I need a repeatable flow that emails every signed lease to accounting and saves a copy to the Contracts folder within …
Open Adobe Acrobat Pro and select Tools from the main toolbar.
Scroll to and select Action Wizard to open the automation panel.
Click New Action to begin creating a custom workflow.
In the Choose Tools to Add panel, add Prepare Form to your action by clicking the plus (+) icon.
Best practiceIf your documents have consistent fields, use a template form to standardize field placement across batches.
Optionally, add Recognize Text (OCR) if your documents are scanned images to enable form field detection.
NoteOCR is required for Acrobat to detect form fields in image-based PDFs.
Add document properties settings to ensure metadata is standardized for e-signature workflows.
RecommendationConsistent metadata helps with document tracking in e-signature platforms.
Add Save or Save As to specify the output location and file naming convention for processed documents.
Click Save to name and save your custom action.
From the Action Wizard panel, select your new action and click Start.
In the file selection dialog, select all documents you want to prepare for e-signature and confirm.
CautionReview the batch for documents that may require manual field adjustment after automation.
Allow the action to run on all selected documents, preparing and standardizing each for e-signature workflows.
You can save time by running this action on entire folders of documents to prepare them all at once for e-signature.
This runs in the Acrobat app - there is no separate API for this task.
Action Wizard is a feature in Adobe Acrobat that helps you do the same steps to many PDF files at once. It is useful for signatures because you can set up your signing steps one time and apply them to many documents, saving time and reducing mistakes.
Action Wizard can slow down or even stop when you process too many files because the computer runs out of memory or resources. Adobe suggests keeping each batch to about 100-200 files, since very large batches (over 3,600-4,500 files) can cause Acrobat to freeze or crash. Doing smaller groups helps the process finish safely.
| Action Wizard | Command-line Tool |
|---|---|
| Uses Acrobat's menus and clicks | Uses typed commands in a terminal |
| No plugin needed for basic use | Needs extra plugin for Acrobat |
| Good for users who like a visual way | Good for advanced users or scripts |