On the Acrobat on the web homepage, select E-Sign > Send in bulk.
Last updated on
Dec 10, 2024
Learn how to use a form template to send hundreds of unique agreements for signature to recipients.
Note:
Each agreement has its own audit report, separate from the others. Each recipient remains unaware of the existence of other recipients.
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Select Choose files and browse on your device to upload the document you want to send for signature.
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Select Agreement settings and modify the agreement completion deadline, reminder frequency, password requirements, and recipients' language as required. Then, select Continue.
Tip:In the Send in Bulk window that opens, verify the Agreement name and modify the Message as per your requirements.
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In the Add recipients section, enter the recipients' email addresses, separated by commas. Then, press Enter to organize the addresses into a list.
Once the added recipients appear as a list, you can add the recipients' names and optionally remove a recipient by selecting the Delete icon.
Once the added recipients appear as a list, you can add the recipients' names and optionally remove a recipient by selecting the Delete icon. -
Select the Email dropdown menu and choose the recipients' Authentication.
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Select Preview & add fields. If you add multiple documents, they are combined and converted into a single PDF.
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For the selected recipient in the Recipients section, drag the signature and form fields from the right pane and drop them at the desired location in the document.
You can optionally save the agreement as a template by selecting the Save as template checkbox.
You can optionally save the agreement as a template by selecting the Save as template checkbox. -
Select Send.
The agreement is sent to all the recipients for signature, and a confirmation message appears.
