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Bulk Send Workflow Setup

I'm building a bulk send template and workflow so the CSM team can hit renewal quotas without accidental data leaks or…

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CDecide — “help me choose”I'm building a bulk send template and workflow so the CSM team can hit renewal quotas without…+
I'm building a bulk send template and workflow so the CSM team can hit renewal quotas without accidental data leaks or wrong pricing. I worry about attachments, expiry, and recipient visibility. Diagnose the top three operational risks in one paragraph and give me the exact configuration choices I should make now to prevent each risk while keeping the flow quick for reps.
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 your Adobe Acrobat Sign admin console with an account that has integration permissions.

  2. 2

    Navigate to Account Settings and select Workflow Integration.

  3. 3

    Enable Power Automate Workflows by selecting the corresponding option.

    CautionYou must enable this setting before you can use Power Automate or Zapier to trigger bulk send actions.

  4. 4

    In your integration platform (e.g., Power Automate or Zapier), create a new workflow or zap.

  5. 5

    Add an action to connect to Adobe Acrobat Sign using the official connector or app.

  6. 6

    Configure the action to use the Send in Bulk (SiB) feature, specifying your parent template and recipient list as required.

    Best practiceFor best deliverability, send small batches (e.g., 10 emails per hour) to avoid domain reputation issues.

  7. 7

    Map any dynamic fields or data sources from your workflow to the corresponding fields in the bulk send template.

  8. 8

    Test the workflow with a small recipient list to ensure agreements are sent and tracked correctly.

    Best practiceAvoid sending PDF attachments directly; use document links to reduce spam risk and improve analytics.

  9. 9

    Activate or schedule the workflow to trigger bulk send actions as part of your automated business process.

You can monitor the status of each bulk agreement sent via integration from the Acrobat Sign Manage page.

The Adobe Acrobat Sign API supports bulk send via the POST /agreements endpoint with a recipient list payload.

Glossary

words on this page
Parent TemplateA single document used to create many individual agreements.ExampleA standard sales contract is used as a base to generate unique agreements for each customer.
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
Setting up a bulk send workflow and template for safe scaling.

Who does this

3 roles
Integration DeveloperIT AdministratorBusiness Process Automation Specialist

FAQ

about this task

Sending one document is for a single person or a small group where everyone sees each other. Bulk Send creates a unique, private agreement for each signer from one main document. This means signers do not see who else received the document, which is important for privacy and legal reasons.

You can send one parent template to up to 1,000 different signers. Each of these becomes a separate 'child agreement' with its own audit trail.

  • Yes, you can add recipients manually one by one.
  • You can also use a CSV file. This file can include names, emails, and even specific details like roles, how signers prove their identity, and default field values for each person.

Bulk Send is an advanced feature designed for high-volume e-signature requests. It creates many individual, secure agreements with separate audit trails, which requires more robust capabilities than basic e-signature tools. This is why it is included in the professional versions of Acrobat.

No, signers do not see each other when you use Bulk Send. Each signer receives their own independent 'child agreement'. This ensures privacy and keeps each signing process separate and secure.

Sources

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