How do I send a document to many signers using Bulk Send?

Go to 'E-Sign' in Acrobat. Select 'Send in bulk'. Upload your document as a parent template. Add recipients manually or import them using a CSV file. Send the request.

What is a 'parent template' in the context of Bulk Send?

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.

If I use Bulk Send, will signers see who else received the document?

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.

Why does Bulk Send require Acrobat Pro or Pro for teams?

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.

What is the difference between sending one document normally and using Bulk Send?

Feature Normal Send Bulk Send. Recipients Few, added individually Many (up to 1,000), added manually or via CSV Privacy Signers may see other recipients if CC'd Each signer gets a private, independent agreement Efficiency Good for small groups Designed for mass e-signature requests, saves time Transaction Count One agreement per send Each child agreement counts as a separate transaction

◆ Acrobat · edit

Bulk send with document generation

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

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1real task

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AI prompts

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AExecute — “help me do it”Show me how to use the API to send out documents...…+

Show me how to use the Adobe PDF Services or Acrobat Sign API to bulk send generated documents with [template], [recipient list], and [custom data] from my code.

when the reply comes backWant help with authentication for the API?

BImprove — “do it better”How can I make my bulk document sending code faster...…+

How can I make my bulk document generation and sending code more efficient or reliable using the Acrobat Sign API? Here is what I have: [paste code or approach].

when the reply comes backNeed tips for handling errors in your bulk send process?

CDecide — “help me choose”Which Acrobat API endpoint should I use for sending...…+

Which Acrobat Sign or PDF Services API endpoint is best for sending many personalized documents at once, and why? My needs: [describe situation].

when the reply comes backCurious how to track document status after sending?

How to do it

the tool · the steps · what to avoid

1
Log in to your Adobe Acrobat Sign account at https://acrobat.adobe.com.
2
Navigate to the E-Sign section and select the option to send documents in bulk.
3
Upload the PDF file you want each recipient to sign.
4
Enter an agreement name and customize the message to recipients if needed.
5
Add recipients by entering their names and email addresses, or upload a CSV file with recipient details for larger lists.
Best practiceUploading a CSV file is the fastest way to add a large number of recipients and reduces manual entry errors.
6
Review your settings and recipients, then send the document for signature.

In the appWith the API

You can track the status of each recipient's agreement individually after sending in bulk from the Manage tab.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page

APIA way for different software to talk to each other automatically.ExampleAn online store uses an API to automatically send shipping details to a delivery service.

Document GenerationCreating new files by filling templates with special data for each person.ExampleThe software uses document generation to create personalized welcome letters for each new client.

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.

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.

FAQ

about this task

You can use the Acrobat Sign API's bulk send feature by preparing a template and a list of recipients with their specific data. Your code fills the template with each person's data, then sends the documents out automatically using the API.

Bulk send lets you send many documents in one API call, saving time and effort. Sending one by one means you have to repeat the process for each recipient, which is slower and harder to manage in code.

Document generation lets you create custom documents for each recipient by filling in their personal details. This way, each person gets a document made just for them, instead of everyone getting the same file.

You should check the API's response for any errors or failed deliveries. Your code can then retry sending to those recipients or log the errors for you to fix later.

Yes, the API lets you check the status of each document you sent. You can use special endpoints to see if a document was delivered, opened, or signed.

Bulk send with document generation

When to use it

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How to do it

Glossary

The real tasks

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FAQ

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