Introduction:
In this help article, we will explain how to enable and disable signer roles in Blueink. Signer roles allow you to define specific roles for different signers in a document. This guide will walk you through the process of enabling and disabling signer roles when preparing a envelope with your document templates.
Enabling and Disabling Signer Roles in Blueink:
Step 1: Access the "Prepare & Send Docs" Tab
1.1. Click on the "Prepare & Send Docs" tab on the left side of your account. This is where you will prepare your envelopes using your document templates.
Step 2: Select a Template
2.1. Choose a template from your Template Library by clicking "Use this Template" and proceed to the "Add Signers" step.
Step 3: Enable or Disable Signer Roles
3.1. In the "Add Signers" step, you will see a list of available signer roles with blue toggle buttons next to each role. To enable or disable a signer role, simply click on the blue toggle button.
Step 4: Add Additional Signer Roles
4.1. If you need more signer roles for a particular envelope, scroll down to the bottom of the screen to find additional signer roles. Enable as many roles as needed by clicking on the blue toggle buttons.
Step 5: Proceed with Envelope Preparation
5.1. After enabling or disabling the desired signer roles, continue with the envelope preparation process by adding signer information, placing fields, and sending the envelope for signature.
Conclusion:
Enabling and disabling signer roles in Blueink is a straightforward process that allows you to customize your envelopes to fit the needs of your specific signing scenario. By following the steps outlined in this help article, you can easily manage signer roles when preparing an envelope with your document templates. If you need further assistance or have any questions, please refer to Blueink's support resources or contact the support team.
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