Pre-fill routine application fields for borrower [borrower=Kevin Liu]: autofill name, address, employer, and loan amou…
Open a spreadsheet application (e.g., Microsoft Excel, Google Sheets).
Create a new spreadsheet.
Enter column headers in the first row. Required: Email. Optional: Name, Custom Field 1, etc., as defined by your template.
NoteColumn names must match the merge fields in your agreement template if you want to personalize documents.
Enter recipient details in each subsequent row under the appropriate columns.
CautionEach row represents a unique recipient. Do not leave the Email field blank.
Save the file as CSV (Comma delimited) (*.csv).
Ensure the CSV is encoded in UTF-8 format.
CautionNon-UTF-8 encoding may cause errors, especially with non-Latin characters.
In Adobe Acrobat Sign, go to Home.
Click Send in bulk.
Upload your CSV file when prompted.
Map CSV columns to template fields if required.
Best practiceIf you frequently send to large groups, consider creating a reusable template library to streamline future bulk sends.
| Routing Type | How it Works | When to Use |
|---|---|---|
| SEQUENTIAL | Signers get the document one after the other, in a specific order. | For approvals where one person must sign before the next, like a chain of command. |
| PARALLEL | All signers get the document at the same time. | When the order of signatures does not matter, and everyone can sign independently. |
Adding authentication, like an email or SMS code, makes sure only the correct person can sign the document. This adds an extra layer of security for important agreements, helping to prevent fraud and confirm the signer's identity. It protects both you and the signer.
You can use the Acrobat Sign API to automate this. First, you need to define the 'AgreementInfo' and 'FileInfo' for each document you want to send. Then, you will make a POST request to the '/api/rest/v6/agreements' endpoint. The API will return an 'agreementId' which you can use for tracking and managing the agreement later. This is useful for large-scale operations.