In this help article, we will explain how to add and manage signers in Blueink. Adding and managing signers is essential for organizing and streamlining your signing process. This guide will walk you through the process of adding and managing signers in Blueink.
How to Add and Manage Signers in Blueink:
You can add signers during the creation of your bundle and from the signer dashboard. Most users will add new signers when they're creating their bundle for signature.
1.1. When creating your bundle, navigate to the "Signers" tab.
1.2. In the search bar, type the name of the signer and click the blue "Add New Signer" button underneath.
1.3. Add the signer's email address or phone number, depending on your preferred delivery method.
1.4. Click "Save" to add the signer.
Note: If you need to set a signing order, visit the signing order help article.
To manage signers, go to the "Signers" tab on the left side of your dashboard. Here, you can:
2.1. Adjust the name, email address, or phone number of your signers.
2.2. Delete any signers that you may not want to keep stored.
2.3. Search for signers to find their contact information.
2.4. Add signers you may send a bundle to later on.
Adding and managing signers in Blueink is crucial for keeping your signing process organized and efficient. This help article provides the necessary steps to add and manage signers in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.