Introduction:
In this help article, we will explain the "Send Later" feature in Blueink. This feature allows you to delay sending an envelope to signers, providing you with greater control over the timing of your document deliveries. This guide will walk you through how the "Send Later" feature works and how to use it in Blueink.
Understanding the "Send Later" Feature in Blueink:
What is "Send Later"?
The "Send Later" feature is a toggle option available when creating an envelope in Blueink. When enabled, it prevents the envelope from being sent to the signer(s) immediately after you press "Send". Instead, the envelope will be saved and can be sent manually at a later time.
How to Use the "Send Later" Feature:
Step 1: Enable "Send Later"
1.1. While creating an envelope, on the Signer's tab, you will see the option to enable the "Send Later" toggle next to each Signer. This will delay the delivery of the envelope to the signer(s).
Step 2: Access the Dashboard
2.1. To send the envelope at a later time, go to your Blueink dashboard.
Step 3: Locate and Select the Envelope
3.1. Find the envelope you wish to send on your dashboard.
3.2. Click on the desired envelope to view its details. This will open the Envelope Details page.
Step 4: Send the Envelope Manually
4.1. On the Envelope Details page, click the "Send" button to manually send the envelope to the signer(s). This will initiate the delivery process.
Conclusion:
The "Send Later" feature in Blueink offers flexibility and control over when your envelopes are sent to signers. By following the steps outlined in this help article, you can delay sending an envelope and manually initiate the delivery at a later time. 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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