Combine Source Documents

Combine Source Documents 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.

Combine supporting invoices, bank statements, and ledgers into one single file so reviewers stop hunting across folders.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Combine the client invoices, March and April bank statements, and the cash receipts ledger into one…
Combine the client invoices, March and April bank statements, and the cash receipts ledger into one PDF, arrange files by date, and save as Proof-of-Receipts.pdf in the engagement folder so reviewers stop hunting across folders.

Improve — make it easier to accept

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Before I hand this to the senior reviewer, make it easier to navigate — create a bookmark for each…
Before I hand this to the senior reviewer, make it easier to navigate — create a bookmark for each document (invoices, bank March, bank April, ledger), insert a contents page showing date ranges, and ensure pages are in chronological order.

Who does this, and with what

The same task is different work inside a different job.

AuditorAdobe Acrobat ProMicrosoft SharePointalso: Merge Financial Evidencealso: Create Single Review File

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.