◆ Acrobat · organize

Enforce Discoverability

Decide retention rules and implement them: define which personnel records to keep for three, seven, and permanently, a…

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”Decide retention rules and implement them: define which personnel records to keep for three,…+
Decide retention rules and implement them: define which personnel records to keep for three, seven, and permanently, apply standardized file names and add Bates numbering to existing records, and create a reusable library template for incoming records by the [deadline=end of month].
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before rollout, make files discoverable for audits: list roles and exact record types with…+
Before rollout, make files discoverable for audits: list roles and exact record types with retention periods, implement naming conventions including date and employee ID, batch-apply Bates numbers to legacy files, set access policies on the library template, and circulate the retention map to HR, Legal, and IT for alignment.
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

    Sign in to the Adobe Admin Console with administrator credentials.

  2. 2

    Navigate to the Settings section and select Policies.

  3. 3

    Create or edit a policy for PDF document management.

  4. 4

    Define rules for which PDF files should be indexed for search, specifying locations, file types, and any exclusions.

    CautionEnsure sensitive or restricted PDFs are excluded from indexing to maintain compliance with data privacy regulations.

  5. 5

    Set storage policies for indexed PDF files, including retention periods and storage locations.

  6. 6

    Configure access permissions for indexed PDFs, specifying which user groups or roles can search, view, or export indexed results.

  7. 7

    Enable or enforce PDF search indexing across the organization by applying the policy to all relevant users or groups.

  8. 8

    Communicate the new indexing, storage, and access policies to all affected users.

    Best practiceRegularly review and update indexing policies to accommodate changes in organizational structure or compliance requirements.

You can monitor the effectiveness of your indexing policy by reviewing search logs and user feedback within the Acrobat Admin Console.

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

Glossary

words on this page
IndexA special file that helps you search for words very quickly in many PDFs at once.ExampleThe index allowed me to find every mention of 'project budget' across hundreds of documents instantly.
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.
Full-text indexA special file that lists every word in a collection of documents to make searching very fast.ExampleThe full-text index made searching for keywords across all archived emails almost instantaneous.

The real tasks

the one, listed here
Decide which personnel records must be retained, then implement retention and naming rules so files are consistently discoverable.

Who does this

3 roles
IT AdministratorDocument Management SpecialistCompliance Officer

FAQ

about this task
  1. Open your PDF in Acrobat.
  2. Find the Search toolbar or Search window.
  3. Type your words and press Enter to find them in the document.

A PDF index is like a super-fast map for all the words in your PDF files. It matters because without it, Acrobat has to read every single file each time you search, which takes a long time for many documents. An index lets Acrobat find information almost instantly across your whole collection.

  1. Use Acrobat Pro's 'Catalog' feature to create a full-text index for all your manuals.
  2. This builds a .pdx file that acts as a central search guide.
  3. Once the index is made, use it to search across all your manuals at once.
  4. This method is much faster than opening and searching each manual separately.
Regular SearchSearch with Catalog Index
Searches one PDF at a time.Searches many PDFs at once.
Can be slow for many files.Very fast, even for large collections.
Covers body text, layers, form fields, signatures.Covers all of the above, plus comments, bookmarks, tags, metadata, and attachments.

You should use 'Catalog' because it saves a lot of time and gives you better results. Searching each PDF separately is slow and might miss information in comments or attachments. 'Catalog' builds one index for everything, making your searches across many files almost instant and much more complete, covering all parts of your documents.

Sources

where this comes from
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