How do I use a CSV file to add recipients for Send in bulk in Adobe Acrobat?

Make a CSV file with each recipient’s details in the right columns. Include roles, authentication, and any default values you want for each person. Upload the CSV when you choose recipients in the Send in bulk process. Check that all information is correct before sending.

If my company needs 1,200 people to sign, what happens if I use Send in bulk?

Send in bulk can only handle up to 1,000 people at once. You would need to split your list and send in two or more batches. Each agreement counts as a separate transaction, so check your limits first.

How is Send in bulk different from sending one document to several people using CC?

Send in bulk CC (carbon copy). Each person gets their own agreement to sign. Everyone gets the same document, but only for viewing. Signers do not see each other. All recipients can see the full list of CCs. Each agreement has its own audit trail. No separate audit trail for each person.

Manage Bulk Send Templates in Adobe Acrobat — How-to & AI prompts

AI prompts

3 ways to ask · copy any one

AExecute — “help me do it”We’re sending renewal notices to [N=86] clients next Monday. Add two automated reminders to the…+

We’re sending renewal notices to [N=86] clients next Monday. Add two automated reminders to the bulk send template: one three days before [deadline] and one on the [deadline], so account managers get alerted if recipients haven’t signed.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

BImprove — “do it better”Account managers will blame reminders that are too frequent or unclear. Update the bulk send…+

Account managers will blame reminders that are too frequent or unclear. Update the bulk send template for [N=86] renewals to include one polite reminder three days before the deadline and one final reminder on the deadline, customize the reminder copy to include the account manager’s name, and test for duplicates so clients don’t receive more than two emails.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

CDecide — “help me choose”We have [N=86] renewal notices scheduled and last time [clients] complained about too many…+

We have [N=86] renewal notices scheduled and last time [clients] complained about too many reminders. I’m unsure whether two reminders is appropriate or if a single final reminder reduces annoyance while keeping sign rates high. Advise on the optimal reminder cadence for renewal sends, include recommended timing and tone for the reminder emails, and explain how to configure the template so [role=account managers] can pause reminders per [client] if needed before I finalize the bulk send.

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
Sign in to Adobe Acrobat on the web and go to the home page.
2
Hover over the E-Sign section and select Send in bulk.
3
In the Send as Bulk window, select Choose files and upload the agreement template you want to use as the parent.
4
Enter an agreement name and customize the message to recipients as needed.
5
Select Add Recipients and enter the names and email addresses for all recipients, or upload a CSV file with recipient details if you have many.
Best practiceUploading a properly formatted CSV file can save time and reduce errors when sending to large recipient lists.
6
Review the agreement settings and make any necessary adjustments, such as authentication or reminders.
7
Click Send to initiate the bulk send; Acrobat will generate individual child agreements for each recipient, all tracked under the parent template.
NoteEach recipient receives a unique, trackable copy of the agreement to sign independently.

In the appWith the API

You can track the status of each child agreement and the overall parent transaction in the Bulk sends section under Documents.

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

The real tasks

all 2, listed here

Add reminders to a send in bulk template on the manage

Renewal batch ready but past campaigns triggered complaint about reminder frequency.

FAQ

about this task

Make a CSV file with each recipient’s details in the right columns.
Include roles, authentication, and any default values you want for each person.
Upload the CSV when you choose recipients in the Send in bulk process.
Check that all information is correct before sending.

A parent template is the main document that you send to many people for signing. It is important because it keeps the content the same for everyone and helps you manage many agreements at once.

Send in bulk can only handle up to 1,000 people at once.
You would need to split your list and send in two or more batches.
Each agreement counts as a separate transaction, so check your limits first.

Send in bulk	CC (carbon copy)
Each person gets their own agreement to sign.	Everyone gets the same document, but only for viewing.
Signers do not see each other.	All recipients can see the full list of CCs.
Each agreement has its own audit trail.	No separate audit trail for each person.

Each child agreement is a separate legal document with its own audit trail and signature process. Because each is tracked and managed on its own, Adobe Acrobat counts each one as a transaction. This helps you keep records for each signer but also means your transaction limit can be used up quickly if you send to many people.

Manage Bulk Send Templates

When to use it

AI prompts

How to do it

Glossary

The real tasks

FAQ

Sources

Adobe help