Share Relevant Exhibits Only

Share Relevant Exhibits Only 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.

Assemble a permissions-limited contract packet for outside counsel so they only see relevant exhibits.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Assemble a permissions-limited contract packet for outside counsel: compile the main agreement and…
Assemble a permissions-limited contract packet for outside counsel: compile the main agreement and Exhibits [exhibit1=B] and [exhibit2=D] only, password-protect the PDF, and send it to [recipient=Mark Levin] at [firm=Harlow LLP] with instructions that other exhibits are withheld.

Improve — make it easier to accept

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Before sending the packet to [recipient=Mark Levin] at [firm=Harlow LLP], reduce risk of…
Before sending the packet to [recipient=Mark Levin] at [firm=Harlow LLP], reduce risk of over-disclosure and confusion: include only the main agreement and Exhibits [exhibit1=B] and [exhibit2=D], password-protect the PDF and watermark it Confidential – Outside Counsel Only, attach a short cover explaining why other exhibits are excluded and list retained items in a non-disclosable inventory so counsel can request what they truly need.

Who does this, and with what

The same task is different work inside a different job.

Contract ManagerAdobe Acrobat ProDocuSign (or ShareFile)also: Assemble Limited-Access Packetalso: Create Permissions-Limited Packet

Next to this one

Other protect 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.