Envelope settings play a crucial role in various domains, from software development to content management systems. They provide a flexible and customizable way to configure and package resources for different purposes. In this article, we will explore the concept of envelope settings in Blueink. It's a simple process that allows you to tailor your settings to suit your unique needs.

Envelope settings can be configured in 3 ways, it can be on the "review, print and send" stage when sending out an Envelope or in your account settings, or within an envelope template under “Delivery Options”. Here are the key Envelope Settings:

1.1. Envelope Label: This is optional for the signers. They can enter a label that will help identify this Envelope on the Dashboard.

1.2. Envelope expiration: Set an expiration date for the envelope to ensure it is signed within a certain time frame.

1.3 Team: The team determines who can see this Envelope and other defaults like the company name and email message when the Envelope is sent.

1.4. Branding: Assign a Signing Brand. Choose the Brand that will be shown to signers in singing-related emails and during the signing session.

2.1. Reminder emails: Set customizable 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 envelope is canceled.

3.1. CC Emails: Send a copy of completed documents to additional email addresses.

3.2. CC yourself: Receive a copy of the completed documents after completion.

3.3. Personalize Message to Signers: Customize the email message that is sent to signers with the envelope link, as well as the email that is sent upon envelope completion.

After logging into your Blueink account, you will be taken to your dashboard. On the top right screen, click “Account” to access account settings.

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.

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.

After logging in to Blueink, you will see "Prepare and Send'' in the upper left corner of the sidebar. Click on "Prepare and Send."

Upload the documents or click “Use Document Template”, then go to the "Signers" tab or click on "Add Signers" at the bottom right of the screen.

Prepare the documents with all the required fields and go to “Review and Send” once the envelope is ready to go.

After logging in to Blueink, you will see "Envelope Templates'' in the left sidebar. Click on "Envelope Templates''.

Next, you may proceed to the Delivery Option, where you can customize the fundamental parameters of the envelope, such as the Envelope Label, Sign in Order, Expiry Date, Team, and branding. In addition to these options, you can modify the Reminders and messaging according to your specific preferences.

Understanding and customizing the Envelope settings in Blueink ensures that your document transactions are tailored to your preferences and handled efficiently. This help article provides guidance on configuring Envelope settings in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.

Need more help? Contact us directly here and our team will be happy to assist you!