Introduction:
Bundle settings play a crucial role in various domains, from software development to content management systems. They provide a flexible and customizable way to configure and package resources for different purposes. In this article, we will explore the concept of bundle settings in Blueink. It's a simple process that allows you to tailor your settings to suit your unique needs.
Managing Bundle Settings:
Bundle settings can be configured in 3 ways, it can be on the "review, print and send" stage when sending out a Bundle or in your account settings or within a bundle template under “Delivery Options”. Here are the key Bundle Settings:
Basics:
1.1. Bundle Label: This is optional for the signers. They can enter a label that will help identify this Bundle in the Dashboard.
1.2. Bundle expiration: Set an expiration date for the bundle to ensure it is signed within a certain time frame.
1.3 Team: The team determines who can see this Bundle and other defaults like the company name and email message when the Bundle is sent.
1.4. Branding: Assign a Signing Brand. Choose the Brand that will be shown to signers in singing-related emails and during the signing session.
Reminders:
2.1. Reminder emails: Set customizable reminders to be sent to signers who have not yet signed.
2.2. Cancellation notices: Choose to send a notification to all signers if the bundle is canceled.
Messages:
3.1. CC Emails: Send a copy of completed documents to additional email addresses.
3.2. CC yourself: Receive a copy of completed documents after completion.
3.3. Personalize Message to Signers: Customize the email message that is sent to signers with the bundle link, as well as the email that is sent upon bundle completion.
To customize your Account Bundle Defaults in your Account Settings, you can follow these simple steps:
Step 1: Navigate to Account Settings
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
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.
To customize Bundle Defaults under Prepare and Send, you can follow these simple steps:
Step 1: Navigate to Prepare and Send
After logging in to Blueink, you will see "Prepare and Send'' in the upper left corner of the sidebar. Click on "Prepare and Send."
Step 2: Upload the Documents or Use an existing Document Template
Upload the documents or click “Use Document Template”, then go to the "Signers" tab or click on "Add Signers" at the bottom right of the screen.
Step 3: Prepare the Bundle and Send
Prepare the documents with all the required fields and go to “Review and Send” once the bundle is ready to go.
To customize Bundle Defaults under Bundle Templates, you can follow these simple steps:
Step 1: Navigate to Bundle Template
After logging in to Blueink, you will see "Bundle Templates'' in the left sidebar. Click on "Bundle Templates''.
Step 2: Delivery Option
Next, you may proceed to the Delivery Option where you can customize the fundamental parameters of the bundle, such as the Bundle Label, Sign in Order, Expiry Date, Team, and branding. In addition to these options, you can modify the Reminders and messaging according to your specific preferences.
Conclusion:
Understanding and customizing the Bundle settings in Blueink ensures that your document transactions are tailored to your preferences and handled efficiently. This help article provides guidance on configuring Bundle settings in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.