How do I send a document to many people for signature using Send in bulk?

Go to E-Sign and choose Send in bulk. Pick your parent template. Add recipients by typing or uploading a CSV. Set roles or fields if needed. Send the agreements.

If my CSV file has a mistake, like a wrong email, what happens when I use Send in bulk?

The agreement will not reach the wrong email address. That person will not get the document to sign. You may need to fix the CSV and send again to that person.

How is Send in bulk different from sending one agreement to multiple signers?

Send in bulk Single agreement to multiple signers. Each signer gets their own copy All signers work on the same document Signers do not see each other Signers may see each other's info Each counts as a separate agreement Only one agreement is created

Send Using Parent Template in Adobe Acrobat — How-to & AI prompts

AI prompts

3 ways to ask · copy any one

AExecute — “help me do it”I must send identical consent forms to 120 research participants by Monday. Use the approved…+

I must send identical consent forms to 120 research participants by Monday. Use the approved parent template, populate names and emails from the study roster, send as individual signature requests, and report back the number signed and any delivery failures by end of day Monday.

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

BImprove — “do it better”The sales team wants personalized onboarding agreements for 50 customers but procurement will…+

The sales team wants personalized onboarding agreements for 50 customers but procurement will reject anything that looks templated. Use the master template, auto-fill customer legal names and payment terms, ensure each email includes the dedicated customer success rep's name to reduce confusion, and add an expiry date to discourage delay. Flag any records missing billing info before sending.

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

CDecide — “help me choose”We need to issue vendor NDAs to 200 contractors but some require slight scope changes. I worry…+

We need to issue vendor NDAs to 200 contractors but some require slight scope changes. I worry that bulk-sending with one template will create post-send exceptions, yet staggering will take too long. Tell me how to decide which records are safe for a single parent-template send, how to handle the exceptions without disrupting the bulk send, and recommend the sending cadence and fallback plan for the handful that need edits.

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

Send in bulk using a parent template

We have 200 similar contracts and I'm unsure whether to bulk-send or stagger

FAQ

about this task

Go to E-Sign and choose Send in bulk.
Pick your parent template.
Add recipients by typing or uploading a CSV.
Set roles or fields if needed.
Send the agreements.

A parent template is a main document used to create many copies for different signers. It is important because it saves time and keeps every agreement the same, but each signer gets their own separate document to sign.

The agreement will not reach the wrong email address.
That person will not get the document to sign.
You may need to fix the CSV and send again to that person.

Send in bulk	Single agreement to multiple signers
Each signer gets their own copy	All signers work on the same document
Signers do not see each other	Signers may see each other's info
Each counts as a separate agreement	Only one agreement is created

Each document sent with Send in bulk is treated as its own agreement so that every signer gets a private copy and audit trail. This keeps information safe and makes tracking easier, but it also means every copy uses up your allowed number of agreements.

Send Using Parent Template

When to use it

AI prompts

How to do it

Glossary

The real tasks

FAQ

Sources

Adobe help