◆ Acrobat · edit

Manage Bulk Agreements

I need to send the new vendor compliance form to [N=120] subcontractors and collect signatures within [days=10]. Prepa…

3ready prompts
1real task

When to use it

real situations

AI prompts

3 ways to ask · copy any one
AExecute — “help me do it”I need to send the new vendor compliance form to [N=120] subcontractors and collect signatures…+
I need to send the new vendor compliance form to [N=120] subcontractors and collect signatures within [days=10]. Prepare a bulk sending list, attach the form as one PDF, set a [expiry=ten‑day] expiry, and include a two‑line instruction asking each vendor to sign and return.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Procurement will reject anything that looks like a template. The recipients are busy site…+
Procurement will reject anything that looks like a template. The recipients are busy site managers who ignore long emails. Prepare the bulk send so each subcontractor sees their company name on the opening line, set automated reminders at day [day1=3] and day [day2=7], and include a one‑sentence consequence for missing the deadline to increase responses.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
CDecide — “help me choose”We must collect signed compliance forms from [N=120] subcontractors within [days=10] but last…+
We must collect signed compliance forms from [N=120] subcontractors within [days=10] but last time only 60% responded and on‑site work was delayed. Should I send the form to everyone at once with reminders, stagger the batches by [region], or ask regional leads to pre‑confirm before sending? Explain the tradeoffs in speed vs. completion, the likely impact on on‑site starts, and recommend the fastest approach that avoids rework and escalations. Include the text for the first bulk message.
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
Parent templateThis is one main document you create that will be used to make many copies.
CSV fileA type of file you can use to add many recipients at once.ExampleYou can use a CSV file to import all 20 team members as recipients for the project kickoff document.
Audit trailA record that shows who signed and when.

The real tasks

the one, listed here
Compliance form needed across 120 subs; response rate uncertain.

FAQ

about this task
  1. Open E-Sign and choose Send in bulk.
  2. Pick your document as the parent template.
  3. Add recipients manually or upload a CSV file.
  4. Set any needed roles or authentication.
  5. Review and send the agreements.

A parent template is the main file you want everyone to sign. When you use Send in bulk, this template is copied for each recipient. Each person gets their own agreement to sign, which keeps their information private and gives you a separate record for every signer.

If you upload a CSV with 500 names, Send in bulk creates 500 separate agreements. Each person gets their own copy to sign, and you can track each one. This is helpful for big groups, but remember each agreement counts toward your transaction limit.

Send in bulkSingle group agreement
Each person gets their own copy to sign.Everyone signs the same document together.
Signers don’t see each other’s info.All signers’ names may be visible.
Each agreement has its own audit trail.One audit trail for the whole group.

Every time you send a document for signature, it is counted as one transaction. In Send in bulk, each recipient gets a separate agreement, so if you send to 100 people, that uses 100 transactions. This helps Adobe keep track of usage and makes sure each signer’s document is private and secure.

Sources

where this comes from
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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, forum demand signals.