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Undefined Permit Retention Rules

Finance announced an audit and I discovered our permits and contracts from last year are scattered. I need to set rete…

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CDecide — “help me choose”Finance announced an audit and I discovered our permits and contracts from last year are…+
Finance announced an audit and I discovered our permits and contracts from last year are scattered. I need to set retention and folder rules now so completed contracts and permits are archived and discoverable. I am cautious about over‑restricting access. Recommend the minimal retention rules and folder structure that satisfy auditors but keep project teams able to work, list any metadata fields I must capture, and give the short instruction I can send to the office to implement it. [ladder=L4]
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

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Audit next week and I haven't set retention rules for last year's permits

Who does this

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Architectural Project Manager

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Acrobat — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.