Try RMail PRE-Crime Services – The Page Locker setting allows you to restrict access to specific pages within RPDs, ensuring that only authorized readers can view sensitive sections while displaying a restricted screen for any unauthorized access attempts. This is useful, for example, when sharing a multi-page RPD that includes confidential financial data meant only for upper management, as Page Locker lets you provide general access while securing the confidential sections.
Click here to learn about RDocs settings and how to enable or set them as default.
1. Once you have uploaded the documents and entered the recipients, go to the Real-Time Interactivity panel and click on the Page Locker option.
2. A pop-up will open where you need to select the document to which the restrictions will apply. To start adding restrictions, click on Add Restriction.
3. On the top you will see the total number of pages, where you need to select the pages you want to apply a restriction to.
In the next section, you can determine who will have access to the selected pages.
- If No Readers is selected, all readers will see a restricted access message for the selected pages when opening the RPD.
- If the you check Selected Readers or Everyone Except Selected Readers, the readers list on the right will become available, allowing you to specify which readers the restriction applies to.
4. Click Add Rule to create the rule for that page. Note: If you want, you can give a name to the created rule.
5. Once the rule is created, a pop-up will appear displaying the rule. From there, you can edit or delete the existing rule, or add more rules by clicking Add Restriction. Once done click on Finish.
Important note: When you allow a recipient to view only certain pages using the Selected Readers option, all other pages will automatically be hidden from them — and vice versa: if you block access to specific pages, the rest will remain visible by default (unless restricted).
Also, each page can only be part of one rule, so once it’s included in a rule, it won’t be available for selection in others.
To apply precise restrictions, we recommend creating one rule per page that shouldn’t be visible to all recipients.