Restrict Viewing Access

Restrict Viewing Access in Adobe Acrobat — with three ready prompts, from the immediate task to the lasting pattern. 3 real situations lead here.

3prompt heights
3situations
1role does it
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The moments that lead here

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

add a password to protect viewing of the pdfOwner asked for the lease PDF locked for viewing before sharing with the tenant.Set viewing restrictions on archived reports so only authorized units can read them.

3 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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I must protect the [document=tenant lease PDF] with a view password before emailing it tonight.…
I must protect the [document=tenant lease PDF] with a view password before emailing it tonight. Apply a [password] that I will share separately, ensure printing and copying are disabled, and confirm the file opens with the password but not without.

Improve — make it easier to accept

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The tenant, [tenant=Maria], dislikes extra steps but legal insists on view protection. Add a…
The tenant, [tenant=Maria], dislikes extra steps but legal insists on view protection. Add a viewing password that allows on-screen viewing but prevents download and copy, include an expiry of [days=30] days, and prepare a one-line instruction I can send her explaining why and how to open it.

Decide — diagnose the stuck moment

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I don't want to make access so hard the tenant delays signing. Explain the trade-offs between a…
I don't want to make access so hard the tenant delays signing. Explain the trade-offs between a simple view-only password and stronger protections that block screenshots or printing, recommend the level I should use given we need signature within [deadline=two weeks], and draft the short message to the tenant explaining the protection and how to get the password.

Who does this, and with what

The same task is different work inside a different job.

Records ClerkAdobe Acrobat ProSharePointalso: Protect PDF With Passwordalso: Apply Document Permissionsalso: Limit Unit Read Rights

Next to this one

Other protect work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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