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How to Copy a Document or an Envelope Template in Blueink
How to Copy a Document or an Envelope Template in Blueink
Elyca Mae Tansi avatar
Written by Elyca Mae Tansi
Updated yesterday

Introduction:

In this help article, we will explain how to copy a document or an envelope in Blueink which allows you to create multiple copies of a pre-designed document that can be used repeatedly. This can save you time and effort, especially when you have similar documents that require multiple signatures or fields to be filled out.

Duplicating a Document Template or Envelope in Blueink:

1. Log in to your Blueink Account: Enter your credentials to log in to your account and navigate your dashboard.

2. Navigate and click the “Document Template” or "Envelope Template" section on the left side of your screen to access your templates.


3. Select the template to copy: Browse through your existing templates and locate the one you want to copy. By clicking the 3 buttons next to the template name, you will have the option to duplicate the template or an envelope.

4. Click “Make a copy” to duplicate the document or envelope.

5. Go back to the “Document Template” or "Envelope Template" section to ensure that the duplicated template has been successfully created and saved.

Duplicating an Envelope from your Blueink Dashboard:

1. Log in to your Blueink Account: Enter your credentials to log in to your account and navigate your dashboard.

2. Select from the "Draft, Sent, or Completed" items the envelope you wish to duplicate by clicking the envelope name and selecting “Copy Envelope.”

3. When copying an envelope, it will give you options as to how you want your envelope to be duplicated, select whichever is appropriate.

4. You now have the ability to make edits and adjustments to the duplicated envelope before sending it to new recipients.


Conclusion:

By following these steps, you will now successfully duplicate a document template or an envelope on the Blueink platform. The template you have copied will be available for use separately from the original, allowing you to create multiple instances with different recipients or modifications while maintaining the integrity of the original template.

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