Enforce Retention Rules

Enforce Retention Rules 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 up a shared template for committee agendas and minutes so every panel uses the same formatting and retention rules.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Create a shared [template] for committee agendas and minutes, save it to the [location=library],…
Create a shared [template] for committee agendas and minutes, save it to the [location=library], and give edit access to the [person=panel secretary] so they can use it for future meetings.

Improve — make it easier to accept

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Set up a committee [template]: build an agenda/minutes template with standard headings, retention…
Set up a committee [template]: build an agenda/minutes template with standard headings, retention notes, and version control footer, save it to the [location=library], and configure access so the [person=panel secretary] can reuse it and the [team=administrative team] can send in bulk.

Who does this, and with what

The same task is different work inside a different job.

Political ScientistAdobe Acrobat ProMicrosoft WordSharePointalso: Set Up Shared Templatealso: Standardize Agendas And Minutes

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.