How do I make sure that each recipient gets their correct information in a bulk send?

First, create your parent template with fields for variable information. Next, prepare a CSV file. This file should have columns for each recipient's name, email, and any specific data (like an account number or address) that needs to go into the template fields. When you upload the CSV during the bulk send process, Acrobat Sign will match the column headers to your template fields. This fills in the correct information for each child agreement automatically.

Maintainable Bulk Distribution in Adobe Acrobat — How-to & AI prompts

AI prompts

1 way to ask · copy any one

DBecome — “help me grow”We've been sending updates manually and it wastes two days per month. Identify the recurring…+

We've been sending updates manually and it wastes two days per month. Identify the recurring breakdowns in our bulk-send process — version confusion, missing metadata, wrong recipients — and prescribe one automation plus one governance rule to eliminate those recurring errors and free up a map technician's two-day task each month.

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
Open Adobe Acrobat and sign in to your account.
2
Go to the Home screen and select Agree or Send for signature.
3
Click on Send to multiple recipients.
4
Select Choose files and upload the document you want each recipient to sign.
5
Enter an agreement name and customize the message to recipients if needed.
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
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.

In the appWith the API

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.

Who does this

3 roles

HR ManagerContract AdministratorOffice Manager

FAQ

about this task

When you send one document to many signers, all signers see the same document and often each other. Send in Bulk creates a separate, private document for each signer from a single template. This means each signer's agreement is unique and has its own audit trail, ensuring privacy and individual tracking.

First, create your parent template with fields for variable information.
Next, prepare a CSV file. This file should have columns for each recipient's name, email, and any specific data (like an account number or address) that needs to go into the template fields.
When you upload the CSV during the bulk send process, Acrobat Sign will match the column headers to your template fields. This fills in the correct information for each child agreement automatically.

An audit trail for each child agreement is important because it provides a clear, legal record of who signed what and when. Since each agreement is independent, a unique audit trail proves the validity and history of each individual signature process. This is crucial for legal compliance and dispute resolution, ensuring each signer's actions are recorded separately.

Yes, Send in Bulk is designed for this. It can create up to 1,000 independent child agreements from one parent template. So, sending to 500 people is well within its capabilities. Just make sure you have enough transaction limits for 500 agreements.

If you do not have Acrobat Pro or Pro for teams, you will not be able to use the Send in Bulk feature. This feature is only available with these specific versions of Adobe Acrobat. You would need to upgrade your subscription to access it.

Maintainable Bulk Distribution

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources

Adobe help