Manage Legal Holds

Manage Legal Holds in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
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.

Set organization-wide retention and access rules for closed case files to meet audit and legal hold obligations.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Apply organization-wide retention and access settings to closed case file PDFs, require password…
Apply organization-wide retention and access settings to closed case file PDFs, require password protection for restricted files, and configure a legal-hold flag to preserve records for audits.

Improve — make it easier to accept

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Before enforcement, document the policy in the PDFs: set retention periods per case type, restrict…
Before enforcement, document the policy in the PDFs: set retention periods per case type, restrict access by role, apply encryption for external sharing, and embed a visible legal-hold notice so auditors and legal counsel can verify preservation rules without needing system admin access.

Who does this, and with what

The same task is different work inside a different job.

Environmental ScientistAdobe Acrobat ProSharePointalso: Set Retention Rulesalso: Define Access Controls

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.