In this help article, we will explain how to delete and replace documents in Blueink after they have been uploaded. Understanding how to manage your documents is essential for ensuring accurate and efficient document preparation. This guide will walk you through the steps to delete a document within a file and delete a file once it has been uploaded to Blueink.
Deleting a Document within a File:
Step 1: Remove Document from File
1.1. Once a file has been uploaded to Blueink, the individual PDFs inside the file cannot be removed directly within the platform. To remove a document from the file, you need to delete the PDF from the file before uploading it to Blueink.
Deleting a File Once Uploaded:
Step 2: Access the Bundle
2.1. Navigate to the bundle where the file has been uploaded.
Step 3: Delete the File
3.1. Locate the file you want to delete within the bundle and click on the "Delete" button or trash icon next to the file.
Step 4: Refresh Your Screen
4.1. After deleting the file, refresh your screen to ensure that the file has been successfully removed.
Step 5: Proceed to Add Signers
5.1. Once the file has been deleted and your screen has been refreshed, click "Next: Add Signers" to continue with the bundle preparation process.
Deleting and replacing documents in Blueink after uploading them is a straightforward process. By following the steps outlined in this help article, you can efficiently manage your documents within the platform. If you need further assistance or have any questions, please refer to Blueink's support resources or contact the support team.