I need to send standard engagement letters to [N=10] new clients and attach evidence files so onboarding can start tom…
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 your main document that you want everyone to sign. When you use Send in Bulk, this one template is used to make many separate documents, called child agreements, for each person who needs to sign. This saves you time because you only set up the document once.
No, when you use Send in Bulk, each signer receives their own private document. These are called 'child agreements'. Signers will not see the names or information of other people who also received the document. Each child agreement has its own separate audit trail for privacy and security.
Send in Bulk is a powerful feature designed for professional use, allowing you to manage and send up to 1,000 unique agreements at once. This advanced capability requires the higher-tier Acrobat Pro or Pro for teams subscriptions because it involves complex processing and management of multiple independent documents and audit trails. Standard Acrobat does not include this feature.
Using a CSV file is very helpful for Send in Bulk because it lets you add many signers at once without typing each name. More than that, a CSV file can also include extra details for each signer, like their specific role, how they should authenticate, or even default values for fields in their document. This makes the process faster and more accurate for large groups.