Introduction:
In this help article, we will explain how to change the envelope expiration in Blueink. Adjusting the envelope expiration allows you to set a deadline for your recipients to sign the documents. This guide will walk you through the process of changing the envelope expiration during the preparation of a envelope in Blueink.
1. How to Change the Envelope Expiration in Blueink:
Follow these steps to change the envelope expiration in Blueink:
Step 1: Prepare your Envelope
1.1. Create a new envelope or select an existing one to adjust the expiration.
Step 2: Access the "Review, Print, Send" tab
2.1. While preparing your envelope, navigate to the "Review, Print, Send" tab. This tab allows you to review your envelope, make any final adjustments, and send it to the signers.
Step 3: Open the "Basics" section
3.1. On the "Review, Print, Send" tab, click on the "Basics" section to expand it. This section contains essential settings and information related to your envelope.
Step 4: Change the envelope expiration
4.1. In the "Basics" section, you will see an option called "Expire After" with an input field for the number of days. Click on the input field and enter the desired number of days after which the envelope should expire. This will set a deadline for the recipients to sign the documents.
Step 5: Save and send the envelope
5.1. After adjusting the envelope expiration and making any other necessary adjustments, click on the "Send" button to send the envelope to the signers.
2. How to Change the Envelope Expiration from an Envelope Template
Step 1. Navigate the Platform
1.1 After logging in to your Blueink account, click “Envelope Templates” on the left corner of your screen.
Step 2. Create or Edit a new Envelope Template
2.2 Once you are in the "Envelope Templates" section, create a new envelope template or select an existing one.
Step 3. Navigate to the Delivery Options
3.3 While preparing your envelope template, navigate to the "Delivery Options" tab. This tab allows you to review your envelope settings.
Step 4. Change the Envelope Expiration
4.4 On the "Delivery Options" tab, you will see "Expire After (in Days)" with an input field for the number of days. Click on the input field and enter the desired number of days after which the envelope should expire. This will set a deadline for the recipients to sign the documents.
3. How to Change the Envelope Expiration as the default for the account
Step 1. Navigate to the Account Settings
1.1 Click the initial icon on the upper right of the page.
Step 2. Open the "Basics" section
2.1 On the "Envelope Defaults" tab, click on the "Basics" section to expand it. This section contains essential settings and information related to your envelope.
Step 3: Change the envelope expiration
3.1. In the "Basics" section, you will see an option called "Expire After" with an input field for the number of days. Click on the input field and enter the desired number of days after which the envelope should expire. This will set a deadline for the recipients to sign the documents.
Conclusion:
Changing the envelope expiration in Blueink is a useful feature that allows you to set a deadline for your recipients to sign the documents. This help article provides the necessary steps to change the envelope expiration during the preparation of an envelope in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.