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Inconsistent Bulk Sends

Over the past year I’ve managed five bulk acknowledgment events and each required manual reconciliation and follow-up.…

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When to use it

real situations

AI prompts

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DBecome — “help me grow”Over the past year I’ve managed five bulk acknowledgment events and each required manual…+
Over the past year I’ve managed five bulk acknowledgment events and each required manual reconciliation and follow-up. Recommend one repeatable bulk-acknowledgment workflow that scales to 500 staff, reduces manual tracking, and preserves audit trails. Explain how to template it, which fields to lock down, and one governance step so managers stop requesting one-off exceptions.
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

    Log in to Adobe Acrobat on the web or Adobe Acrobat Sign.

  2. 2

    Navigate to the Documents or Manage page, depending on your interface.

    Best practiceYou can quickly access all your bulk send activity by selecting the Bulk sends filter on the Documents tab.

  3. 3

    From the left pane, select Bulk sends to view all bulk send transactions.

  4. 4

    Locate and select the bulk send transaction (parent template) you want to monitor or manage.

  5. 5

    Review the status of each individual agreement in the batch; statuses such as Sent, Viewed, Signed, or Cancelled will be displayed.

    NoteYou can track each recipient's progress separately within the same bulk send batch.

  6. 6

    To resend an agreement to a specific recipient, select the individual agreement and choose the option to resend.

    Best practiceIf a recipient missed the original email, resending can help ensure timely completion.

  7. 7

    To cancel an individual agreement, select it and choose the cancel option.

  8. 8

    To cancel the entire bulk send batch, select the parent transaction and choose the cancel option from the menu.

    CautionCancelling the parent transaction will void all outstanding agreements in the batch.

  9. 9

    To download all completed agreements in a batch, select the parent transaction and choose the download option.

    Best practiceDownloading all completed agreements at once can save time when archiving or sharing signed documents.

You can monitor the status of each recipient’s agreement in real time from the Bulk sends section.

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

Glossary

words on this page
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.
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.

The real tasks

the one, listed here
We do ad hoc bulk sends but they never look or behave consistently across campaigns.

Who does this

3 roles
HR ManagerContract AdministratorOffice Coordinator

FAQ

about this task
  1. Open your document in Acrobat Pro.
  2. Go to 'E-Sign' and select 'Send in bulk'.
  3. Add your recipients. Acrobat automatically creates a separate 'child agreement' for each person, ensuring their document is unique and private.

The main purpose of Bulk Send is to save time and effort when you need to get e-signatures from many people on the same document. Instead of sending each document individually, you can set up one 'parent template' and send it to up to 1,000 recipients at once. This makes the process much faster and more efficient for mass e-signature requests.

No, when you use Bulk Send, each of the 500 recipients will receive their own independent 'child agreement'. This means signers will not see each other's email addresses, names, or signatures. Each agreement has its own audit trail, keeping the signing process private and secure for every individual involved.

A CSV (Comma Separated Values) file is required for advanced Bulk Send options because it allows you to quickly and accurately provide detailed information for many recipients at once. With a CSV, you can define specific roles for each signer, set up authentication methods, and even pre-fill default field values for individual recipients, streamlining the entire process for large groups.

FeatureNormal SendBulk Send
RecipientsUsually one or a few specific people.Many people (up to 1,000) at once.
ProcessSet up each recipient individually.Use one 'parent template' for all, often with a CSV file.
PrivacyRecipients might see others in the CC/BCC.Each signer gets a private, independent agreement; they don't see others.
Use CaseSpecific, targeted e-signature requests.Mass e-signature requests for policies, forms, or consents.

Sources

where this comes from
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