Our clinic has [count=28] new referrals after the outreach event and I need to bulk-send the standard [packet=intake a…
Open Adobe Acrobat and sign in to your account.
Go to the Home screen and select Agree or Send for signature.
Click on Send to multiple recipients.
Select Choose files and upload the document you want each recipient to sign.
Enter an agreement name and customize the message to recipients if needed.
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.
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.
A parent template is the original document you create. It is like a master copy. Child agreements are the many individual copies made from that parent template. Each child agreement goes to one signer and has its own separate record, ensuring privacy and unique tracking for each person.
Yes, 'Send in Bulk' is designed for this. It can create up to 1,000 separate documents from one main template. This saves a lot of time compared to sending each one individually. You can use a CSV file to quickly add all 500 recipients and even pre-fill some information for each person.
'Send in Bulk' is an advanced feature that handles many documents and signers at once. This capability requires the extra tools and services found only in Acrobat Pro or Pro for teams subscriptions, which are designed for professional and business use.
'Send in Bulk' creates separate 'child agreements' for each signer. This means each person receives their own unique document. Each child agreement has its own audit trail and is managed independently, so signers only see their own specific document and cannot access or view information related to other signers.