User Guide Cancel

Send in Bulk using a parent template

 

Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Check for users with provisioning errors
    4. Change Name/Email Address
    5. Edit a user's group membership
    6. Edit a user's group membership through the group interface
    7. Promote a user to an admin role
    8. User Identity Types and SSO
    9. Switch User Identity
    10. Authenticate Users with MS Azure
    11. Authenticate Users with Google Federation
    12. Product Profiles
    13. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. CCs
      8. Recipient Agreement Access
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Agreement name
      14. Languages
      15. Private messages
      16. Allowed signature types
      17. Reminders
      18. Signed document password protection
      19. Send Agreement Notification through
      20. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      21. Content Protection
      22. Enable Notarize transactions
      23. Document Expiration
      24. Preview, position signatures, and add fields
      25. Signing order
      26. Liquid mode
      27. Custom workflow controls
      28. Upload options for the e-sign page
      29. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send page overview
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. In-line Images
        3. Stamp Images
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. Access Power Automate flows
    10. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Send in Bulk using a parent template 

Send in Bulk is a process that uses a "parent" agreement template created by the sender to generate multiple "child" agreements for one or more recipients

The parent template is configured in three stages:

  • Defining the Agreement details - The name, global message, and base files of the agreement.
  • Defining the Agreement settings - The supporting configurations of the agreement, such as the reminder, expiration date, password, localization, etc. 
  • Add recipients - The list of recipients used to generate the child agreements, entered either: 
    • Manually, where each recipient is typed (or pasted) into the text field. 
    • Uploaded using a CSV file.

Method of adding recipients

Defining the Agreement details and settings is the same process regardless of how you add your recipients. However, how you intend to add recipients has far-reaching implications for the scope and options applied to the child agreements.
Before you start configuring a Send in Bulk parent template, know and understand which method you intend to use to add your recipients. If you intend to take advantage of the CSV import options, define your CSV before you begin building your template.

The manual input interface allows:

  • Only one recipient per child agreement, with an optional counter-signature by the sender. There is no option to add additional external recipients, assign a different counter-signer, or move the counter signature into the first signature position.
  • Up to 50 individual recipients can be added through the manual process, generating up to 50 child agreements.

Additionally, all configured agreement details and settings of the parent template apply to all child agreements. This includes:

  • the role of the recipient
  • the recipient's authentication method and value
  • the expiration deadline for the child agreements
  • the global message included in the email notification
  • the locale used for the recipient experience

The CSV import method provides several practical improvements over the manual process, such as:

  • Up to 1,000 child agreements can be configured through one Send in Bulk transaction.
  • Up to 100 recipients can be included in each child agreement. Each recipient can have their own:
    • Role
    • Authentication type (including Email (None), Acrobat Sign auth, Phone (SMS), Password, and Knowledge-based authentication)
    • Authentication value
    • Private message (up to 1,000 characters)
  • Each child agreement can be configured to include: 
    • Custom agreement name
    • Custom "global message" in the email  (up to 1,000 characters)
    • Custom locale
    • Custom expiration date
    • Complex workflow structures (Sequential, Parallel, and Hybrid signature flows)

Configure the parent template

Define the Agreement details

  1. Log in with a user that has access to the Send in Bulk feature enabled in their primary group and navigate to the Home page.

  2. Select the Send in Bulk tile.

    If the tile is not present, then the user's primary group does not have Send in Bulk enabled.

    The Home page with exampled when Send in Bulk is enabled and disabled
    Contact your Acrobat Sign administrator to provide access to the Send in Bulk feature for the user's primary group.

    If an error is generated asserting you don't have sufficient access, then the user's primary group isn't configured to allow access Send in Bulk, but the user is a member of a group with access.

    Send in Bulk Manual
    Access to the Send in Bulk interface requires the user to have the feature enabled in their primary group.

  3. Once the Send in Bulk interface loads:

    1. Select the group from which the agreements are to be sent. If the group picker isn't available, then you only have access to one group. The group defines:
      • the templates available for the transaction
      • the signature options and requirements requirements
      • the security applied to the agreements 
    2. Select the Choose file button to pick the file that will be used as the base document for the agreement. You can select a file from:
      • My computer. Selecting a file from your computer advances the configuration process immediately. If you need to use multiple files, you can select more files after the page refreshes.
      • Template Library. Selecting from the Template option allows you to select multiple files from the library by checking the box in the list. Once all files are checked, select the Confirm button to add them to the transaction. The template library has two tabs: 
        • Templates. This is a listing of all templates available to the user through the group's template library.
        • Recent Templates. This is a list of the most recently used templates in the group's template library.

