Apply retention and access rules to the archived audit [file] PDF so only authorized [roles] can open files and the re…
Open the PDF file you want to restrict in Adobe Acrobat Pro.
Select File from the top menu, then choose Properties.
In the Document Properties window, click the Security tab.
From the Security Method dropdown, select Password Security.
In the Password Security Settings dialog, check the option to restrict editing and printing of the document.
Set a permissions password when prompted.
CautionIf you forget this password, you cannot change or remove the restrictions later.
Choose the specific restrictions you want to apply (e.g., disallow printing, disallow editing, disallow copying).
Click OK to confirm your settings and close the dialog.
Click OK again in the Document Properties window.
Save the PDF to apply the new permissions.
Best practiceTest your restricted PDF in a different PDF reader or with a different user account to confirm the permissions are enforced.
You can review or change these restrictions later by reopening the Document Properties and returning to the Security tab.
This runs in the Acrobat app - there is no separate API for this task.
Access controls are settings that decide who can open, print, edit, or copy a PDF file. They are important because they help protect your document from unwanted changes or sharing. By using access controls, you make sure only the right people can use your PDF the way you want.
| Access Controls (Permissions) | Simple Open Password |
|---|---|
| Controls printing, editing, copying, and more | Only stops people from opening without password |
| Can set different levels for different actions | No control over what happens after opening |
| Needs owner password to change settings | No further restrictions after opening |
The owner password is important because it protects your permissions settings from being changed or removed by others. Without the owner password, anyone can change the access controls and do things you wanted to block, like printing or editing. Always set and remember your owner password to keep your PDF secure.