Enable Legal Retrieval

Enable Legal Retrieval 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.

Set retention and access rules for archived plan approvals so legal can retrieve authoritative records quickly.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Set [rules=retention and access rules] on the archived plan approvals folder, encrypt the…
Set [rules=retention and access rules] on the archived plan approvals folder, encrypt the [approvals=PDF approvals] with certificates, and document the retention period and legal contact for retrieval.

Improve — make it easier to accept

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Before finalizing archive controls, make legal retrieval immediate — apply certificate encryption…
Before finalizing archive controls, make legal retrieval immediate — apply certificate encryption to authoritative approval [pdfs=PDFs], set explicit retention and access policies on the archive folder, add searchable metadata for approval date, ordinance number, and custodian, and provide [legal=Legal] with the access procedure and decryption contacts in writing.

Who does this, and with what

The same task is different work inside a different job.

Urban PlannerAdobe Acrobat ProSharePointalso: Set Retention And Access Rulesalso: Archive Authoritative Approvals

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.