Introduction:
This help article will guide you through managing your company account settings in Blueink, which allows you to optimize the e-signing process for all users within your organization.
Managing Your Company Account Settings:
1. Access Company Account Settings: From your Blueink dashboard, click the menu at the top right of your screen.
2. Customize Settings: You can modify various settings, such as the company name, timezone for signing date fields, adding envelope ID to signed documents, enabling the "save as template" option, enabling the "copy envelope" option, and setting the default days to show envelopes on the dashboard.
To customize your Account Envelope Defaults, you can follow these simple steps:
Step 1: Navigate to Account Settings
1.1. After logging into your Blueink account, you will be taken to your dashboard. On the top right screen, click “Account” to access account settings.
Step 2: Customize your envelope defaults from the available options
2.1. Envelope Defaults can be set as a default for all users in the account, but users can override the defaults before sending an envelope if needed.
Step 3: Enabling Custom Envelope Settings
If enabled, new Envelopes will be created with the default settings that you specify here. Users will still be able to override these defaults when sending an Envelope.
Review Your Company's Envelope Stats in Blueink:
Step 1: Accessing Account Envelope Stats
Log in to your Blueink account using your credentials.
Navigate to the account section.
Look for the "Envelope Stats" to access the relevant information.
Step 2: Analyzing Total Account Users
Take note of the total number of users associated with your account.
Consider comparing this data over different time periods to identify any trends or changes in user activity.
Step 3: Evaluating Envelope Stats by Month
Locate the envelope stats by month section.
Review the data presented, which should include the number of envelopes created, completed, sent, expired, or canceled on a monthly basis.
Look for any patterns or fluctuations in envelope activity across different months.
Consider cross-referencing this information with other relevant factors, such as marketing campaigns or seasonal trends, to gain deeper insights into your company's performance.
Enable Account Features in Blueink:
Step 1: Navigate to Account Features
1.1. After logging into your Blueink account, you will be taken to your dashboard. On the top right screen, click “Account” to access account settings.
Step 2: Enable Account Features
2.1. Click on the "Features" tab and enable the features you desire
Conclusion:
By managing your company account settings in Blueink, you can optimize your e-signing process for all users within your organization. Customize settings and manage users to make the most of your Blueink experience. For more information on managing your company account settings, refer to our support resources or contact us today.
Need more help? Contact us directly here and our team will be happy to assist you!