◆ Acrobat · edit

Design Bulk Distribution

Set up a bulk distribution for the approved reporting package so all regional managers receive the same package at onc…

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”Set up a bulk distribution for the approved reporting package so all regional managers receive…+
Set up a bulk distribution for the approved reporting package so all regional managers receive the same package at once, attach the signed cover memo, and schedule delivery for [deadline=9am Monday]—confirm recipient list and final package before sending.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before mass distribution, reduce confusion and bouncebacks—create a personalized cover that…+
Before mass distribution, reduce confusion and bouncebacks—create a personalized cover that names each region's key metrics, include a one-click link to report corrections, and validate that manager email lists match [source=HR's active list] so the package doesn't land in old inboxes.
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.
CSV FileA simple text file that holds data in a table, often used to list many recipients.

The real tasks

the one, listed here
Design a bulk distribution process so all regional managers get the approved reporting package at once

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task
  1. Go to 'E-Sign' and select 'Send in bulk'.
  2. Upload your document to be the 'parent template'.
  3. Add your signers' email addresses, either manually or by uploading a CSV file.
  4. The system creates separate 'child agreements' for each signer, keeping their information private.

A 'parent template' is the single original document you set up with fields for signatures and information. When you use 'Send in Bulk', Acrobat takes this parent template and makes a unique 'child agreement' for each person you send it to. Each child agreement is independent, meaning it has its own audit trail and signers cannot see who else received the document. This ensures privacy and individual tracking.

Yes, 'Send in Bulk' can handle sending to many people. It can generate up to 1,000 independent agreements from one parent template. This means it is suitable for your need to send to 500 people. Remember that each of these 500 agreements will count towards your transaction limits.

'Send in Bulk' is an advanced feature designed for professional use. It requires 'Acrobat Pro' or 'Pro for teams' because it handles complex tasks like generating many individual agreements and managing audit trails for each one. Standard Acrobat versions do not include this capability.

  • Adds recipients quickly: You can list many signers in one file instead of typing each name.
  • Sets roles: You can define who does what for each signer directly in the CSV.
  • Manages authentication: You can specify how each signer proves their identity.
  • Applies default field values: You can pre-fill certain fields for specific signers, saving time and reducing errors.

Sources

where this comes from
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