◆ Acrobat · sign

Bulk Collect Signatures

Roll out a bulk signature process to collect subcontractor certificates for the residential program: prepare the certi…

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Roll out a bulk signature process to collect subcontractor certificates for the residential…+
Roll out a bulk signature process to collect subcontractor certificates for the residential program: prepare the certificate packet, upload the list of 250 subcontractor emails, send the bulk e-signature request with a four‑week deadline, and track completions until all are signed.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I launch the bulk signature request, make collection and verification simple for…+
Before I launch the bulk signature request, make collection and verification simple for procurement: standardize the certificate packet, include clear instructions and a single checkbox acceptance for subcontractors, stagger sends by trade to reduce confusion, set automated reminders at 7 and 21 days, and produce a status report showing outstanding signers and mismatched company names so procurement can chase delinquents efficiently.
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

    Open Adobe Acrobat and sign in to your account.

  2. 2

    Go to the Home screen and select Agree or Send for signature.

  3. 3

    Click on Send to multiple recipients.

  4. 4

    Select Choose files and upload the document you want each recipient to sign.

  5. 5

    Enter an agreement name and customize the message to recipients if needed.

  6. 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. 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.

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 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
Roll out a bulk signature process so hundreds of subcontractor certificates can be collected and tracked for a large residential program.

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task
  1. Go to 'E-Sign' then 'Send in bulk'.
  2. Upload your document template.
  3. Add your signers, either manually or using a CSV file.
  4. Send the request. Acrobat creates separate agreements for each signer, keeping their information private.

The 'parent template' is your original document, like a blank form, that you set up once. When you use 'Send in Bulk', Acrobat makes many copies of this template. Each copy sent to an individual signer is called a 'child agreement'. Each child agreement is unique and has its own audit trail, meaning it's tracked separately from all the others.

No, it does not count as one transaction. Even though you send them all at once, each of the 500 documents sent to individual signers is counted as a separate agreement. This means it will count as 500 transactions against your account's agreement limits.

  • It saves time by adding many signers at once.
  • You can set specific roles for each signer.
  • You can add security options for each person.
  • You can set default values for fields that are different for each signer.

To use the 'Send in Bulk' feature, you need either Adobe Acrobat Pro or Adobe Acrobat Pro for teams. It is not available in the basic version of Acrobat.

Sources

where this comes from
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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, forum demand signals.