Introduction:
This help article will guide you through managing your company account settings in Blueink, which allows you to optimize the e-signing process for all users within your organization.
Managing Your Company Account Settings:
1. Access Company Account Settings: From your Blueink dashboard, click the menu at the top right of your screen.
2. Customize Settings: You can modify various settings, such as the company name, timezone for signing date fields, adding bundle ID to signed documents, enabling the "save as template" option, enabling the "copy bundle" option, and setting the default days to show bundles on the dashboard.
To customize your Account Bundle Defaults, you can follow these simple steps:
Step 1: Navigate to Account Settings
1.1. After logging into your Blueink account, you will be taken to your dashboard. On the top right screen, click “Account” to access account settings.
Step 2: Customize your bundle defaults from the available options
2.1. Bundle Defaults can be set as a default for all users in the account, but users can override the defaults before sending a bundle if needed.
Step 3: Enabling Custom Bundle Settings
If enabled, new Bundles will be created with the default settings that you specify here. Users will still be able to override these defaults when sending a Bundle.
Review Your Company's Bundle Stats in Blueink:
Step 1: Accessing Account Bundle Stats
Log in to your Blueink account using your credentials.
Navigate to the account section.
Look for the "Bundle Stats" to access the relevant information.
Step 2: Analyzing Total Account Users
Take note of the total number of users associated with your account.
Consider comparing this data over different time periods to identify any trends or changes in user activity.
Step 3: Evaluating Bundle Stats by Month
Locate the bundle stats by month section.
Review the data presented, which should include the number of bundles created, completed, sent, expired, or canceled on a monthly basis.
Look for any patterns or fluctuations in bundle activity across different months.
Consider cross-referencing this information with other relevant factors, such as marketing campaigns or seasonal trends, to gain deeper insights into your company's performance.
Conclusion:
By managing your company account settings in Blueink, you can optimize your e-signing process for all users within your organization. Customize settings and manage users to make the most of your Blueink experience. For more information on managing your company account settings, refer to our support resources or contact us today.