The Page Level Restrictions setting allows you to restrict access to specific pages within RPDs for Track Readers and Limit Readers security levels, 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 Level Restrictions 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 Level Restrictions 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 Rule.
3. A dropdown at the top displays the total number of pages, with all page numbers listed in sequential order. The readers list grid includes all readers populated in the To field, as well as the authorized readers entered. You can add a new reader by clicking the Add Reader button. The final grid features a dropdown that allows you to select a category (Allowed or Restricted), enabling you to move readers into this grid.
4. Select the page you want to apply restrictions to, then choose the reader from the list. After selecting the reader, pick the category you want to move that reader into for that specific page and use the right arrow to transfer it to that column. Finally, click Add to create the rule for that page.
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 Rule.