Introduction:
In this help article, we will explain how to send a template from your Document Template in Blueink. Templates are a convenient way to streamline your document preparation and signing process. This guide will walk you through the steps to send an envelope using a template from your Document Template.
Sending a Template from Your Document Template:
Step 1: Access the Document Template
1.1. To access the Document Template, click on the "Document Template" tab on the left side of your account. The Document Template is where all your reusable templates are stored and managed.
Step 2: Select a Template
2.1. Find the template you would like to use and click on the "Use this Template" button. This will initiate the process of sending an envelope using the selected template.
Step 3: Add Signers
3.1. You will be directed to the "Prepare & Send Docs" tab. Verify that the correct template has been selected and click "Next: Add Signers".
3.2. Add the signers' information to the appropriate signer roles. If you don't have signers for specific roles, you can disable the role by clicking the blue toggle on the right side of the box. Once all signer roles have been implemented, move forward by clicking "Next: Prepare Docs".
Note: If the "Next: Prepare Docs" button isn't green, double-check that you have set up the signers' information correctly. In most cases, you will need to press "Save".
Step 4: Add Default Values
4.1. On the "Prepare Docs" step, add default values for any field boxes on the document. These values are typically information you want to add to the document before sending it to your signers. After entering the necessary information, click "Next: Review and Send".
Step 5: Review and Send
5.1. Review the envelope to ensure that the field boxes and signer information are correctly entered. Once you have thoroughly reviewed the envelope, click the "Send" button to send the envelope to your signers for signature.
Conclusion:
Sending a template from your Document Template in Blueink is an efficient way to prepare and send documents for signing. By following the steps outlined in this help article, you can quickly send an envelope using your existing templates. 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!