◆ Acrobat · convert

Bulk Send KYC

Create a KYC request template and bulk-send it to the counterparty list in our onboarding tracker so each recipient re…

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”Create a KYC request template and bulk-send it to the counterparty list in our onboarding…+
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.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before bulk sending, make KYC uptake faster: ensure the template highlights three mandatory…+
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.
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
Parent TemplateA single document used to create many individual agreements.ExampleA standard sales contract is used as a base to generate unique agreements for each customer.
Child AgreementA single, separate document created from a parent template for one person.ExampleEach new employee receives a unique child agreement generated from the standard employment contract template.
CSVA simple file type that holds data in a table, often used to add many signers at once.ExampleThe event organizer uploaded a CSV of attendee names to quickly add them as signers for the waiver.

The real tasks

the one, listed here
Set up a template and bulk send the standard KYC request to a list of counterparties so onboarding isn't manual.

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task
  1. Open Acrobat Pro and go to 'E-Sign'.
  2. Select 'Send in bulk'.
  3. Upload your document, which becomes the parent template.
  4. Add all your recipients, either manually or by uploading a CSV file.
  5. Send the document. Acrobat creates a unique child agreement for each signer, keeping their information private from others.

When you use 'Send in Bulk', Acrobat takes your main document (the parent template) and makes a separate, independent copy for each person you send it to. Each of these individual copies is called a 'child agreement'. Each child agreement has its own audit trail, meaning its own record of who signed and when.

Yes, sending a KYC form to 750 clients using 'Send in Bulk' will count as 750 separate agreements. Each 'child agreement' created for an individual client uses up one transaction from your plan. You should check your Acrobat Pro or Pro for teams plan to ensure you have enough transactions available before sending.

Using a CSV file to add recipients for bulk sending is much faster and more efficient when you have many people. It also allows you to include more details for each recipient, such as their role, authentication methods, and even specific default field values for their document. This saves time and reduces errors compared to typing everything manually for each person.

You can generate up to 1,000 independent child agreements from one parent template when using the 'Send in Bulk' feature. This allows you to efficiently send a single document to a large group of people, with each person receiving their own unique copy for signing.

Sources

where this comes from
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