Introduction:
In this help article, we will explain how to create and manage draft envelopes in Blueink. Draft envelopes allow you to save your work in progress and come back to it later. This guide will walk you through how to create a draft envelope, edit it, and delete it if necessary.
Creating a Draft Envelope in Blueink:
Step 1: Envelope Autosave
1.1. While creating an envelope in Blueink, the system automatically saves your progress. If you navigate away from the envelope creation mode, the envelope will be saved as a draft.
Step 2: Access the Dashboard
2.1. To view your draft envelopes, go to your Blueink dashboard.
Step 3: Locate the Drafts Column
3.1. On your dashboard, find the "Draft" column. This is where all your draft envelopes are saved.
Editing a Draft Envelope:
Step 4: Select the Draft Envelope
4.1. Click on the draft envelope that you want to edit within the "Draft" column.
Step 5: Edit the Envelope
5.1. On the Envelope Details page, click "Edit Envelope". This will allow you to continue working on your draft envelope.
Deleting a Draft Envelope:
Step 6: Select the Draft Envelope
6.1. Click on the draft envelope you want to delete within the "Draft" column.
Step 7: Delete the Envelope
7.1. On the Envelope Details page, click "Delete Envelope". This will permanently remove the draft envelope from your dashboard.
Conclusion:
Draft Envelopes in Blueink provide a convenient way to save your work in progress and return to it later. By following the steps outlined in this help article, you can easily create, edit, and delete draft envelopes in Blueink. 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!