Introduction:
Blueink makes it easy to locate all envelopes sent to a specific signer using the Signers tab. This article will guide you through the process of finding these envelopes and viewing their status and details.
1. Finding an Envelope Sent to a Specific Signer using Signers Tab in Blueink
Access the Signers Tab
From the Blueink Dashboard, click on the "Signers" tab. This will take you to the page where you can search for signers in your Blueink account.
Search for the Signer
Type in the name or email address of the signer you're looking for and press enter or click the search button. Blueink will display a list of all signers with a matching name or email address.
Access the Signer Profile
Click on the edit button next to the desired signer to view their profile. This will provide you with more information about the signer and their signing history.
View the Signer's Envelopes
In the Signer Profile, you'll see a tab called "Envelopes." Click on this tab to see a list of all the envelopes that have been sent to this signer, including their current status (e.g., completed, in progress, etc.).
Open the Envelope for More Details
If you need to view the envelope itself, simply click on the envelope name to open it. This will allow you to see more details about the envelope and take any necessary actions.
2. Finding an Envelope Sent to a Specific Signer using Archive Tab in Blueink
Access the Archive Tab
From the Blueink Dashboard, click on the "Archive" tab. This will take you to the page where you can search for signers in your Blueink account.
Search for the Signer
Type in the name or email address of the signer you're looking for and press enter or click the search button. Blueink will display a list of all the envelopes matching the name or email address.
Additional filters
There are also additional filters available to narrow down your search, such as date range and status.
Open the Envelope for More Details
If you need to view the envelope itself, simply click on the envelope name to open it. This will allow you to see more details about the envelope and take any necessary actions.
Conclusion:
Finding envelopes sent to a specific signer in Blueink is a quick and straightforward process. By following these simple steps, you can easily locate all the envelopes associated with a specific signer and view their status and details. This will help you stay organized and manage your document signing process more efficiently.
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