Set Retention Policy

Set Retention Policy 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.

Set a retention and versioning policy for executed contracts to satisfy audit and compliance requirements.

1 ready prompt

Written for the moment this actually comes up.

Execute — do the immediate task

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Set a retention and versioning policy for executed contracts to satisfy audit: require storing…
Set a retention and versioning policy for executed contracts to satisfy audit: require storing executed agreements for [years=7] years, keep all versions with [timestamps] timestamps, and ensure executed copies are archived to the [log=central agreements log] by [deadline=end of month].

Who does this, and with what

The same task is different work inside a different job.

Contract ManagerAdobe Acrobat ProSharePointalso: Define Versioning Rulesalso: Configure Contract Lifecycle

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.