How do I add many recipients to a Bulk Send request?

After selecting 'Send in bulk', you can add recipients manually by typing their names and emails. For many recipients, upload a CSV file. This file can also include roles, authentication methods, and specific field values for each signer.

Configure Bulk Send in Adobe Acrobat — How-to & AI prompts

AI prompts

2 ways to ask · copy any one

AExecute — “help me do it”Configure a bulk send process to notify property owners with outstanding violations, schedule…+

Configure a bulk send process to notify property owners with outstanding violations, schedule the first notice for [start=next Monday], and include two standard reminders at [days1=7]- and [days2=14]-day intervals.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

BImprove — “do it better”Set up the bulk notice workflow so recipients can't claim they weren't warned: use the…+

Set up the bulk notice workflow so recipients can't claim they weren't warned: use the department's official notice text, personalize with property address and violation ID, schedule the initial notice for [deadline=next Monday], add reminders at [days=7] and [days=14], and log delivery status to the enforcement tracker for audit.

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
Log in to the Adobe Acrobat Sign web portal as an account or group admin.
2
Navigate to the Account or Group settings area, depending on whether you want to configure settings at the account or group level.
3
Select Send Settings from the navigation menu.
4
Locate the Send in Bulk or Send in Bulk (SiB) section.
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
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
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
Save your changes before exiting the settings area.

In the appWith the API

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

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.

Audit TrailA record of all actions taken on a document, like who signed and when.ExampleThe audit trail showed that the document was signed by three different people last Tuesday.

The real tasks

the one, listed here

Configure a bulk send process with standard reminders so property owners receive repeated notice of outstanding violations.

FAQ

about this task

Normal e-signature requests are for one or a few specific signers on a single document. Bulk Send lets you send one document to up to 1,000 different signers at once, creating a unique agreement for each person. This saves time when you have many people who need to sign the same document.

After selecting 'Send in bulk', you can add recipients manually by typing their names and emails.
For many recipients, upload a CSV file. This file can also include roles, authentication methods, and specific field values for each signer.

Each child agreement has its own audit trail to ensure legal validity and provide a clear record for every individual signer. This means you have specific proof of who signed which document and when, without signers seeing each other's actions. It maintains privacy and accountability for each unique transaction.

Bulk Send requires Acrobat Pro or Pro for teams. If you do not have one of these subscriptions, you will likely not be able to access the 'Send in bulk' feature. You would need to upgrade your Acrobat plan to use this function.

No, signers cannot see each other when you use Bulk Send. Each signer receives an independent child agreement, and their signing process is private. This ensures confidentiality and prevents signers from knowing who else received the document.

Configure Bulk Send

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources

Adobe help