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Understanding Auto Generate Field in Blueink
Understanding Auto Generate Field in Blueink
Raymund Mission avatar
Written by Raymund Mission
Updated over 2 months ago

Introduction:

In this article, we'll explore the Auto Generate Field feature in Blueink, which simplifies template setup and document preparation for signing. With this tool, you can eliminate the hassle of manually adding and resizing fields, making your workflow more efficient.

How to Use the Auto Generate Field

1. Create a Template or Upload a Document for Signing

Refer to these links:
1. Create a Template

2. Activate Auto Generate Fields

2.1 During the Prepare stage, click "Auto Generate Fields" instead of manually adding the fields.

2.2 If you have more than two signers, select which signer should be assigned to the fields, and then click "Import Fields."

Note: Currently, all detected fields are assigned to a single signer. If your document requires multiple signers, you can easily reassign the fields after they are added to ensure everything is organized to your preference.

2.3 Wait for the import to complete. You will know it's finished when you see this:

2.4 Click "Close" to view the results.

2.5 If you have two or more documents uploaded, you will need to activate Auto Generate Fields for each document separately.

Conclusion:

In conclusion, the Auto Generate Field feature in Blueink significantly streamlines the process of setting up templates and preparing documents for signing. By automating field creation and adjustments, you can save time and reduce errors, ultimately enhancing your efficiency and productivity. Embrace this tool to make your document management smoother and more effective.
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