How do I add many recipients to a 'Send in Bulk' request quickly?

Prepare a CSV file with recipient names and email addresses. Include columns for roles or default field values if needed. In the 'Send in Bulk' setup, choose the option to import recipients via CSV. Upload your CSV file to add all recipients at once.

Enroll Multiple Clients in Adobe Acrobat — How-to & AI prompts

AI prompts

2 ways to ask · copy any one

AExecute — “help me do it”Send the standard intake and consent packet to [N=20] new clients from our surge list for…+

Send the standard intake and consent packet to [N=20] new clients from our surge list for electronic signature, using the clinic [file=CSV], and track returned signed packets by [deadline=next Monday] so enrollment proceeds.

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

BImprove — “do it better”Before bulk-sending the intake packets, reduce signature delays — verify the [file=CSV]…+

Before bulk-sending the intake packets, reduce signature delays — verify the [file=CSV] contains correct email addresses and intake dates, place the most important consent and privacy notice at the top of the packet, add a one-line subject that states required action and deadline, and set reminders for non-responders two days before [deadline=Monday].

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
Open Adobe Acrobat and sign in to your account.
2
Go to the Home screen and select Agree or Send for signature.
3
Click on Send to multiple recipients.
4
Select Choose files and upload the document you want each recipient to sign.
5
Enter an agreement name and customize the message to recipients if needed.
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
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.

In the appWith the API

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

Send a standard intake and consent packet to multiple new clients at once to speed enrollment during a surge.

FAQ

about this task

'Send in Bulk' is for sending one document to many people, up to 1,000, as separate agreements. When you send to a few people, it's usually one agreement with multiple signers on it. 'Send in Bulk' saves time by automating the creation of many individual agreements.

Prepare a CSV file with recipient names and email addresses.
Include columns for roles or default field values if needed.
In the 'Send in Bulk' setup, choose the option to import recipients via CSV.
Upload your CSV file to add all recipients at once.

Each 'child agreement' is a unique legal document. It has its own audit trail, its own specific signer, and is managed separately from all other agreements. This ensures privacy for each signer and clear legal proof for each transaction. Because they are distinct, each one is counted as a separate action against your Acrobat Pro transaction limits.

If you do not have Acrobat Pro or Pro for teams, you will not be able to use the 'Send in Bulk' feature. This feature requires a specific license. You would need to upgrade your Acrobat plan to access it.

No, signers cannot see who else received the document when you use 'Send in Bulk'. Each signer receives their own independent 'child agreement'. This ensures that the signing process is private and secure for every individual recipient, protecting their personal information.

Enroll Multiple Clients

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources

Adobe help