◆ Acrobat · sign

Bulk Signature Workflow Needed

We’re about to roll out a bulk signature process for 300 subcontractor certificates across a 60‑house residential prog…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”We’re about to roll out a bulk signature process for 300 subcontractor certificates across a…+
We’re about to roll out a bulk signature process for 300 subcontractor certificates across a 60‑house residential program. I’ve done small batches before, but not this scale, and I don’t want the admin team buried in chasing missing signatures. Diagnose whether to run a phased rollout by site, use a single master package, or parallel batches by trade. Recommend which approach minimizes rework and audit pain, note one risk I won’t accept, and give the exact sequence I should ask the admin lead to run this week.
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

    Log in to your Adobe Acrobat Sign admin console with an account that has integration permissions.

  2. 2

    Navigate to Account Settings and select Workflow Integration.

  3. 3

    Enable Power Automate Workflows by selecting the corresponding option.

    CautionYou must enable this setting before you can use Power Automate or Zapier to trigger bulk send actions.

  4. 4

    In your integration platform (e.g., Power Automate or Zapier), create a new workflow or zap.

  5. 5

    Add an action to connect to Adobe Acrobat Sign using the official connector or app.

  6. 6

    Configure the action to use the Send in Bulk (SiB) feature, specifying your parent template and recipient list as required.

    Best practiceFor best deliverability, send small batches (e.g., 10 emails per hour) to avoid domain reputation issues.

  7. 7

    Map any dynamic fields or data sources from your workflow to the corresponding fields in the bulk send template.

  8. 8

    Test the workflow with a small recipient list to ensure agreements are sent and tracked correctly.

    Best practiceAvoid sending PDF attachments directly; use document links to reduce spam risk and improve analytics.

  9. 9

    Activate or schedule the workflow to trigger bulk send actions as part of your automated business process.

You can monitor the status of each bulk agreement sent via integration from the Acrobat Sign Manage page.

The Adobe Acrobat Sign API supports bulk send via the POST /agreements endpoint with a recipient list payload.

Glossary

words on this page
Bulk SendA feature that lets you send one document to many different people for their signature at the same time.ExampleThe HR department used Bulk Send to distribute the new policy agreement to all employees for their signatures.
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.

The real tasks

the one, listed here
Program of 60 houses needs bulk signature workflow

Who does this

3 roles
Integration DeveloperIT AdministratorBusiness Process Automation Specialist

FAQ

about this task

The Bulk Send feature in Adobe Acrobat is for sending a single document to many different people for their individual signatures. It is designed for situations where you need to collect many unique signatures on the same form, ensuring each signer receives a private copy and has their own audit trail. This saves time compared to sending documents one by one.

  1. After selecting your document in the 'Send in bulk' process, you can add recipients.
  2. You can manually type in each recipient's name and email address.
  3. For many recipients, it is faster to upload a CSV (Comma Separated Values) file. This file can also include details like signer roles or pre-filled fields for each person.

No, when you use Bulk Send, each signer receives their own independent 'child agreement'. This means signers do not see each other's names or email addresses. Each agreement is private and has its own separate audit trail, ensuring confidentiality and individual tracking for every signature request.

Bulk Send counts against transaction limits because each 'child agreement' created from the parent template is considered a separate, distinct transaction. Even though you start with one document, sending it to 500 people creates 500 individual agreements, each requiring processing, tracking, and an audit trail. This makes it important to monitor your transaction limits when using Bulk Send for large volumes.

FeatureRecipients See Each OtherNumber of AgreementsBest Use Case
Normal Multi-Recipient SendYes (often in CC/BCC)One (with multiple signers)Collaborative signing, sequential workflow
Bulk SendNo (each is private)Many (up to 1,000)Mass distribution for individual signatures

Sources

where this comes from
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