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Bulk Acknowledgment Setup

HR wants every staff member to acknowledge a revised policy and we have 320 employees. I’ve never run a bulk acknowled…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”HR wants every staff member to acknowledge a revised policy and we have 320 employees. I’ve…+
HR wants every staff member to acknowledge a revised policy and we have 320 employees. I’ve never run a bulk acknowledgment before and the deadline is seven days. I’m worried I’ll misconfigure it and HR will say I lost signatures. Tell me whether to use a bulk send with individual e-sign or a routed batch with grouped receipts, point out the single biggest failure mode I must avoid, and give me the exact short note to include so staff know what to do and why it matters.
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

    Log in to the Adobe Acrobat Sign web portal as an account or group admin.

  2. 2

    Navigate to the Account or Group settings area, depending on whether you want to configure settings at the account or group level.

  3. 3

    Select Send Settings from the navigation menu.

  4. 4

    Locate the Send in Bulk or Send in Bulk (SiB) section.

  5. 5

    Enable or disable the bulk send feature for the account or specific group by toggling the appropriate setting.

    CautionDisabling bulk send at the account level will prevent all users from accessing this feature.

  6. 6

    To restrict access to specific users or groups, assign users to groups with the desired bulk send permissions.

    Best practiceUse groups to manage permissions efficiently when you have multiple users with different bulk send needs.

  7. 7

    Adjust any additional bulk send settings, such as recipient restrictions or sending limits, as required for compliance or organizational policy.

    Best practiceFor best deliverability, consider limiting the number of bulk sends per hour to avoid email blacklisting.

  8. 8

    Save your changes before exiting the settings area.

You can manage which users or groups have access to bulk send features directly from the admin console under Send Settings.

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.
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.
CSV FileA simple text file that holds data in a table, often used to list many recipients.

The real tasks

the one, listed here
I’ve been asked to set up bulk acknowledgments for a new policy and HR needs returns fast.

Who does this

3 roles
IT AdministratorAdobe Acrobat Sign Account AdminCompliance Manager

FAQ

about this task
  1. Go to 'E-Sign' in Acrobat.
  2. Select 'Send in bulk'.
  3. Upload your document as a parent template.
  4. Add recipients manually or import them using a CSV file.
  5. Send the request.

A parent template is the original document you upload for Bulk Send. It acts as the master copy from which up to 1,000 unique, separate agreements are created for each signer. This ensures all signers get the same document but their signatures are kept private.

No, signers will not see who else received the document. Bulk Send creates independent child agreements for each recipient. Each agreement has its own audit trail, ensuring privacy and that signers only interact with their specific document.

Bulk Send is a powerful feature designed for mass e-signature requests, which involves creating and managing many separate agreements. This advanced functionality requires the capabilities and licensing of Acrobat Pro or Pro for teams to ensure proper tracking, security, and support for high volume transactions.

FeatureNormal SendBulk Send
RecipientsFew, added individuallyMany (up to 1,000), added manually or via CSV
PrivacySigners may see other recipients if CC'dEach signer gets a private, independent agreement
EfficiencyGood for small groupsDesigned for mass e-signature requests, saves time
Transaction CountOne agreement per sendEach child agreement counts as a separate transaction

Sources

where this comes from
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