The moments that lead here
If one of these is your afternoon, you are in the right place.
Set up a template and bulk send the standard KYC request to a list of counterparties so onboarding isn't manual.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Create a KYC request template and bulk-send it to the counterparty list in our onboarding tracker…
Execute — do the immediate task
+Create a KYC request template and bulk-send it to the counterparty list in our onboarding tracker so each recipient receives the request and we capture their responses electronically.
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
+Before bulk sending, make KYC uptake faster: ensure the template highlights three mandatory…
Improve — make it easier to accept
+Before bulk sending, make KYC uptake faster: ensure the template highlights three mandatory documents up front, prefill counterparty name and reference from the onboarding tracker, add clear due date and contact for questions, and run a small test send to two known counterparties to confirm delivery behavior.
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.
Financial AnalystAdobe Acrobat ProDocuSignalso: Template KYC Requestalso: Automate Onboarding Requests
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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The rest of the map
Same library, five ways in.