     

    The Agreement details section of the Send in Bulk interface with theFile picker highlighted
    A link may be enabled in the upper-right corner of the window, allowing users to switch to the classic version of the Send in Bulk feature.

    Note:

    When using templates, it's vital that you test and verify that your template fields are properly assigned and working as expected before you create hundreds of agreements.

  4. The page refreshes to show the Agreement details.

    There are three sections to review and edit as needed:

    • Agreement files - The selected files or templates are already attached. If you need more files attached, select the Choose more files button and add files from your local computer or the template library. 
      • Files can be added from both sources as needed.
      • Files selected from your local system can only be added one at a time. Multiple templates can be selected.
    • Agreement name - The name of the agreement appears in the subject line of the recipient's email and is displayed prominently on the Manage page. 
      • The default Agreement name is imported from the first attached file.
      • The agreement name is editable by clicking into the field and typing.
    • Message - The message field contains the default global message that is inserted in the email body for all recipients. To edit the message field, click into the field and start typing.
    The Send in Bulk interface showing the Agreement details configured


Configure or adjust the Agreement settings

The default values for the Agreement settings are inherited from the group settings. Each setting can be adjusted to accommodate the purpose of the template.
Based on the service level and group-level settings, different options may be included. Below are the most common:

Verify or configure the Completion deadline.

Depending on the nature of your agreements, you may or may not employ an agreement deadline. 
If used:

  • The default lifespan of agreements is defined at the group level. If you must edit this value frequently, talk with your admin to see if the default can be adjusted. 
  • The sender can modify this deadline during agreement composition (if group settings permit).
  • Deadlines can be modified on the Manage page by the original sender (if group settings permit).
  • Internal signers can be excluded from the deadline cancellation (if configured to do so in the group settings).
  • The agreement automatically expires once the deadline is crossed and cannot be signed or completed. A new agreement must be created.

Edit the Completion deadline by selecting the Agreement settings edit icon and picking a new deadline from the calendar.

The agreement settings panel with the deadline calendar highlighted

Note:

All agreements expire after being in progress for 365 days if not completed. This expiration deadline cannot be modified or suppressed.

Verify or modify the Reminder frequency.

The reminder frequency defines the cycle when reminders are emailed to the current active recipients for your agreement. 

  • The default reminder iteration is defined in the group settings.
  • A default reminder message can be configured in the group settings.
  • The default reminder can be edited during agreement composition (If permitted by group settings).
  • Reminders that trigger every day have a 10-day life cycle. All other reminders have a 60-day lifecycle. Reminder lifespans cannot be altered.
  • Reminder emails are sent at the same time of day the agreement is initially sent. 
  • Reminders can be configured on the Manage page after the agreement is sent.
  • Recipients are only notified when they are the active participant in the agreement. They are not notified before or after (with the exception of the final notification containing the completed agreement PDF).

Edit the Reminder frequency by selecting the Agreement settings edit icon and picking a new frequency from the dropdown.

The agreement settings panel with the reminder selector highlighted

Add a password to view the final PDF.

The password entered into this field is exclusively for viewing the PDF.

  • The password to view the final agreement PDF can be configured as a required field, an optional field, or a denied field in the group settings.
  • The password strength (number of characters and complexity) is defined in the group settings.
  • A default password value cannot be defined. It must be provided by the sender during agreement composition.
  • When added, this password is embedded into the PDF as a security parameter, and can't be removed without the password.
  • The password is not stored anywhere in the Acrobat Sign system, and cannot ber recovered by support.

To set password security when viewing the agreement PDF, select the Agreement settings edit icon and type a password into the field.

The agreement settings panel with the password field highlighted

Configure Content Protection.

Content protection installs security to view the agreement agreement after it has been completed. The agreement will require the same authentication method to view as is configured to initially sign the agreement.

The agreement settings panel with the content protection fields highlighted

Verify or select a new localization language for the recipient's email.

The Language value indicates the localization for all Acrobat Sign template elements, like labels and instructions, in the recipient email and the e-signing page.

  • The default localization is defined in the group settings. 
  • The default value can be edited (if group settings permit)
  • The localization language is a distinct setting from the user's UI settings. It's possible to have the group's UI language set to US English and the group's default signing language set to Japanese.

Edit the Recipient's Language by selecting the Agreement settings edit icon and picking a new language from the dropdown.

The agreement settings panel with the language selector highlighted


Add recipients

As previously mentioned, how you expect to add your recipients is key to getting the best results.
By default, the manual process is presented when the template configuration is initiated.

Select the method you intend to use to add recipients:

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