Description
This KB gives instructions on how to use the Adobe Sign tool: Send in Bulk
Criteria
The following bullet points are the necessary criteria for this KB.
- Must have an Adobe Sign license
- Adobe Sign is not included in the Adobe Acrobat license nor the Creative Cloud - reach out to the Help Desk in order to request this add-on.
How to use the Adobe Sign tool: Send in Bulk
If you want to send individual copies of a document to be signed by multiple, individual recipients (rather that one document signed by a group of recipients), then you will want to use the Send in Bulk tool.
To send a PDF in bulk to multiple recipients, please follow the steps below:
- Open Adobe Acrobat on the web (the "Send in Bulk" setting is not available through the desktop app)
- Sign in to Adobe.com
- Click Acrobat at the top
- Click "E-Sign" near the top
- Choose "Send in Bulk"
- Upload your file (drag and drop works)
- (Optional) Update the agreement name, message, and settings
- Click "Add recipients" and add each individual on their own line
- Use the "+" to add additional fields
- You can also import users through a CSV file
- Click "Preview & add fields"
- Either add fields manually or use the auto-detect option to let Adobe add the fields.
- Once you're ready, hit "Send" and Adobe will send that one document to each recipient individually.