Introduction:
In this help article, we will explain the Envelope Template in Blueink and how to effectively use it. By allowing the inclusion of multiple signers, documents, and attachments within a single envelope template, managing and monitoring document transactions has become a hassle-free experience.
What is an Envelope Template?
An Envelope Template is a collection of documents that can include any combination of signers and documents. It can be sent out either through the "prepare and send" option or through a template.
How to Access the Envelope Template:
Follow the steps below to access the Envelope Template in your Blueink account:
Navigate to the Envelope Template Section
1.1. Once you are logged in, you will be directed to your Blueink Dashboard.
1.2. From the left-hand side menu, click on the "Envelope Templates" option. This will take you to the "Envelope Templates" page.
How to utilize Envelope Templates effectively:
Creating an Envelope Template:
Start by identifying the documents and participants involved in your transaction.
Compile all the necessary files, including the main document(s) and any supplementary attachments.
Determine the individuals who need to sign the documents, and gather their contact information.
Adding Signers:
Within the Envelope Template, you can easily include multiple signers.
Specify the name, email address, and any other relevant details for each signer.
Assign appropriate signing roles to ensure clarity and accuracy during the signing process.
Including Documents and Attachments:
Add the main document(s) to the Envelope Template that require signatures or review.
Attach any additional files, such as supporting materials, disclosures, or terms and conditions.
Ensure that all the relevant documents and attachments are properly organized within the Envelope Template.
Managing the Envelope Template:
Once your Envelope Template is created, you can conveniently track its progress and manage the transaction.
Monitor the status of each signer's interaction with the documents.
Receive notifications or updates when a signer completes their tasks or when the Envelope Template requires your attention.
Sharing and Collaboration:
Share the Envelope with the signers involved in the transaction.
Utilize the designated platform or tool to send invitations and provide access to the Envelope.
Collaborate seamlessly with all participants, ensuring effective communication and transparency.
Conclusion:
By following these steps and utilizing Envelope, you can enhance your document transactions by efficiently managing signers, documents, and attachments within a single cohesive package. This approach streamlines the process, increases productivity, and provides better oversight throughout the transaction lifecycle.
Need more help? Contact us directly here and our team will be happy to assist you!