◆ Acrobat · edit

Marked Allocation For Review

The client’s accountant asked for a marked-up asset allocation and I need to send it today but I’m unsure which change…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”The client’s accountant asked for a marked-up asset allocation and I need to send it today but…+
The client’s accountant asked for a marked-up asset allocation and I need to send it today but I’m unsure which changes to make pre-review and which to leave for their input. I’m new to coordinating with their accountant and don’t want to preemptively concede. Recommend the specific annotations I should add, which items to leave as options, and a short cover note that invites comment without sounding defensive.
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

    Open your PDF file in Adobe Acrobat.

  2. 2

    Click the Comment button in the toolbar to display the commenting tools.

  3. 3

    Select the annotation tool you want to use, such as Note, Highlight, Text Box, or Draw.

  4. 4

    Click on the PDF page where you want to add your comment or annotation.

  5. 5

    Type your comment or draw your annotation as needed.

  6. 6

    Click away from the annotation or press Escape to save your comment or annotation.

You can use multiple annotation types in one session, such as highlighting text and adding sticky notes for detailed feedback.

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

Glossary

words on this page
AnnotationAn annotation is a note or mark added to a document, like a highlight or a stamp, without changing the original text.ExampleHe added an annotation to the PDF, circling a key sentence and adding a question mark.
MarkupHighlighting, underlining, or drawing on a PDF to show what is important.ExampleYou use the markup tool to highlight key sentences in the report.
SanitizeTo remove sensitive or private information from a document before sharing it.ExampleRemember to sanitize the document by redacting personal details before sharing it publicly.

The real tasks

the one, listed here
Prepare marked-up allocation for accountant review

Who does this

3 roles
EditorTeacherProject Manager

FAQ

about this task
  1. Open your document in Acrobat.
  2. Go to the 'Comment' tools.
  3. Select the 'Highlight' tool.
  4. Drag your mouse over the text you want to highlight. The text will change color.

A sticky note is a small icon you click to open a pop-up window where you type your comment. It is good for short notes that do not take up space on the page. A text box lets you type directly onto the document page itself, like writing on paper. This is useful for longer comments or when you want the comment to be visible right away without clicking.

You should sanitize your PDF to protect your privacy and prevent information leaks. Comments and markups are added as a separate layer on top of your document. Even if they are not visible at first glance, they can still be recovered by others. Sanitize removes this hidden data, making sure that only the final, clean version of your document is shared. This is important for official documents or sensitive information.

No, adding drawing markup like circles or lines will not change the original text or images in your document. These markups are part of the comments layer. They sit on top of the document content, just like writing on a transparent sheet placed over a picture. The original content stays safe and untouched underneath.

  • You can use emojis to show how you feel about a comment.
  • These are quick ways to give feedback, like a 'thumbs up' or 'heart'.

Sources

where this comes from
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