◆ Acrobat · protect

Define Access Rules

Set up access rules for records: configure access so only [managers] can open payroll and disciplinary PDFs, apply enc…

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Set up access rules for records: configure access so only [managers] can open payroll and…+
Set up access rules for records: configure access so only [managers] can open payroll and disciplinary PDFs, apply encryption and role-based permissions, and confirm access with [it] before enforcing.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before enforcing access rules, map who exactly needs view vs edit rights, create a…+
Before enforcing access rules, map who exactly needs view vs edit rights, create a [managers]-only folder with audit logging, document the approval chain for access exceptions, and ask [it] to run a quick access test with [N=2] manager accounts to prevent lockouts.
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 want to check for accessibility.

  2. 2

    Click the Tools tab at the top of the Acrobat window.

  3. 3

    Scroll through the list and select Accessibility to add the Accessibility tools to your workspace if they are not already visible.

    Best practiceIf you do not see the Accessibility tools, you may need to add them from the Tools pane as they are not shown by default.

  4. 4

    In the Accessibility tools pane, click Full Check.

  5. 5

    In the Accessibility Checker Options dialog, review the settings and click Start Checking.

    Best practiceFor a thorough check, ensure all checkboxes are selected before starting the check.

  6. 6

    Review the results displayed in the Accessibility Checker panel on the left side of the screen.

You can right-click in the Navigation Pane to show the Accessibility tags panel for more detailed tag inspection.

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

Glossary

words on this page
AccessibilityMaking sure everyone, including people with disabilities, can use something.ExampleThe website was designed with Accessibility in mind, so screen readers can easily navigate it.
Alt textA short description for images so people who cannot see them know what they show.ExampleA person using a screen reader hears 'a red bicycle leaning against a brick wall' when they encounter the image.
TaggingAdding labels to parts of a document so screen readers can understand it.ExampleTagging a document helps visually impaired users navigate its content with a screen reader.

The real tasks

the one, listed here
Set up access rules so only managers can view payroll and disciplinary records.

Who does this

3 roles
Accessibility SpecialistInstructional DesignerDocument Remediator

FAQ

about this task
  1. First, use the 'Automatically tag PDF' tool.
  2. Next, manually check and fix the reading order of your content.
  3. Then, add alt text to all images and check table structures.
  4. Finally, run the 'Accessibility Checker' to find and fix any remaining issues.

Tagging is the most important step for PDF accessibility because it defines the structure of the document. This structure tells screen readers and other assistive technologies how to read the content in the correct order, making it understandable for users with visual impairments.

Yes, you can. Acrobat's auto-tagging feature works for both native and scanned PDFs. It uses smart technology to identify headings, tables, lists, and paragraphs, even in scanned documents. However, you will still need to manually verify and correct the tags, reading order, and alt text after the automatic process.

FeaturePDF/UAWCAG
FocusSpecific to PDF documentsGeneral for all web content
PurposeEnsures technical accessibility of PDF filesProvides guidelines for making web content accessible
RequirementOften required for PDF-specific regulationsCommonly required for broad digital accessibility

Fixing accessibility in the original source document, such as a Word file, is much more efficient. When you create an accessible source document, the exported PDF will often retain most of its accessibility features. This saves a lot of time and effort compared to fixing an untagged PDF later in Acrobat, which can be a very time-intensive process.

Sources

where this comes from
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