Apply Records Retention

Apply Records Retention 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.

Decide which archived records must be kept under retention rules and prepare them for secure long‑term storage.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Review archive folder [folder=2012–2016] and mark records required under retention rules for secure…
Review archive folder [folder=2012–2016] and mark records required under retention rules for secure long‑term storage, then prepare a list and move those files to the [queue=Records Retention queue].

Improve — make it easier to accept

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Audit the [folder=2012–2016] archive, identify records that meet legal retention requirements…
Audit the [folder=2012–2016] archive, identify records that meet legal retention requirements versus eligible for destruction, create a spreadsheet with retention reason, required retention period, and recommended secure storage action, and hand this to [team=IT Records] for long‑term archiving approval.

Who does this, and with what

The same task is different work inside a different job.

Office ClerkAdobe Acrobat ProDocuWarealso: Identify Records To Keepalso: Prepare For Long‑Term Storage

Next to this one

Other record 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.