Prepare Board Package

Prepare Board Package 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.

Create a single packet of all items needed for the next meeting so officials have everything they need at the table.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Combine the agenda, staff reports, budget sheet, and two public attachments into one packet named…
Combine the agenda, staff reports, budget sheet, and two public attachments into one packet named [packet=CityCouncil_May12_Packet.pdf], add headers with meeting date and page numbers, and save to the meeting folder for distribution.

Improve — make it easier to accept

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Assemble the May 12 meeting packet: merge agenda, staff reports, budget exhibit, and two…
Assemble the May 12 meeting packet: merge agenda, staff reports, budget exhibit, and two attachments into a single PDF, add consistent headers and page numbers, insert a table of contents page so officials can find exhibits quickly, and produce a version for printing and a linked version for email distribution.

Who does this, and with what

The same task is different work inside a different job.

Court ClerkAdobe Acrobat ProMicrosoft Wordalso: Assemble Meeting Packetalso: Consolidate Case Materials

Next to this one

Other send 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.