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Understanding Sent Envelopes in Blueink: Key Features and Post-Sending Edits
Understanding Sent Envelopes in Blueink: Key Features and Post-Sending Edits

This article will help you understand key features of the dashboard.

Sophia Rose avatar
Written by Sophia Rose
Updated over 2 weeks ago

Introduction:

When documents are sent for signing, a Sent Envelope is generated as a by-product. This article will guide you through the essential features of the Sent Envelope, such as the Realtime Event Log and the Certificate of Evidence. Additionally, you will learn how to edit signer information after an envelope has been sent.

Realtime Event Log

The Realtime Event Log is a comprehensive record of all actions and activities that occur during the signing process of a document. It provides valuable insights into the document signing process, ensuring a smooth and secure signing experience. The event log captures details such as:

  • Date and time of each action

  • Name of the person who performed the action

  • The action itself

This information is helpful in ensuring compliance with legal and regulatory requirements and can be useful in resolving disputes or discrepancies that may arise.

Certificate of Evidence

The Certificate of Evidence creates a detailed audit trail for the completed envelope. To access it, click on the completed envelope in question, and you will see the "Certificate of Evidence" option next to all signers. It includes information such as:

  • Name of the creator

  • Signers' names and contact information

  • Authentication methods

  • Included documents

  • Signature/attachment placement

The Certificate of Evidence ensures compliance with legal and regulatory requirements and can help resolve disputes by providing a clear record of signing actions.

Editing Signer Information after Sending an Envelope

To edit signer information in a sent envelope, follow these steps:

  1. Navigate to your Blueink Dashboard.

  2. Find the sent envelope that you want to edit, and click on it to open it.

  3. Scroll down to the "Signers" section and find the signer whose information you want to edit.

  4. Click on the "Edit" button next to the signer's name.

  5. Make the necessary changes to the signer's information.

  6. Click "Save" to save the changes.

Please note that you cannot edit a signer's information once they have started the envelope or after the document has been signed. Additionally, after updating the signer information, you will need to click "Resend" to notify the signer of the changes.

Locating Your Envelope Code

To locate your envelope code, follow these steps:

  1. Go to your Dashboard.

  2. Click on the envelope you're trying to find the code for.

  3. You will find the envelope code at the top right corner of the screen.

Conclusion:

In summary, the Sent Envelope serves as a crucial by-product of the document signing process, providing valuable tools like the Realtime Event Log and the Certificate of Evidence. Understanding these features enhances your ability to track and verify document transactions. Moreover, the ability to edit signer information post-sending adds flexibility and ensures the accuracy of the signing process. By mastering these aspects, you can effectively manage and optimize your document workflow.


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