Restrict Closed Sensitive Files

Restrict Closed Sensitive Files in Adobe Acrobat — with a ready prompt for the moment it comes up. 1 real situation leads here.

1prompt height
1situation
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The moments that lead here

If one of these is your afternoon, you are in the right place.

A closed sensitive matter's files must be restricted quickly after a partner's request.

1 ready prompt

Written for the moment this actually comes up.

Decide — diagnose the stuck moment

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Partner [partner=Chen] marked a closed estate matter as high sensitivity and wants access limited…
Partner [partner=Chen] marked a closed estate matter as high sensitivity and wants access limited immediately. I have to set retention and access controls but I'm not sure who should retain long-term access—only the partner, the supervising attorney, or the records manager. Advise the safest immediate access setting that won't block necessary reviews for audits, who must retain permanent access, and a short line I can put in the file note explaining the restriction.

Who does this, and with what

The same task is different work inside a different job.

Legal AssistantAdobe Acrobat

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