Introduction:
In this help article, we will explain how to add and edit signers in Blueink which is essential for organizing and streamlining your signing process. This guide will walk you through the process of adding and editing signers in Blueink.
How to Add Signers in Blueink:
1. Adding Signers in the “Signers” Section
1.1 You can add signers within the signers section that can be found on the bottom left of your screen.
Most users will add new signers when they're creating their document for signature.
When creating your document, navigate to the "Signers" tab.
In the search bar, type the name of the signer and click the blue "Add New Signer" button underneath.
Add the signer's email address or phone number, depending on your preferred delivery method.
Click "Save" to add the signer.
2. Adding Signers in the “Prepare and Send” Section
2.1 Another way to add signers during the creation of your document is via the Prepare and Send section. You may also edit the information saved from your signers section or choose a different signer before sending the document.
Note: If you need to set a signing order, visit the signing order help article.
How to Edit Signers in Blueink:
1. Access the Signers Tab
1.1 From the Blueink Dashboard, click on the "Signers" tab. This will take you to a list of all your signers, allowing you to manage their contact information.
2. Edit Signer Information
To edit a signer's information, click on the edit icon on the right side of your screen. This will bring you to their signer profile with their details.
In the signer profile, you can edit their name, email, and phone number as needed. Make sure to click on the "Save" button at the bottom of the pop-up window to save your changes.
Conclusion:
Adding and editing signers in Blueink is crucial for keeping your signing process organized and efficient. This help article provides the necessary steps to add and edit signers in Blueink. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.