◆ Acrobat · convert

Ensure Findable Records

Train the clinic on a standard file-naming, storage, and retention practice—create a reusable PDF guide and save the t…

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Train the clinic on a standard file-naming, storage, and retention practice—create a reusable…+
Train the clinic on a standard file-naming, storage, and retention practice—create a reusable PDF guide and save the template to the shared library so staff can access it.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I run the training session, make adoption likely—produce a one-page quick-reference with…+
Before I run the training session, make adoption likely—produce a one-page quick-reference with exact file-naming examples, a shared folder structure with retention timelines, screenshots of where to save templates, and a short checklist supervisors can use to audit compliance next quarter.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Place all PDFs you want to include in the search index into a single folder on your computer.

  2. 2

    Open Adobe Acrobat Pro.

  3. 3

    Go to the Tools view and select Catalog.

  4. 4

    In the Catalog panel, click New Index.

  5. 5

    In the Index Definition dialog, click Add Folder and select the folder containing your PDFs.

  6. 6

    Optionally, adjust the advanced options for the index (such as custom stop words or include/exclude subfolders) as needed.

  7. 7

    Click Build to start creating the index.

  8. 8

    Choose a location and filename for your .pdx index file and click Save.

  9. 9

    Wait for the indexing process to complete, then click Close when finished.

    Best practiceFor best performance, keep your PDF collection and the .pdx index file together in the same folder so users can easily search across all documents.

After building the index, use the Advanced Search feature and select 'Use Index' to search across all indexed PDFs at once.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
Search IndexA special file that helps software find words in many documents very quickly.ExampleThe search index allows the program to instantly locate every mention of 'invoice' across thousands of files.
CatalogThe Acrobat tool that builds an index for searching many PDFs quickly.ExampleThe Catalog tool quickly indexed all project PDFs, allowing instant keyword searches across them.
.pdx fileThe main file created by Catalog that stores information for fast searching.ExampleSearching a folder of documents uses the .pdx file to instantly locate keywords.

The real tasks

the one, listed here
Train the clinic on a standard file-naming, storage, and retention practice so all case materials are findable and meet privacy rules.

Who does this

3 roles
Knowledge ManagerRecords AdministratorLegal Assistant

FAQ

about this task
  1. Open Adobe Acrobat Pro.
  2. Go to the 'Catalog' feature (usually under a menu like 'Advanced' or 'Tools').
  3. Follow the steps to create a new index, choosing the folder where your PDFs are stored.
  4. Acrobat will build a .pdx file and other .idx files that store the search information.

An Adobe Acrobat Catalog is a special index file, often a .pdx file, that Acrobat Pro creates for a group of PDFs. It's important because it records every word and its location across all those documents. This means when you search, Acrobat doesn't have to open and read each PDF one by one. Instead, it quickly checks the Catalog, making searches much faster and more complete, especially for large collections of files.

Yes, you should still use a Search Index, but you will need to update it regularly. If you add new PDFs, remove old ones, or change the content within existing PDFs, the Catalog index will become outdated. You'll need to rebuild or update the index using the 'Catalog' feature in Acrobat Pro to ensure your searches always find the most current information. This ensures accuracy and continued fast searching.

FeatureRegular SearchSearch with Index (Catalog)
SpeedSlow for many filesVery fast for many files
CoverageMain text, layers, formsCovers comments, bookmarks, tags, metadata, attachments, and main text
SetupNo setup neededRequires one-time index creation

You should use an Adobe Acrobat Search Index because it offers a much deeper and faster search specifically for PDF content. While your operating system can find files by name or some basic text, Acrobat's Catalog index goes inside the PDFs. It covers not just the visible text but also comments, bookmarks, tags, metadata, and even attachments within the PDF. This gives you a more complete and accurate search result for complex PDF documents, far beyond what a general operating system search can provide.

Sources

where this comes from
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