◆ Acrobat · edit

Repeatable Bulk-Send Setup

I want to automate sending updated parcel maps to ten county clerks with an acknowledgement request, but past bulk sen…

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1real task
3roles

When to use it

real situations

AI prompts

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DBecome — “help me grow”I want to automate sending updated parcel maps to ten county clerks with an acknowledgement…+
I want to automate sending updated parcel maps to ten county clerks with an acknowledgement request, but past bulk sends created confusion about versions and attachments. Lay out a reliable bulk-send sequence that preserves version control, what to include in the acknowledgement wording so clerks can respond quickly, and one rule that prevents accidental re-sends of drafts.
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
Parent templateThis is one main document you create that will be used to make many copies.
Child agreementThis is one separate document created from the parent template, sent to one signer.
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.

The real tasks

the one, listed here
Setting up a repeatable bulk-send for county clerks without breaking workflow

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task
  1. First, open Acrobat Pro and choose 'E-Sign'.
  2. Then, select 'Send in bulk'.
  3. Upload your document to be the parent template.
  4. Add signers by typing them in or uploading a CSV file.
  5. Finally, send the document. Each signer gets a unique copy.

A 'child agreement' is a separate, unique copy of your main document (parent template) that is sent to each individual signer. It matters because each child agreement has its own audit trail, meaning you can track each signer's actions separately. Also, signers cannot see who else received the document. This ensures privacy and clear record-keeping for every single signature request sent using Send in Bulk.

Send in Bulk can generate up to 1,000 independent child agreements from one parent template. If you have more than 1,000 recipients, you would need to create and send multiple bulk requests. For example, you could split your list of 1,500 signers into two CSV files and send two separate bulk requests.

  • Using a CSV file saves a lot of time when you have many signers.
  • A CSV lets you add up to 1,000 signers at once.
  • You can also use the CSV to set roles, add security, and pre-fill specific fields for each signer, making the process faster and more accurate.
FeatureSingle DocumentSend in Bulk
PurposeSend one document to one or a few specific signers.Send one document to many signers at once (up to 1,000).
SetupAdd recipients one by one.Use a parent template; add recipients manually or via CSV.
PrivacySigners may see other signers if CC'd.Each signer gets an independent agreement; signers do not see each other.
RequirementIncluded with most Acrobat plans.Requires Acrobat Pro / Pro for teams.

Sources

where this comes from
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