Set up a bulk distribution for the approved reporting package so all regional managers receive the same package at onc…
Open Adobe Acrobat and sign in to your account.
Go to the Home screen and select Agree or Send for signature.
Click on Send to multiple recipients.
Select Choose files and upload the document you want each recipient to sign.
Enter an agreement name and customize the message to recipients if needed.
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.
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.
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.