Maintain Searchable Submissions

Maintain Searchable Submissions 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.

Keep a searchable, dated set of all site plan submissions so reviewers can track changes over time.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Add Bates numbers to each site plan submission PDF, include the submission date in the stamp, and…
Add Bates numbers to each site plan submission PDF, include the submission date in the stamp, and save all numbered PDFs in a searchable review folder for the review team to track changes.

Improve — make it easier to accept

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Before publishing the submission set, make tracking instantaneous — apply consistent Bates…
Before publishing the submission set, make tracking instantaneous — apply consistent Bates numbering and include submission date and version on the stamp, OCR each document so text is searchable, produce a CSV index mapping Bates ranges to submission metadata, and store the package in the shared review folder for reviewers to trace changes over time.

Who does this, and with what

The same task is different work inside a different job.

Urban PlannerAdobe Acrobat ProSharePointalso: Version Site Plan Archive

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.