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.
Creating a Template in Blueink:
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: Create a New Template
2.1. Click the "Create Reusable Template" button at the top of the Template Library page.
Step 3: Upload a Document
3.1. Drag and drop or click to upload the PDF document that you want to use as the basis for your template. Make sure the document is properly formatted as a PDF document and contains all the necessary content.
Step 4: Add Signer Role Labels
4.1. In the template editor, add signer role labels to identify each signer according to the title they represent. For example, if you have multiple signers for one document, choose a label for each signer with the title that best fits their role in the document.
Step 5: Add Pre-set Fields for Each Signer Role
5.1. For each signer role, add the desired field boxes such as signature fields, text fields, date fields, and checkboxes. These fields will be pre-configured for each signer, making it easier to reuse the document in the future.
Step 6: Save the Template
6.1. Once you have added all the necessary signer role labels and pre-set fields, click "Save" to save your template. The template will now be available in your Template Library 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.
How to Create a Template in Blueink: