The moments that lead here
If one of these is your afternoon, you are in the right place.
Collect signed income and ID documents from borrowers and store them in the file so the credit analyst has everything to verify.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Collect signed income and ID documents from borrowers [borrowers=James and Aisha]: attach their…
Execute — do the immediate task
+Collect signed income and ID documents from borrowers [borrowers=James and Aisha]: attach their signed W-2s and driver's licenses to the loan file, save the completed package to SharePoint under [loan=Loan 2026-045] so the credit analyst has everything to verify.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Make it easy for the credit analyst to verify [borrowers=James and Aisha]'s income: label each…
Improve — make it easier to accept
+Make it easy for the credit analyst to verify [borrowers=James and Aisha]'s income: label each attached document with borrower name and document type, ensure signatures are visible, combine into one PDF and save the final package to SharePoint [loan=Loan 2026-045] with an attachments index page.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Who does this, and with what
The same task is different work inside a different job.
Loan OfficerAdobe Acrobat ProSharePointalso: Collect Signed Income/ID Docsalso: Provide Analyst Package
Next to this one
Other send work people do in Adobe Acrobat.
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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Same library, five ways in.