Manage agreements sent in bulk

Select Go to Home view , then under Agreements, select:

• Adobe Acrobat Sign for Enterprise users
• All agreements for Individual and Teams users

Select Manage from the menu.

Select Bulk sends, and then select the agreement you want to manage from the list.

Review the following metadata information as needed:

• Bulk Send title
• Sent date
• Sender’s email
• Bulk Send status
• Initial email message
• CC’d recipients

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

• Open Bulk Send: Access the Bulk Send
• 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: Email the Bulk Send to another user with view-only access
• 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: View all agreements generated from the Bulk Send template
• In Progress: Track agreements awaiting participant signatures
• Canceled: Review agreements canceled by the sender or declined by the participant
• Completed: Access agreements signed by all participants
• Waiting for You: Sign agreements pending for your countersignature

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