Include Methodology Notes

Include Methodology Notes in Adobe Acrobat — with a ready prompt for the moment it comes up. 1 real situation leads here.

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The moments that lead here

If one of these is your afternoon, you are in the right place.

Attach the source dataset and methodology notes to the final report so auditors can reproduce the figures.

1 ready prompt

Written for the moment this actually comes up.

Execute — do the immediate task

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Attach the source dataset [file=CSV] and the methodology notes [file=PDF] to the final report PDF,…
Attach the source dataset [file=CSV] and the methodology notes [file=PDF] to the final report PDF, add bates numbers to every page, and save the combined document to the [folder=audit folder] so auditors can reproduce the figures.

Who does this, and with what

The same task is different work inside a different job.

Business AnalystAdobe Acrobat ProMicrosoft Wordalso: Attach Dataset To Reportalso: Enable Reproducible Audit

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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Same library, five ways in.