Rates are volatile and we need a bulk signature process for rate-lock forms so loan officers can lock quickly. I can g…
Select the E-Sign menu item in the top navigation bar.
Select Send in bulk from the pop-down list of features.
Select Choose files and pick the document(s) you want to send for bulk signing.
Select Confirm to upload your document(s).
Edit the Title field if needed.
Add recipient email addresses as prompted (either manually or by uploading a CSV file, if supported).
Best practiceFor large batches, prepare a CSV file with recipient emails to streamline entry and reduce errors.
Review the agreement settings and make any necessary adjustments.
Select Send to dispatch the document to all recipients for individual signatures.
E-Sign > Send in bulk
| Signing Order | Description | Best Use Case |
|---|---|---|
| Sequential | Signers receive the document one after another, in a specific order. | For documents needing a chain of approval, like a manager then a director. |
| Parallel | All signers receive the document at the same time. | When the order of signatures does not matter, like many people signing a petition. |
It is very important because if a document is attached but has no signature field, the recipient cannot sign it. This is the most common reason why a signature request 'doesn't work' and causes delays. Always check every part of your document package to make sure all necessary fields are placed correctly for each signer.
Yes, you can automate sending many contracts using the Acrobat Sign API. This is designed for businesses that need to process a high volume of documents. You can set up your system to automatically create and send agreements, track their status, and manage signed documents without manual steps. You will need a developer to help integrate this into your existing systems.
Authentication is an extra security step that makes sure only the correct person can sign the document. For example, the signer might receive a code via email or text message that they must enter before signing. You should use authentication for high-value or very important agreements because it adds a strong layer of proof that the signer is truly who they say they are, making the signature more legally secure.