Create Single File

Create Single File 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 the discovery notes, pricing sheet, and signed order into one official file for the account folder.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Combine the discovery notes, the approved pricing sheet, and the signed order into one PDF file…
Combine the discovery notes, the approved pricing sheet, and the signed order into one PDF file titled [filename=00457_Account_Packet] and save it to the account folder for today's audit upload.

Improve — make it easier to accept

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Produce a cleaner combined packet by ordering files as: signed order, pricing sheet, discovery…
Produce a cleaner combined packet by ordering files as: signed order, pricing sheet, discovery notes; add a one-page cover with account name and date; flatten the file so signatures stay intact, and save as [filename=00457_Account_Packet] for the account folder.

Who does this, and with what

The same task is different work inside a different job.

Customer Success ManagerAdobe Acrobat Proalso: Merge Account Documentsalso: Organize Account Folder

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.