Introduction:
In this help article, we will explain how to turn on reminders and cancellation notices in Blueink. Enabling these notifications can help ensure that your signers complete the envelope in a timely manner and are aware of any cancellations or expirations. This guide will walk you through the process of turning on reminders and cancellation notices during the preparation of an envelope in Blueink.
How to Turn on Reminders and Cancellation Notices in Blueink:
Follow these steps to turn on reminders and cancellation notices in Blueink:
Step 1: Prepare your envelope
1.1. Create a new envelope or select an existing one to enable reminder notifications and cancellation notices.
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 "Reminders" section
3.1. On the "Review, Print, Send" tab, click on the "Reminders" section to expand it. This section contains options for enabling reminder notifications and cancellation notices.
Step 4: Turn on reminders and/or cancellation notice
4.1. In the "Reminders" section, you will see options to turn on reminders and cancellation notices. Check the boxes next to the respective options to enable them.
Step 5: Configure reminder settings
5.1. Once you have enabled reminders, you can set the following parameters for the reminders:
The number of days after which the first reminder should be sent
The frequency (in days) of subsequent reminders
The number of days before the envelope expires, when a reminder should be sent
Step 6: Save and send the envelope
6.1. After turning on reminders and cancellation notices and making any other necessary adjustments, click on the "Send" button to send the envelope to the signers.
How to Set the Reminders and Cancellation Notices as Default in Blueink:
Follow these steps to set as default the reminders and cancellation notices in Blueink:
Step 1: Access the Menu Bar
1.1. Click the menu bar located at the top right of your dashboard.
Step 2: Navigate to Settings
2.1. On the dropdown list, choose "Account."
Step 3: Turn on reminders and/or cancellation notice
3.1. Locate the Envelope Defaults tab, then click on the Reminders tab.
3.2. In the "Reminders" section, you will see options to turn on reminders and cancellation notices. Check the boxes next to the respective options to enable them.
Step 4: Configure reminder settings
4.1. Once you have enabled reminders, you can set the following parameters for the reminders:
The number of days after which the first reminder should be sent
The frequency (in days) of subsequent reminders
The number of days before the envelope expires, when a reminder should be sent
Conclusion:
Turning on reminders and cancellation notices in Blueink helps keep your signers informed about pending envelopes and any cancellations or expirations. This help article provides the necessary steps to enable these notifications during the preparation of an envelope in Blueink. If you have any questions or need further assistance, 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!