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Mass Renewal Distribution

Set up a bulk send workflow for annual renewal notices to our enterprise customers so renewals go out on time — create…

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Set up a bulk send workflow for annual renewal notices to our enterprise customers so renewals…+
Set up a bulk send workflow for annual renewal notices to our enterprise customers so renewals go out on time — create the CSV with contacts and schedule the bulk send for [date=August 1st].
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I run the bulk renewal sends, reduce fallout — validate the CSV against our CRM for…+
Before I run the bulk renewal sends, reduce fallout — validate the CSV against our CRM for correct contacts and contract dates, add a variable field for customer-specific renewal terms, test-send to three account managers, and schedule the full bulk send for [date=August 1st] with reminder follow-ups baked in.
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

    Open Adobe Acrobat and sign in to your account.

  2. 2

    Go to the Home screen and select Agree or Send for signature.

  3. 3

    Click on Send to multiple recipients.

  4. 4

    Select Choose files and upload the document you want each recipient to sign.

  5. 5

    Enter an agreement name and customize the message to recipients if needed.

  6. 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. 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.

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
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.

The real tasks

the one, listed here
Set up a bulk send workflow for mass renewal notices so enterprise customers get consistent renewal contracts on time.

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task

When you send one e-signature request, you send a document to a few specific people. 'Send in Bulk' lets you send the same document to many people at once, up to 1,000. Each person still gets their own private copy to sign, which is good for privacy and tracking.

  • Create a CSV file with recipient details.
  • Upload this CSV file when setting up your 'Send in Bulk' request.
  • The CSV can also set specific roles or field values for each person.

Adobe Acrobat says 'each child is a separate agreement' to make sure you understand that every person who signs gets their own unique document. This is important for legal reasons, as each signature needs its own audit trail. It also means each document counts against your total agreement limit, so plan your usage carefully.

Yes, 'Send in Bulk' is a good choice for sending 500 annual policy updates. It lets you use one main document to create and send 500 individual policy agreements quickly. Remember that each of these 500 will count as a separate agreement towards your plan's limits.

  • You need Adobe Acrobat Pro.
  • You can also use Adobe Acrobat Pro for teams.
  • This feature is not available in the standard or free versions of Acrobat.

Sources

where this comes from
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