◆ Acrobat · combine

Bulk Send Disclosures

Send the policy change notices in bulk: prepare the disclosure PDF, load the customer [list], send the notices for ack…

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”Send the policy change notices in bulk: prepare the disclosure PDF, load the customer [list],…+
Send the policy change notices in bulk: prepare the disclosure PDF, load the customer [list], send the notices for acknowledgement, and track who has signed or opened the notice by the policy [deadline].
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before sending bulk disclosures, make them less likely to be ignored by customers: ensure the…+
Before sending bulk disclosures, make them less likely to be ignored by customers: ensure the first page clearly states the policy change and required action, personalize with customer [name] and last four account digits, set reminder [cadence] for non-responders, and prepare a report of unacknowledged recipients for follow-up.
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 Adobe Acrobat and sign in to your account.

  2. 2

    Go to the Home screen and select Agree or Send for signature.

  3. 3

    Click on Send to multiple recipients.

  4. 4

    Select Choose files and upload the document you want each recipient to sign.

  5. 5

    Enter an agreement name and customize the message to recipients if needed.

  6. 6

    Click Add recipients and enter the names and email addresses of each person you want to sign the document.

    Best practiceYou can paste a list of email addresses or upload a CSV file for large recipient lists.

  7. 7

    Review the recipient list and document, then click Send to send individual copies for signature.

    NoteEach recipient receives their own unique copy to sign, and you can track the status of each agreement.

You can monitor the status of each recipient’s signature from the Manage tab after sending in bulk.

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

Glossary

words on this page
Bulk SendA feature that lets you send one document to many different people for their signature at the same time.ExampleThe HR department used Bulk Send to distribute the new policy agreement to all employees for their signatures.
CSV fileA type of file you can use to add many recipients at once.ExampleYou can use a CSV file to import all 20 team members as recipients for the project kickoff document.
Audit trailA record that shows who signed and when.

The real tasks

the one, listed here
Bulk-send standard disclosures and notices to a list of customers when a policy change requires acknowledgement.

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task

The main benefit of Bulk Send is saving a lot of time and effort. Instead of sending the same disclosure document individually to each person, you can send it to hundreds or even thousands of people all at once. This makes managing large groups of signers much easier and faster, ensuring everyone gets the correct document quickly.

  • After choosing 'Send in bulk', you can add recipients one by one by typing their names and email addresses.
  • For many recipients, it is faster to upload a CSV file. This file can include names, emails, and even specific details for each person.

No, when you use Bulk Send, each recipient gets their own private copy of the disclosure. Acrobat creates up to 1,000 separate agreements from one parent template. This means signers do not see who else received or signed the document, keeping their information confidential and secure. Each agreement also has its own audit trail.

If you try to use Bulk Send without Adobe Acrobat Pro or Pro for teams, the feature will not be available to you. You will need to upgrade your Adobe Acrobat plan to access and use the Bulk Send functionality. This feature is exclusive to these professional versions.

Each document sent via Bulk Send, even though it starts from one template, creates a unique, independent agreement for every single recipient. Each of these agreements has its own separate audit trail and needs to be managed individually by the system. Because of this, each 'child' agreement is treated as a distinct transaction, counting towards your service limits. It ensures proper tracking and legal validity for every signature.

Sources

where this comes from
Copyright © LLOS.ai · 2026 — original pedagogy, voice, and design — all rights reserved.
Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, forum demand signals.