In this help article, we will guide you through the process of preparing and sending a document for signing using Blueink. By following these simple steps, you can easily upload a document, add signers, and customize the signing order and fields.

1.1. Go to the "Prepare & Send Doc" tab on the left side of your Blueink account.
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1.2. Drag and drop the PDF or click to upload it. If the document is in your template library, select it by clicking "Use Document Template".

Please note: The document must be in PDF format.

2.1. Type the name of Signer 1 in the search bar. If this person isn't already in your account, you'll be prompted to add a new signer.
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2.2. Enter the signer's email or phone number for delivery and click "Save".

3.1. Enable the blue toggle that says "sign in order" to customize the routing of the document.
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3.2. Drag and drop your signers in the order you want them to sign. Signers' numbers do not change; the order goes from top to bottom.

4.1. Click on the signer for whom you want to add input fields.
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4.2. Find the field you want to add, drag the cursor to the desired spot, and click again to place the field.
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4.3. Make the field required or unrequired as necessary and resize it.

5.1. Check that all fields are in the correct location and assigned to the appropriate signers.
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5.2. Customize Bundle settings by clicking the edit button next to each setting (e.g., Reminders, CC, Expiration, Custom Messaging, etc.).
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5.3. Add an "Bundle Label" by clicking "Basics" on the "Review, Print, Send" tab.
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5.4. Click "Send" to send out the Bundle for signing.

By following these steps, you can efficiently prepare and send a document for signing using Blueink. If you need further assistance or have any questions, feel free to contact our support team.