In this help article, we will explain how to manage Bundle settings and defaults in Blueink. By customizing these settings, you can ensure your document transactions are handled efficiently and according to your preferences.
Managing Bundle Settings:
Bundle settings can be configured on the "review and send" stage when sending out a Bundle or in your account settings. Here are the key Bundle settings:
1.1. Sign-in order: Choose whether signers can sign in any order or must sign in a specific order.
1.2. Bundle expiration: Set an expiration date for the bundle to ensure it is signed within a certain time frame.
1.3. Branding: Assign a Signing Brand.
2.1. Reminder emails: Set customized reminders to be sent to signers who have not yet signed.
2.2. Cancellation notices: Choose to send a notification to all signers if the bundle is canceled.
3.1. CC Emails: Send a copy of completed documents to additional email addresses.
3.2. CC yourself: Receive a copy of all emails sent to signers.
3.3. Personalize Message to Signers: Customize the email message that is sent to signers with the bundle link.
Configuring Bundle Defaults:
To customize your Account Bundle Defaults, follow these steps:
Navigate to Account settings.
Customize your bundle defaults from the available options.
Note: Bundle Defaults can be set as a default for all users in the account, but users can override the defaults before sending a bundle if needed.
Managing Bundle settings and defaults in Blueink ensures that your document transactions are tailored to your preferences and handled efficiently. This help article provides guidance on configuring Bundle settings and defaults in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.