How do I send a consent form to many people using Send in Bulk?

Open Acrobat Pro and go to 'E-Sign' then 'Send in Bulk'. Create your main consent form, called a parent template. Add your signers' details, either by typing them or using a CSV file. Acrobat will create individual signing requests for each person. Send the forms, and each person will get their own private consent form to sign.

What is the benefit of using a CSV file to add recipients in Send in Bulk?

It saves time by letting you add up to 1,000 recipients at once. You can include extra details like signer roles or special default field values for each person. It helps avoid typing errors when you have many signers.

Batch Send Consents in Adobe Acrobat — How-to & AI prompts

AI prompts

2 ways to ask · copy any one

AExecute — “help me do it”Send a batch of routine consent forms for pre-op patients for signature by creating the…+

Send a batch of routine consent forms for pre-op patients for signature by creating the [roster=CSV roster] and using bulk send so signatures are collected before the day of surgery.

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

BImprove — “do it better”Increase pre-op completion rates: validate the [roster=CSV roster] for correct emails and…+

Increase pre-op completion rates: validate the [roster=CSV roster] for correct emails and scheduled surgery dates, prefill patient and procedure fields, set clear instructions and a [deadline=72-hour] deadline in the message, and attach a follow-up report so the surgical coordinator can chase missing signatures.

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
Log in to Adobe Acrobat Sign using your institution's account credentials.
2
Navigate to the Send section and select the option to send in bulk.
3
Upload the consent form or agreement document you wish to distribute.
4
Enter an agreement name and customize the message that will be sent to recipients.
5
Prepare your recipient list by entering names and email addresses, or upload a CSV file containing this information.
Best practiceSending to smaller batches (e.g., 10 emails per hour) can help avoid spam filters and protect your domain reputation.
6
Review the settings to ensure each recipient receives an individual agreement to sign.
NoteEach recipient will receive a unique 'child' agreement based on your uploaded parent template.
7
Send the agreements to all recipients.
8
Monitor agreement status and collect signed forms as they are returned in your Adobe Acrobat Sign dashboard.

In the appWith the API

You can track which students or parents have signed and send reminders directly from the dashboard.

This runs in the Acrobat app - there is no separate API for this task.

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

Send a batch of routine consent forms to multiple pre-op patients to collect signatures before the day of surgery.

FAQ

about this task

Open Acrobat Pro and go to 'E-Sign' then 'Send in Bulk'.
Create your main consent form, called a parent template.
Add your signers' details, either by typing them or using a CSV file.
Acrobat will create individual signing requests for each person.
Send the forms, and each person will get their own private consent form to sign.

A parent template is the original document you prepare in Send in Bulk. It's the master copy of your consent form or agreement. Acrobat uses this one template to create many separate, unique copies for each person you send it to.

No, when you use Send in Bulk, each signer receives their own independent agreement. They will not see the names, emails, or any other information of the other signers. Each agreement has its own private audit trail, ensuring privacy and security for all parties.

Each child agreement is a fully separate and legally binding document. Even though they come from one parent template, Acrobat creates a unique agreement with its own audit trail for every signer. This means each one is processed as a distinct transaction, which is why they count individually against your account's transaction limits.

It saves time by letting you add up to 1,000 recipients at once.
You can include extra details like signer roles or special default field values for each person.
It helps avoid typing errors when you have many signers.

Batch Send Consents

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources

Adobe help