Introduction:
Managing multiple documents and signers within a single e-signature envelope just got significantly easier. Blueink's latest update revolutionizes our role assignment system, resolving previous challenges encountered when combining different document templates and PDF uploads. This enhancement intelligently identifies duplicate signers across documents, regardless of varying role labels, providing a streamlined and intuitive experience. Say goodbye to confusing signer lists and hello to enhanced visibility, control, and efficiency in your document preparation workflow. Discover how this update simplifies signer management and empowers you to focus on your business objectives.
Adding Label to Signer Roles:
Note: This feature is already available to "Envelope Templates" and was just recently added to "Document Templates."
Step 1: Access the "Document Template" tab
1.1. On the left side of your account dashboard, click on the "Document Template" tab. This tab allows you to create and use a template to send a new envelope.
Step 2: Create or Edit a Template
2.1. Click the Create a New Template button at the upper right corner of the screen if creating a template, or search for an existing template and click the edit icon to modify a template.
Step 3: Add a Label to Signer Roles
3.1. Go to the Signer Roles tab, click the edit icon for each signer role, and then add a label.
Note: If more than two document templates were used to send, the system will merge duplicate signer roles regardless of their customized label.
Changing Signer Roles:
This is another feature where you can change the signer roles for each document.
Step 1: View All Assignments
1.1. Click the "View All Assignments" to view all the signer roles
Step 2: Edit the Assigned Roles
2.1. Click each dropdown list to change the signer roles of the signers per document.
Conclusion:
In short, Blueink's enhanced role assignment system streamlines the entire e-signature process. By intelligently managing signers across multiple documents and providing a consolidated view of all assignments, this update significantly improves workflow efficiency and reduces administrative overhead. The intuitive interface and flexible role management options empower users to focus on their core tasks, ultimately boosting productivity and simplifying the process of obtaining legally binding signatures.
Need more help? Contact us directly here and our team will be happy to assist you!