In this help article, we will explain how to upload and send a bundle in Blueink. This process is essential when you need to quickly prepare a document for signing. This guide will walk you through the steps to create and send a bundle using the "Prepare & Send Doc" tab in your Blueink account.

Follow these steps to upload and send a bundle in Blueink:

1.1. On the left side of your account dashboard, click on the "Prepare & Send Doc" tab. This tab allows you to create and send a new bundle.

2.1. Drag and drop or click to upload the PDF that requires signatures. If you want to use a document from your template library, click "Use Document Template" to select it.

3.1. Click in the search bar and type the name of Signer 1. If the signer isn't stored in your account, you'll be prompted to click "Add New Signer."

3.2. After clicking "Add New Signer," you'll be directed to add the signer's email or phone number. Enter the information and press "Save." You've now added Signer 1.

4.1. Click on the field you want to add to the document, then drag your cursor to the desired location and click again to drop the field.

4.2. Resize the field box as needed by clicking on the field and using the corners of the field box.

5.1. Review the bundle to ensure all fields are correctly placed and all signers have the correct name and delivery information.

5.2. Once you've reviewed the bundle, click "Send" to send it to the signers for signature.

Uploading and sending a bundle in Blueink is a simple process that allows you to quickly prepare a document for signing. This help article provides the necessary steps to create and send a bundle using the "Prepare & Send Doc" tab in your Blueink account. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.
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​Upload and Send a Bundle How-To: