Introduction:
In this help article, we will explain how to turn on reminder notifications in Blueink. Enabling these reminders can help ensure that your signers complete the bundle in a timely manner. This guide will walk you through the process of turning on reminders during the preparation of a document bundle in Blueink.
How to Turn on Reminders Notification in Blueink:
Follow these steps to turn on reminders in Blueink:
Step 1: Prepare your document or bundle
1.1 Create a new document, bundle, or template, or select an existing one to enable reminder notifications.
Step 2: Access the "Review, Print, Send" tab
2.1. While preparing your documents or template, navigate to the "Review, Print, Send" or delivery options tab. These tabs allow you to review your documents or templates and make any setting adjustments.
Step 3: Open the "Reminders" section
3.1. On the "Review, Print, Send" tab or delivery options tab, click on the "Reminders" section to expand it. This section contains options for enabling reminder notifications.
Step 4: Turn on reminders and/or cancellation notice
4.1. In the "Reminders" section, you will see options to turn on reminders. 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 bundle expires when a reminder should be sent
Step 6: Save and send the document or bundle
6.1. After turning on reminders and cancellation notices, and making any other necessary adjustments, click on the "Send" button to send the document or bundle to the signers. For a template, you can simply start utilizing it and the reminders will be configured for future uses.
Conclusion:
Turning on reminders in Blueink helps keep your signers informed about pending documents or bundles. This help article provides the necessary steps to enable this notification during the preparation of documents or templates in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.