Sensitive Data In Drafts

Sensitive Data In Drafts in Adobe Acrobat — with a ready prompt for the moment it comes up. 1 real situation leads here.

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1situation
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.

I must send a draft agreement with pricing to a realtor by noon but I'm worried SSNs or old income attachments are exposed

1 ready prompt

Written for the moment this actually comes up.

Decide — diagnose the stuck moment

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I have a draft loan agreement with embedded paystub images and a client's social security number in…
I have a draft loan agreement with embedded paystub images and a client's social security number in the header. The realtor needs to see pricing to move the deal, but I do not want sensitive data circulating. Tell me whether to password-protect this draft, redact the SSN, or remove attachments before sending. Give me the one sequence I'll follow now to minimize risk and a two-line message to the realtor explaining why the file is slightly redacted.

Who does this, and with what

The same task is different work inside a different job.

Loan OfficerAdobe Acrobat

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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The rest of the map

Same library, five ways in.