Introduction:
In this help article, we will explain how to create a template using the sent envelope in Blueink. Reusable templates can significantly speed up the process of preparing and sending documents for signatures, especially when you frequently use the same documents with your team. This guide will walk you through the process of creating a reusable template with signer role labels and pre-set fields.
Creating a Template in Blueink:
Step 1: Select an envelope
1.1. On the Real-Time Dashboard, locate the envelope you want to view in detail. You can search for a specific envelope by using the filtering feature.
Step 2: Access envelope details
2.1. Click on the desired envelope to open the "Envelope Details" page. This page provides real-time information about the signer(s) status, an event log, a live view of the document, and the ability to download a copy of the completed PDF(s) and edit the Signer's information.
Step 3: Save as a template
3.1. Whether your envelope is active or not, the "Save as Template" feature is always available for your convenience. To save an envelope as a template, follow these simple steps:
Click on the three dots next to the "Quick View" option.
Select "Save as Template" from the drop-down menu.
By following these steps, you can easily save your envelope as a template for future use.
Conclusion:
Creating a template in Blueink is a convenient way to streamline your document preparation and signing process. By following the steps outlined in this help article, you can create reusable templates with signer role labels and pre-set fields, making it easier to prepare documents for signatures. If you need further assistance or have any questions, 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!