PDF Security Best Practices: Online Sharing

Security quality comes from repeatable policy, not one-off configuration.

Baseline checklist

• Segment recipients by role
• Set expiry for temporary docs
• Set open limits by audience size
• Disable download/print for sensitive files
• Keep watermark on for high-risk content

Response checklist

1. Disable compromised links quickly.
2. Reissue links to approved recipients.
3. Review open logs for timeline.
4. Update policy defaults.

Final takeaway

Simple templates used consistently are the strongest security practice.