◆ Acrobat · sign

Institutionalize Bulk Approvals

We lose weeks because each authorization requires one‑off signings. Show the recurring failure mode in our approval pr…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
DBecome — “help me grow”We lose weeks because each authorization requires one‑off signings. Show the recurring failure…+
We lose weeks because each authorization requires one‑off signings. Show the recurring failure mode in our approval process and prescribe one system change—a bulk workflow with explicit approver roles and an audit trail—that will save time and maintain IRB‑grade provenance for routine authorizations.
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
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
I want to institutionalize bulk approvals so admin time falls and compliance rises.

Who does this

3 roles
HR ManagerContract AdministratorOffice Manager

FAQ

about this task
  1. Use the 'Send in bulk' feature in Acrobat.
  2. Acrobat creates a unique 'child agreement' for each signer.
  3. Each agreement has its own audit trail, ensuring signers cannot see others' documents or signing progress.
  4. This keeps all individual signing processes separate and secure.

The main benefit of 'Bulk Send' is efficiency. It lets you send one document to many people at once, saving significant time compared to sending each document individually. This is ideal for mass e-signature requests.

When you use 'Bulk Send' for 500 people, it will count as 500 separate transactions. Each individual 'child agreement' created from your parent template is considered a distinct agreement. Make sure your Acrobat plan includes enough transactions for your needs.

A CSV file is useful for 'Bulk Send' because it allows you to add many recipients quickly and include specific details for each. You can define roles, set authentication methods, and even pre-fill default field values for each recipient, all from one file. This saves time and reduces errors for large recipient lists.

FeatureSending to Multiple SignersBulk Send
PurposeOne document, signed by several people in a sequence or parallel.One template, sent as unique documents to many separate people.
PrivacySigners might see each other or the document's history.Each signer gets a private, independent document; they don't see others.
ScaleBest for a small group (e.g., 2-10 people).Designed for large groups (up to 1,000 unique agreements).
SetupAdd recipients directly to one agreement.Use a parent template and add recipients manually or via CSV for many child agreements.

Sources

where this comes from
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