Introduction:
In Blueink, managing your signers and their contact information is crucial for ensuring that your documents are sent to the correct recipients. This article will guide you through the process of viewing and editing signer information in Blueink.
Access the Signers Tab
From the Blueink Dashboard, click on the "Signers" tab. This will take you to a list of all your signers, allowing you to manage their contact information.
Edit Signer Information
To edit a signer's information, click on the edit icon on the right side of your screen. This will bring you to their signer profile with their details.
In the signer profile, you can edit their name, email, and phone number as needed. Make sure to click on the "Save" button at the bottom of the pop-up window to save your changes.
Add a New Signer
If you want to add a new contact, you can do so by clicking on the "Add Signer" button. This will bring up a new window where you can enter the new signer's information. Fill in the required fields and click "Save" to add the new signer to your list.
Conclusion:
By managing your signers and their contact information in Blueink, you can easily access their details whenever you need to send a new bundle. This can save you time and help ensure that your documents are sent to the correct recipients. Remember to keep your signer information up-to-date to maintain an efficient document signing process.