Our brokerage has grown and closed files are scattered; compliance has asked for a retention policy that keeps financi…
Sign in to the Adobe Acrobat Sign Admin Console with your administrator credentials.
Navigate to the Governance section from the Admin menu.
Select the retention rule you want to monitor for compliance.
Open the audit logs or report for the selected retention rule.
NoteAudit history is stored for 12 months by default; your organization may have a different retention period.
Review the log entries or reports to verify that data deletions are occurring as scheduled according to the retention policy.
Export or download the audit report if you need to retain evidence of compliance or share findings with stakeholders.
Repeat this process regularly to ensure ongoing retention policy enforcement.
Best practiceConsider automating log reviews with scheduled exports and alerts to streamline compliance monitoring.
You can access detailed audit logs for retention events directly in the Data Governance section of the Admin Console.
This runs in the Acrobat app - there is no separate API for this task.
A reusable security policy set is a collection of security rules, like password protection or certificate requirements, that you can apply to many documents. It matters because it saves time and ensures all documents follow the same protection standards. This helps maintain consistent security and compliance across your organization without needing to set rules for each document individually.
If your company needs to follow HIPAA rules, Acrobat's retention features help you meet these strict requirements for keeping patient data secure. You can set specific retention periods for sensitive documents, ensuring they are kept for the required time. The policies also support compliance with standards like HIPAA, meaning the tools are designed to help you meet those legal obligations by protecting documents with password or certificate-based security.
It is important to coordinate with IT because they manage the technical setup and infrastructure for these rules. They ensure the retention policies work correctly with your existing systems and meet security standards. IT also helps with any technical issues and makes sure the policies are applied consistently across all users and documents.
Adobe Acrobat's retention policies focus on setting how long documents are kept and securing them with reusable password or certificate-based sets, ensuring compliance with standards like PCI DSS and HIPAA. Microsoft Purview Information Protection (MPIP), when integrated with Acrobat, provides an additional layer of data classification and labeling. MPIP allows you to apply sensitivity labels directly within Acrobat, which can then enforce specific protection and retention actions based on your organization's Microsoft 365 policies. While Acrobat defines the core retention and security, MPIP extends this by integrating with a broader enterprise information protection framework, offering more granular control over data lifecycle management and compliance within a Microsoft ecosystem.