Introduction:
In this help article, we will explain the Document Template in Blueink and how to effectively use it. By allowing the inclusion of multiple signers, documents, and attachments within a single document, managing and monitoring document transactions has become a hassle-free experience.
What Document Template?
A Document Template is a pre-made document that can be created in the Template Library and stored for future use. Templates are incredibly useful as they allow you to save time and effort by reusing the document for similar transactions.
How to Access the Document Template:
Follow the steps below to access the Document Template in your Blueink account:
Navigate to the Envelope Section
1.1. Once you are logged in, you will be directed to your Blueink Dashboard.
1.2. From the left-hand side menu, click on the "Document Templates" option. This will take you to the "Document Templates" page.
How to create and use Document Templates effectively:
Create a New Template: Once you're in the Template Library, select the option to create a new template. You will be prompted to give the template a name and choose its category or purpose, such as contracts, agreements, or forms.
Design the Template: After creating a new template, you can design it to suit your specific needs. Include all the necessary sections, placeholders, and formatting elements required for the document. Think about the common information and structure that will be applicable to similar transactions.
Assign Signer Roles: Templates allow you to assign different signer roles to the document. Identify the roles involved in the transaction, such as "Buyer," "Seller," or "Tenant." Assigning roles ensures that the right individuals receive the document and sign their designated sections.
Define Fields for Each Role: For each signer role, define the fields they need to complete or sign. These fields could be text boxes, checkboxes, signature blocks, or date fields. By specifying the fields, you streamline the signing process and ensure all necessary information is captured.
Save and Store the Template: Once you have designed the template, assigned signer roles, and defined the required fields, save the template in the Template Library for future use. Give it a descriptive name and categorize it appropriately to facilitate easy retrieval.
Reuse the Template: Now that you have created and saved the template, you can reuse it for similar transactions. Simply select the template from your library, make any necessary adjustments or additions, and generate a new document based on the template.
Conclusion:
By following these steps, you can create and use templates effectively. Document Templates offer a convenient way to streamline document creation, ensure consistency, and save time in repetitive transactions. Utilize the power of templates to enhance your workflow and improve efficiency.
Need more help? Contact us directly here and our team will be happy to assist you!