Introduction:
In this help article, we will guide you through the process of managing your Blueink User Profile, including updating your personal information, changing your password, adjusting default days on the dashboard, and managing your saved signatures. By following these simple steps, you can easily maintain and update your Blueink account.
Managing Your Blueink User Profile:
Step 1: Updating Your Profile Information
1.1. Click the Menu tab in the top right corner of your screen.
1.2. Select "Profile" from the dropdown menu.
1.3. Make the necessary changes to your information and dashboard settings.
1.4. Click the "Save" button to save your changes.
Step 2: Changing Your Blueink Password
2.1. Click on the Account Menu button located in the top right corner of the screen.
2.2. Select "Profile" from the dropdown menu.
2.3. Scroll down & click on the "Change Password" button.
2.4. Enter your current password and then enter your new password twice to confirm it.
2.5. Click "Save" to apply your new password.
Note: It's a good idea to choose a strong, unique password and update it regularly to help keep your account secure. If you have any trouble changing your password, contact BlueInk's support team for assistance.
Step 3: Changing Default Days on the Dashboard
3.1. Go to the "Profile" section following the steps in 1.1 and 1.2.
3.2. Locate the "Default Days" setting and select the desired number of days from the
dropdown menu.
3.3. Click "Save" to apply your new default days setting.
Note: Your dashboard will display data from the number of days you selected by default. You can always adjust the date range to view data from a specific time period, regardless of your default setting.
Step 4: Managing Your Saved Signatures
4.1. Log in to your account and go to your dashboard screen.
4.2. Click Account Menu and select "Signatures."
4.3. Click "Add Signature" or "Add Initials" to create your permanent signature or initials.
4.4. Use your user signer profile to apply your signature or initials to documents automatically.
Conclusion:
By following these steps, you can efficiently manage and update your Blueink User Profile. If you need further assistance or have any questions, feel free to contact our support team.