◆ Acrobat · protect

Confidential Draft Review

We have a draft traffic impact report that should be visible to internal reviewers but password-protected from contrac…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”We have a draft traffic impact report that should be visible to internal reviewers but…+
We have a draft traffic impact report that should be visible to internal reviewers but password-protected from contractors and the public. I can set document-level encryption or use a shared drive with permissions. Diagnose which approach best balances reviewer convenience and legal defensibility, name who needs to approve the password policy, and give me the terse message to send to reviewers with access steps.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open the PDF document you intend to send for shared review in Adobe Acrobat.

  2. 2

    Go to the main menu and select Tools, then choose Protect.

  3. 3

    Click on the security option to open the security settings.

  4. 4

    Select an existing security policy that matches your compliance requirements, or create a new policy by following the prompts to define password protection, permissions, and encryption settings.

    CautionEnsure the policy allows commenting and reviewing, or shared review features may be restricted.

  5. 5

    Apply the selected security policy to your PDF by following the on-screen instructions.

  6. 6

    Save the secured PDF document.

  7. 7

    Initiate the shared review process by using the Send for Review feature, and distribute the PDF to reviewers.

    Best practiceBefore sharing, double-check that sensitive information is either removed or properly protected, as recommended by security best practices.

You can manage and apply security policies directly from the Protect tool before starting a shared review.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
Shared ReviewA way to send a PDF to many people so they can all add comments in one place.ExampleYou start a shared review of the presentation, letting everyone add their comments in one central place.
ReviewerA person who reads and adds comments to a shared PDF document.ExampleAs a reviewer, he highlighted several sections in the document that needed clarification.
ConsolidateTo combine many separate things into one single thing.ExampleWe need to consolidate all sales reports from different regions into one master spreadsheet.

The real tasks

the one, listed here
Sensitive draft traffic reports need to stay internal while reviewers comment

Who does this

3 roles
IT AdministratorCompliance OfficerDocument Control Manager

FAQ

about this task
  1. Open your PDF in Acrobat.
  2. Click 'Share' in the top menu bar.
  3. Choose to create a public link or invite specific people by name.
  4. Acrobat will then send the PDF for review and begin collecting comments.

The main benefit of Shared Review is that it automatically combines all comments from different reviewers into one central PDF file. This saves you time because you don't have to manually merge feedback from many separate documents. It makes managing and responding to feedback much simpler and more efficient.

After you share a PDF for review, you can easily track the status of your review. Go to the 'Shared by you' section within Adobe Acrobat. Here, you will see a list of your shared documents and can check which reviewers have responded and added their comments.

Shared Review is better because it prevents the common problem of having many different versions of a PDF with separate comments. When you email copies, you have to manually gather and reconcile all the feedback. Shared Review automatically consolidates all comments into one file, streamlining the review process and making it much easier to manage everyone's input.

The facts state that reviewers need to sign in to add comments. This implies they will need access to Adobe Acrobat or an Adobe ID to participate in the Shared Review process. While the facts don't explicitly cover this scenario, generally, Adobe's review features are designed for users within its ecosystem to ensure proper comment collection and tracking.

Sources

where this comes from
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