Introduction:
This guide provides instructions on how to enable "Save as Template" for Envelope documents. This feature allows users to save an Envelope that was sent for signature as a template for future use. You can choose to enable this feature for all users or restrict it to administrators only. Alternatively, you can disable the feature altogether. Follow the steps below to configure the settings based on your requirements.
How to Enable "Save as Template" for Envelope documents in Blueink:
1. Log in to your Blueink account using your credentials.
2. Navigate to the "Account Settings" section. This section can usually be accessed through the account or profile menu.
3. Once in the "Account Settings," you may use the dropdown to enable the "Save as Template option" for Envelope documents” for all users or admins. You can also disable the "Save as Template Option" here.
Enable for All Users: This setting allows the "Save as Template option" for envelope documents to be accessible to all users within the platform. Regardless of their role or permissions, every user will have the ability to save envelope documents as templates.
Enable for Admins Only: In contrast to the previous setting, this feature restricts the "Save as Template option" for envelope documents to only be available for users with administrative privileges or roles. Regular users without administrative access will not have the ability to save envelope documents as templates.
Disabled: When this feature is disabled, the "Save as Template option" for envelope documents is entirely deactivated or not available within the system or application. No users, including administrators, will have the ability to save envelope documents as templates.
Conclusion:
By following the instructions provided in this guide, you can easily configure the "Save as Template option" for Envelope documents in your document management system. Whether you choose to enable it for all users, restrict it to administrators only, or disable the feature, you can customize the settings based on your organization's needs and preferences.
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