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Bulk Renewal Dispatch

I need to set up an automated bulk send for routine supplier agreements so renewals go out on schedule. Outline a prag…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

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CDecide — “help me choose”I need to set up an automated bulk send for routine supplier agreements so renewals go out on…+
I need to set up an automated bulk send for routine supplier agreements so renewals go out on schedule. Outline a pragmatic plan this week: what to include in the package, how to stamp versions, what metadata must be present for tracking, and the minimal verification steps before automation runs. Warn me of any obvious traps that cause duplicate or missing sends.
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
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.
CSV FileA simple text file that holds data in a table, often used to list many recipients.

The real tasks

the one, listed here
Renewal season: supplier agreements need to go out in bulk and I can't run manual sends.

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task
  1. First, go to the E-Sign menu in Acrobat.
  2. Select 'Send in bulk' to start the process.
  3. Upload your main document, which will become the parent template.
  4. Add all your signers, either manually or by uploading a CSV file.
  5. Acrobat will then create and send a unique document to each person.

A child agreement is a separate, unique document created for each signer when you use Bulk Send. It matters because each child agreement has its own audit trail, meaning you can track each signer's actions independently. Also, each child agreement counts as a separate transaction, which is important for understanding your usage limits.

No, when you use Bulk Send, signers will not see each other's information. Each person receives their own independent child agreement. This ensures privacy and keeps each signing process separate, even though they all came from the same parent template.

Using a CSV file for Bulk Send is much faster and more efficient when you have many recipients. Beyond just adding names, a CSV allows you to define roles for each signer, set up different authentication methods, and even pre-fill default field values specific to each recipient. This saves a lot of time and reduces errors compared to manual entry for large groups.

FeatureOne Document to Multiple SignersBulk Send
PurposeOne document, many people sign the SAME document.One document template, many people sign their OWN copy.
PrivacySigners might see others who signed or need to sign.Signers do NOT see each other; each gets a private copy.
AgreementsCounts as one agreement.Each signer's document is a separate agreement.
MethodStandard e-signature request.Specific 'Send in bulk' option with parent/child templates.

Sources

where this comes from
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