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Participant
December 13, 2021
Question

Adobe Sign - Sending a template to a bulk list

  • December 13, 2021
  • 2 replies
  • 1029 views

I know how to send a document to a bulk list. Does anyone know how to send a template to a bulk list?

This topic has been closed for replies.

2 replies

Participant
April 30, 2022

I have a similar question. I see lots of information on how to create templates and "use" a template to send a document to an individual email address, or to send a document to multiple emails where all parties need to sign.

 

Can you use a template to send a document to many email addresses, such that each email recipient gets their own document to complete inidvidually?

 

When I try to use the "bulk send" feature, I am only able to see my documents, not my templates. And when I start with "using" a template, I don't see how to send the associated document to multiple email recipients individually.

 

Am I missing something?

Participant
January 10, 2023

Under Request Signatures in Bulk, where it says Drag/Drop/Select Files, choose Select Files and it will let you select a template.

Meenakshi_Negi
Legend
December 14, 2021

Hi Dana,

 

Thank you for reaching out.

 

As you have mentioned above, you are looking for the information to send the templates to the bulk list.

If you are referring to sending the template as a template but not a document for signature, then it is not possible. You may use the template as a document and send it for signature.

However, there is an option to share the template within the group/ account. Please refer to the information provided in the following documents:

- https://helpx.adobe.com/sign/using/create-document-template.html

https://helpx.adobe.com/sign/how-to/adobe-create-a-template.html

 

Hope the information helps.

Let us know if you have any questions.

 

Thanks,

Meenakshi