eBook and list it in our eBook Store, you need to realize that you do NOT have to convert Documents to eBooks if you are selling from your own or another website.

eBook Cover Image Design

You can design your image using any tools at your disposal or you can use our online Cover Design Tool. Once you have your image, you can upload it using the button at the bottom of the eBook settings page. Suitable image types are GIF, JPG and PNG of good quality and at least 450 pixels high x 270 pixels wide. Any images that are smaller than this will result in degradation of quality because any images uploaded here will be rescaled to the final size of 270 pixels wide and 450 pixels deep.

eBook Store Sales via PayPal

Selling your eBook is the easiest to set up. All you need to do is add your PayPal account information and then set your PayPal account to observe return links. Return links are necessary for successful transactions to return from PayPal and automatically add the new subscriber and/or their purchase to your DRM Portal.

The information provided in your eBook settings governs how the information is displayed and what links are provided to site visitors. Even for free distribution, you need to be careful to input the correct information. The image below depicts a typical eBook that has been set for free distribution. By providing the file name, the user will see a "Download" button, instead of a "Buy" button. As to whether the eBook is DRM-protected or not is governed by your settings when it was uploaded as a "Document".

Paypal settings
The currency type needs to match the default currency set in your PayPal account. The AccountID is the email address that you have used as your PayPal account identifier. From a successful transaction, the visitor will be redirected to our online store to automatically subscribe to this eBook. To test your settings, make one of your eBooks $1 and follow the instructions for the sale through the catalog to PayPal. You may have to pay using a different PayPal account if you are going to purchase via the same account because they have some restrictions purchases using the same account.

Note: For PayPal transactions to automatically add new users and their subscriptions, you need to allow PayPal to return to our order form after a successful sale. When our store sends your purchase to PayPal, it includes the return link to use. But unless you allow this feature in your PayPal account, it cannot happen.

Enabling PayPal Transactions to Update Subscriptions

Log into PayPal and then go to My Profile > My Selling Tools > Website Payment Preferences

Paypal return link

You can hard code the return link or leave it blank. Either way, that new return link should be used when our form submits new information. The main part of this form is where you select to approve return links.

eBook Sales & Auto Subscription

Unless specifically disabled for your account, all successful transactions made via PayPal can automatically add a subscription for the purchased eBook. Note the emphasis is on "can", which means it depends on the visitor if he wants to get redirected back to the online store after paying using PayPal or not. If the user does not opt to “continue shopping” and get redirected back, then the sequence will be interrupted. In such cases, you will have to manually add the user and should always check that all sales have been delivered from the store. Otherwise, the sequence that follows will prompt the system to add the user, if the individual is not yet in your user base or it will update an existing record. That individual may be added as an eBook user and assigned the rights to use the eBook that was purchased. If that user already belongs to another group (another author), then his or her account settings may not be editable, however, if you ever need to remove their subscription, then you can do that without affecting that user's account.

eBook User Creation From Shopping Carts

It is also possible to automatically add new eBook users, following a successful transaction from your own shopping cart, regardless of where it is hosted. For more information about customizing your shopping cart success page, please contact our support team.

Delivery from the DRM portal

Delivering DRM protected eBooks and documents after a sale:

How you deliver your eBooks and documents is up to you. The possible options are:

With a document listed as an eBook in the DRM Portal, when you make a sale you can simply add them as an user of that eBook, and then they will be emailed the username and download details for your eBook and the Reader.

If you have several books assigned to a group and each user can access all books in that group, like with students of a particular class or lesson, then you can add users to that group for all documents assigned to the group.

Note that adding users to a group and eBook users is very different. Group users can access all documents belonging to that group, whereas eBook users do not belong to any group but can access all eBooks assigned to them.

The delivery methods are:

1. Let the system send their welcome message and instructions
2. Send your own custom welcome message.

Email messages:

When sending the protected document by email, try to avoid adding the .ENC file as an attachment because some mail clients do not know what to do with file type. ENC files can be sent as an attachment but it should be zipped, then you can be sure that the recipient will save it somewhere before trying to open it.

Using the download link is better, and the link can to use can be retrieved from your documents list in your DRM Portal.

Reader installation:

If your end user has the Copysafe PDF Reader installed then all document deliveries will go smoothly. Until that reader is installed their computer will not know what to do with a .ENC file.

So the first and foremost concern with delivering eBooks and protected documents is to provide the installer for the Copysafe PDF Reader which can be sent as a link for download or delivered on disk.

User log-ins and contact details:

Every user assigned a DRM account can log-in to check the list of documents available to them, update their contact details, etc.

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