Introduction:
In the fast-paced world of digital transactions, staying informed about your documents' status is crucial. Knowing when a signer views an envelope not only enhances accountability but also enables timely follow-ups, ensuring smoother and more efficient workflows. While the Event Log allows users to monitor envelope activity, this help article will guide you through enabling notifications for envelope views in Blueink, empowering you to maintain better control over your document processes.
1. How to Enable View Notification in Blueink:
Follow these steps to enable view notification in Blueink:
Step 1: Prepare your Envelope
1.1. Create a new envelope or select an existing one to enable view notification.
Step 2: Access the "Review, Print, Send" tab
2.1. While preparing your envelope, navigate to the "Review, Print, Send" tab. This tab allows you to review your envelope, make any final adjustments, and send it to the signers.
Step 3: Open the "Messages" section
3.1. On the "Review, Print, Send" tab, click on the "Messages" section to expand it. This section contains essential settings and information related to your envelope.
Step 4: Enable View Notification
4.1. In the "Messages" section, you will see two options called "Notify yourself when envelope is viewed" and "Notify CC Emails when envelope is viewed." Click on either one or both as you see fit. This will enable the view notification to the sender and/or those CC'd on the envelope.
Step 5: Save and send the envelope
5.1. After enabling view notification and making any other necessary adjustments, click on the "Send" button to send the envelope to the signers.
2. How to Enable View Notification from an Envelope Template
Step 1. Navigate the Platform
1.1 After logging in to your Blueink account, click “Envelope Templates” in the left corner of your screen.
Step 2. Create or Edit a new Envelope Template
2.2 Once you are in the "Envelope Templates" section, create a new envelope template or select an existing one.
Step 3. Navigate to the Delivery Options
3.3 While preparing your envelope template, navigate to the "Delivery Options" tab. This tab allows you to review your envelope settings.
Step 4. Enable View Notification
4.4 On the "Delivery Options" tab, you will see two options called "Notify yourself when envelope is viewed" and "Notify CC Emails when envelope is viewed." Click on either one or both as you see fit. This will enable the view notification to the sender and/or those CC'd on the envelope.
3. How to Enable View Notification as the Default for the Account
Note: Only admin users can modify the account settings.
Step 1. Navigate to the Account Settings
1.1 Click the initial icon on the upper right of the page.
Step 2. Open the "Messages" section
2.1 On the "Envelope Defaults" tab, click on the "Messages" section to expand it. This section contains essential settings and information related to your envelope.
Step 3: Enable View Notification
3.1. In the "Messages" section, you will see two options called "Notify yourself when envelope is viewed" and "Notify CC Emails when envelope is viewed." Click on either one or both as you see fit. This will enable the view notification to the sender and/or those CC'd on the envelope.
Note: To trigger the view notification, the signer will need to click on the "Continue" button.
Sample View Email Notification:
Conclusion:
Staying informed about your documents' status is vital in today's digital landscape. By following the guidance in this article, you can effectively track when a signer views your envelope, leading to improved accountability and more efficient workflows. Implementing these practices will help you maintain better control over your document processes and ensure timely follow-ups.
Need more help? Contact us directly here and our team will be happy to assist you!