Introduction:
In this help article, we will explain how to add multiple templates to an envelope in Blueink. Combining multiple templates into a single envelope can help streamline your document preparation and signing process. This guide will walk you through the steps to add multiple templates to an envelope in Blueink.
Adding Multiple Templates to an Envelope:
Step 1: Navigate to "Prepare and Send Docs"
1.1. Click on the "Prepare and Send Docs" tab in your Blueink account.
Step 2: Access Document Templates
2.1. Click on the "Use Document Template" button located under the "Add Documents" section.
Step 3: Select Multiple Templates
3.1. Once the document templates tab opens, you can select multiple templates by clicking on each desired template. The selected templates will be highlighted.
Step 4: Add Selected Templates to Envelope
4.1. After selecting all the desired templates, click on the "Add Documents" button. The selected templates will now be added to your envelope, and you can proceed with the rest of the envelope preparation process.
Conclusion:
Adding multiple templates to an envelope in Blueink is an efficient way to prepare and send documents for signing. By following the steps outlined in this help article, you can quickly create an envelope with multiple templates. If you need further assistance or have any questions, please refer to Blueink's support resources or contact the support team.
Need more help? Contact us directly here and our team will be happy to assist you!