In this help article, we will explain how to create a template 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.

1.1. Click on the "Document Template" tab on the left side of your account. The Document Template is where your reusable templates are stored and managed.

2.1. Click the "Create Reusable Template" button at the top of the Document Template page.

3.1. Drag and drop or click to select a file to upload the PDF document that you want to use as your template. Make sure the document is properly formatted as a PDF document and contains all the necessary content.
​
​Note: Other valid document format

4.1. To effectively manage multiple signers in a document, assign a signer role label that corresponds to each signer's title or position. For instance, if several people need to sign the document, label each signer with a title that accurately reflects their role. To add additional roles, click on "Add Signer Role" and create as many roles as necessary to accommodate the document’s needs.

If the pre-existing labels don't fit your requirements, you can select the "Custom" option to create a unique label for each signer. This ensures flexibility and clarity in assigning responsibilities.

5.1. Add Fields: For each signer, you can insert specific fields like signature boxes, text fields, date fields, and checkboxes. These fields will be pre-configured to suit each role, simplifying the process when reusing the document later.
​
5.2 Assign Fields to Signers: Before adding fields, click on the signer’s initials on the right-hand side of the page to pre-select the designated signer. Alternatively, you can add the field first and then assign it by ticking the correct signer role on the left-hand side.

5.3 Mark Required Fields: You have the option to mark fields as "Required." A signer cannot submit the document unless all required fields are completed. You can enable or disable this option for each field as necessary.
​

5.4 Delete Fields: If needed, you can remove a field by selecting the delete option.

6.1. Once you have added all the necessary signer role labels and pre-set fields, click "Finish" to save your template. The template will now be available in your Document Template for future use.

1.1. Click on the "Envelope Template" tab on the left side of your account. The Envelope Template is where your reusable templates are stored and managed.

2.1. Click the "Add New Envelope Template" button at the top of the Envelope Template page.

3.1. To upload a document, you have two methods available:

3.1.a Use Document Template: This option allows you to quickly pull an existing template from the Document Template library, ideal for reusing pre-made forms or documents.

3.1.b Drag and Drop or Click to Upload a New Document: Here, you start fresh by uploading a new document. Once uploaded, you can set it up by adding signer roles, fields, and other necessary elements. This option gives you full flexibility to customize the document from scratch.
​
​Note: Other valid document format

4.1. The default label for signers is "Signer." However, when handling documents with multiple signers, it's more efficient to assign a specific signer role label that aligns with each signer's title or position. For example, if several individuals need to sign the same document, label each signer according to their respective roles, such as "Manager" or "Client." To add more roles, simply click "Add Another Signer" and create as many roles as needed to accommodate the document’s requirements. This ensures better organization and clarity when managing signatures.

5.1. Add Fields: For each signer, you can insert specific fields like signature boxes, text fields, date fields, and checkboxes. These fields will be pre-configured to suit each role, simplifying the process when reusing the document later.
​
5.2 Assign Fields to Signers: Before adding fields, click on the signer’s initials on the right-hand side of the page to pre-select the designated signer. Alternatively, you can add the field first and then assign it by ticking the correct signer role on the left-hand side.

5.3 Mark Required Fields: You have the option to mark fields as "Required." A signer cannot submit the document unless all required fields are completed. You can enable or disable this option for each field as necessary.
​

5.4 Delete Fields: If needed, you can remove a field by selecting the delete option.

6.1. The document is automatically saved. Once you have added all the necessary signer role labels and pre-set fields, just close the page. The template will now be available in your Envelope Template for future use.

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!