What's New
Get Started
Administer
- Admin Console Overview
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User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
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Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
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Send Agreements
- Send (Compose) page
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
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Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
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Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
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More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Overview
Send in Bulk allows users to create a "parent" template agreement to generate up to 1,000 "child" agreements. Each child agreement uses the same files, fields, and properties of the parent template agreement but remains independent with all of the privacy and security of an individually created agreement.
Send in Bulk allows recipients to be entered manually or by using a CSV file to upload a list of recipient emails. The CSV file provides the sender with additional functionality, such as multiple recipient support, role assignments, authentication options, and default field values that can personalize the individual agreements when they are created.
How it's used
Users with the Send in Bulk feature enabled in their primary group can access the feature on the Home page through the Send in Bulk tile.
The interface allows the upload of files to define the base documentation of the parent template agreement. All documents are included in every child agreement created in the Send in Bulk batch.
Recipient email addresses are added either manually or using a CSV file. When manually entered, each email receives its own independently generated child agreement. When a CSV is used, each row in the CSV is applied to a child agreement. In all cases, individual recipients have no visibility into the other agreements. Each agreement is secure and personal.
Each child agreement can be managed independently on the Manage page using the In Progress/Complete/Canceled/Expired filters.
The parent Send in Bulk template used to generate the child agreements can be managed on the Manage page in the Bulk Sends filter. The parent template has three notable features:
Best practices
Consider how Send in Bulk is to be used in your organization. If you don't expect all individual users to generate bulk agreement events, disabling access at the account level is best so all groups naturally inherit the feature as disabled. Explicitly enable particular groups with an identifiable use (e.g., Human Resources), or, if you can assign users to multiple groups, create a group specifically for the Send in Bulk users to serve as their primary group.
Enabling the CSV file import improves the usability of the feature immensely. Unless you have a compelling reason to enter all users manually, enabling CSV file upload is strongly recommended.
Enable the new Send in Bulk experience. The CSV files used in the classic environment still work, so there's no reconfiguration required, and the new options expand the use of the feature dramatically.
Configuration
Availability:
Send in Bulk is available for team and enterprise license plans.
Configuration scope:
Team tier accounts have Send in Bulk enabled by default with the CSV upload option enabled. No controls are available in the admin interface.
Send in Bulk can be enabled at the account and group levels for enterprise-licensed accounts.
The controls for this feature can be assessed by navigating to Global Settings > Send in Bulk
The configurable options are:
Things to know
- For a user to have access to the Send in Bulk interface, the feature must be enabled in the user's Primary Group.
- The number of transactions that can be generated using the Send in Bulk feature is limited based on the tier of service:
- Enterprise and business-tier customers can generate up to 1,000 transactions.
- Acrobat Pro with advanced e‑sign for teams and Adobe Acrobat Sign Professional customers can generate up to 50 transactions.
- Acrobat Pro with advanced e‑sign can generate up to 50 transactions.
- Small business/Team trials can generate up to five transactions.
- Enterprise trials can generate up to three transactions.