In this help article, we will explain how to turn on reminders and cancellation notices in Blueink. Enabling these notifications can help ensure that your signers complete the bundle in a timely manner and are aware of any cancellations or expirations. This guide will walk you through the process of turning on reminders and cancellation notices during the preparation of a bundle in Blueink.
How to Turn on Reminders and Cancellation Notices in Blueink:
Follow these steps to turn on reminders and cancellation notices in Blueink:
Step 1: Prepare your bundle
1.1. Create a new bundle or select an existing one to enable reminder notifications and cancellation notices.
Step 2: Access the "Review, Print, Send" tab
2.1. While preparing your bundle, navigate to the "Review, Print, Send" tab. This tab allows you to review your bundle, make any final adjustments, and send it to the signers.
Step 3: Open the "Reminders" section
3.1. On the "Review, Print, Send" tab, click on the "Reminders" section to expand it. This section contains options for enabling reminder notifications and cancellation notices.
Step 4: Turn on reminders and/or cancellation notice
4.1. In the "Reminders" section, you will see options to turn on reminders and cancellation notices. Check the boxes next to the respective options to enable them.
Step 5: Configure reminder settings
5.1. Once you have enabled reminders, you can set the following parameters for the reminders:
The number of days after which the first reminder should be sent
The frequency (in days) of subsequent reminders
The number of days before the bundle expires when a reminder should be sent
Step 6: Save and send the bundle
6.1. After turning on reminders and cancellation notices, and making any other necessary adjustments, click on the "Send" button to send the bundle to the signers.
Turning on reminders and cancellation notices in Blueink helps keep your signers informed about pending bundles and any cancellations or expirations. This help article provides the necessary steps to enable these notifications during the preparation of a bundle in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.