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Adobe Sign - Sending a template to a bulk list

New Here ,
Dec 13, 2021 Dec 13, 2021

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

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Adobe Employee ,
Dec 14, 2021 Dec 14, 2021

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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

 

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New Here ,
Apr 30, 2022 Apr 30, 2022

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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?

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New Here ,
Jan 10, 2023 Jan 10, 2023

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

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