Request signatures in bulk

Select E-Sign > Send in bulk.

You need a valid subscription to Adobe Acrobat Pro or Acrobat Pro for teams to access the Send in bulk feature. Subscribed users will be redirected to Acrobat Sign to complete the workflow.

Customize the agreement message, change the agreement name, and add self or CC’d parties if needed.

Select Agreement settings and modify the completion deadline, reminder frequency, password requirements, and recipients’ language as required. Then, select Continue.

Select Add recipients, and then enter the recipients’ email addresses, separated by commas. Press Enter to organize the addresses into a list.

Select the Email dropdown menu and select the required authentication method.

Select Preview & add fields. 

For each recipient in the RECIPIENTS section, drag the signature and form fields to the desired location in the document.

Select Send.

Select Go to Home view   and then under Agreements, select Adobe Acrobat Sign for enterprise users or All agreements for individual and team users. 

Select Manage from the menu.

Select Bulk sends and then select the agreement from the list.

Review the metadata information:

• Bulk send title: The title of the Bulk Send agreement
• Sent date: The date Bulk Send was sent to participants
• Sender’s email:  The email address of the Bulk Send creator
• Bulk send status: The status of the entire Bulk Send
• Initial email message: The message included in the first email
• CC’d recipients: The recipients listed by email

From the Actions menu, select an option to manage the Bulk Send agreement:

• Open Bulk Send: Access the Bulk Send details.
• Remind: Send a reminder to yourself or pending signers.
• Cancel: Cancel the Bulk Send.
• Download PDF: Download the complete agreement as a PDF.
• Download Form Field Data: Export a CSV of field data from completed child agreements.
• Download Error Report: Retrieve a report of errors encountered.
• Download Individual Documents: Download each file separately as a PDF if multiple files are used.
• Hide/Unhide Bulk Send: Toggle visibility in the Manage page.
• Share: Send the Bulk Send details to another user via email with view-only access and no editing.
• View Activity Report: Track the status of all child agreements.
• Add Notes: Add personal notes to the Bulk Send.

Under Agreements, select a status to filter child agreements:

• All: Lists all agreements generated from the Bulk Send template.
• In Progress: Agreements awaiting participant signatures.
• Canceled: Agreements canceled by the sender or declined by the participant.
• Completed: Agreements fully signed by all participants.
• Waiting for You: Agreements pending the sender’s counter signature.

Select Activity to view a chronological log of actions taken on the parent Bulk Send template, such as creation and completion.