◆ Acrobat · organize

Share Monthly Cashflow

Share the attached monthly cash-flow statements with the heads of Sales, Operations, and HR by Tuesday so they can act…

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”Share the attached monthly cash-flow statements with the heads of Sales, Operations, and HR by…+
Share the attached monthly cash-flow statements with the heads of Sales, Operations, and HR by Tuesday so they can act on shortfalls before next payroll; convert the Excel and Word exhibits to one PDF and confirm totals are unchanged before sending.
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 send this to Jake in Sales, Maria in Operations, and Leila in HR, make it easy to act…+
Before I send this to Jake in Sales, Maria in Operations, and Leila in HR, make it easy to act on shortfalls — surface the projected payroll gap on page one, append a one-page action checklist, and bookmark each department’s schedule so reviewers can jump to their section.
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 the PDF document you want to share for review in Adobe Acrobat.

  2. 2

    Select the option to share the document for review by clicking the Share button in the toolbar or right-hand panel.

  3. 3

    Choose the method for sharing, such as selecting an option to invite people or generate a link for reviewers.

  4. 4

    Enter the email addresses of your reviewers, or copy and share the generated link as needed.

  5. 5

    Set any desired permissions or deadlines for the review process.

  6. 6

    Send the invitation or share the link to begin the shared review.

Reviewers can add comments directly in the shared PDF, and you will see their feedback in real time within Acrobat.

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

Glossary

words on this page
ReviewerA person who reads and adds comments to a shared PDF document.ExampleAs a reviewer, he highlighted several sections in the document that needed clarification.
Public LinkA web address you can share with anyone so they can see and comment on your document.ExampleYou send a public link to your team so they can review and add comments to the report.
CommentsShort notes or feedback added to a document without changing the main text.ExampleYour colleagues added short notes and suggestions to your presentation slides without changing the content.

The real tasks

the one, listed here
Share monthly cash-flow statements with department heads so they can act on shortfalls before payroll runs out.

Who does this

3 roles
Project ManagerGraphic DesignerMarketing Coordinator

FAQ

about this task
  1. Open the PDF you want to share in Acrobat.
  2. Click 'Share' on the top bar.
  3. Choose to share with a public link or specific people.
  4. Acrobat will send your PDF for review.

Share for Review automatically collects all comments from different people into one single PDF file. This is very helpful because you do not have to combine many separate marked-up PDFs by hand. It saves you time and makes managing feedback much easier, ensuring no comments are missed.

Yes, your team members can still add comments. Reviewers only need to sign in to their Adobe account (which can be a free account) to comment on the shared PDF. They do not need a full Adobe Acrobat license to participate in the review process, making it easy for everyone to contribute feedback.

You can track the progress of your Shared Review in Adobe Acrobat. Go to the 'Shared by you' section within Acrobat. This area shows you the status of all documents you have shared and lets you see which reviewers have responded and added their comments.

Using 'Share for Review' is important because it simplifies collecting feedback from many people. Instead of getting many separate PDF files with comments, all feedback is automatically merged into one central document. This prevents the confusion of reconciling different versions and ensures you have a single, complete record of all comments, making the review process much smoother.

Sources

where this comes from
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