Archive Board Materials

Archive Board Materials 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.

Keep a tidy, single-file archive of board materials so anyone can pull past packets without digging through drives.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Archive last year’s board materials into one packet: combine the 12 board meeting PDFs into a…
Archive last year’s board materials into one packet: combine the 12 board meeting PDFs into a single PDF, add simple Bates numbering across the file, and save the packet to the [folder=Board Archives] folder so anyone can pull past materials quickly.

Improve — make it easier to accept

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Before finalizing the board archive, make retrieval idiot-proof: combine all board packs into one…
Before finalizing the board archive, make retrieval idiot-proof: combine all board packs into one PDF with Bates numbering that includes [year] and [meeting number], create bookmarks for each meeting, and add a one-page index so assistants can find a specific packet without opening every file.

Who does this, and with what

The same task is different work inside a different job.

Executive AssistantAdobe Acrobat ProSharePointalso: Maintain Single Packet Archivealso: Organize Past Board Packets

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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