Send in Bulk using the manual method

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.

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.

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.

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 interactive, 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 file to 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 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 message that is inserted in the email body for all recipients. To edit the message field, click into the field and start typing.

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.

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.

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.

Configure Content Protection (if available).

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.

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.

When all of the agreement details and settings are configured, select the Add recipients button at the bottom of the page.

Configure the Add recipients section.

A. Bulk recipient list link - The toggle link that defines the recipient input option of Manual input or Import CSV.

• When the link value reads Import CSV, the user is configuring the Manual input experience.
• When the link value reads Enter recipients manually, the user is configuring the Import CSV experience.

B. Recipient role - This drop-down defines the role of the recipient. 

C. Recipient email input field - Entering email addresses into this field creates a list of recipients, each representing one child agreement. The sender can manually type the email addresses into the field, copy a comma-delimited list of recipients, or both, and paste it into the field. One agreement is generated per recipient. 

Note that a list of recipients will typically exist in a spreadsheet, and many formats present this information as a table (e.g., Excel). To successfully copy and paste a list of email addresses, you must save the file in a .csv format and then open the file in a text editor to copy the list. Whether the email addresses are in columns, rows, or both does not matter. The .csv file in a text editor presents the raw data delimiting all cell values with a comma.

Redundant commas in the text version of the data are automatically stripped out when pasted into the input field.

D. Recipient authentication method - The agreement can be configured to allow for different authentication methods based on the recipient being a member of the sender's account or recipients external to the account. Only authentication methods that are permitted in the sending group's configuration are available. (Phone and Government ID authentication methods are not supported.)

E. Add a bulk recipient or yourself - This option allows for the sender to manually add another empty recipient row or to add themselves (the sender) as the first or second recipient for all child agreements. There is no option to enter another party as the second recipient.

F. Add CC - Add email addresses for any CC'd parties. The CC'd party will get emails for all child agreements.

(Optionally) Select Preview and add fields to review the document (ensuring the files are ordered correctly) and add any additional fields needed. If pre-authored templates are not being used, it's recommended that a Signature field should be placed for each recipient. 

If a signature field is not added to the document, one will be automatically added at the bottom of the agreement.

Select Send now when the Send in Bulk template is fully configured and all recipients have been added.

Acrobat Sign immediately starts a batch process to generate the child agreements and notify the recipients.

If you check the parent template on the Manage page, you may see a processing status in the Agreements summary while the agreements are generated.