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Sending a Template from Your Template Library in Blueink
Sending a Template from Your Template Library in Blueink

In this help article, we will explain how to send a template from your Template Library in Blueink.

Scott Gentry avatar
Written by Scott Gentry
Updated over a week ago

Introduction:

In this help article, we will explain how to send a template from your Template Library 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 a bundle using a template from your Template Library.

Sending a Template from Your Template Library:

Step 1: Access the Template Library

1.1. To access the Template Library, click on the "Template Library" tab on the left side of your account. The Template Library 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 a bundle 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".

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 bundle to ensure that field boxes and signer information are correctly entered. Once you have thoroughly reviewed the bundle, click the "Send" button to send the bundle to your signers for signature.

Conclusion:

Sending a template from your Template Library 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 a bundle 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.

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