◆ Acrobat · sign

Assemble Borrower File

Collect signed income and ID documents from borrowers [borrowers=James and Aisha]: attach their signed W-2s and driver…

2heights
2tasks
1roles do it
See the prompt↓More sign workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Collect signed income and ID documents from borrowers [borrowers=James and Aisha]: attach their…+
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.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Make it easy for the credit analyst to verify [borrowers=James and Aisha]'s income: label each…+
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.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Collect signed income and ID documents from borrowers and store them in the file so the credit analyst has everything to verify.

Who does this

1 roles
Loan Officer

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.