In this help article, we will explain how to manage signers in Blueink. Managing signers is essential for organizing and streamlining your signing process. This guide will walk you through the process and ways of managing signers in Blueink.

To manage signers, go to the "Signers" tab on the left side of your dashboard. Here, you can:

1.1 Adjust the name, email address, or phone number of your signers.

1.2 Delete any signers that you may not want to keep stored.

1.3 Search for signers to find their contact information.

1.4. Add signers whom you may send an envelope later on.

2.1 Click the Add New Envelope Template or you may edit an Existing Template.

2.2 Click “Template Configuration” and Go to the "Edit Signers" section, where you can customize signer preferences, including enabling, requiring, quick signing, or deleting signers.

With this setting, users can access the documents as viewers. If any fields are assigned to them, they are not obligated to fill them out. They can proceed through the documents until the end.

In this case, the signer can access and view the document, but they must fill out or sign specific assigned fields. The signer cannot submit the documents if any required fields that need their signature are missing.

When this option is enabled, the signing order is enforced. The first designated signer will receive the documents initially, and once they have completed their signing process, the system will automatically send the documents to the next designated signer in line. This sequential flow continues until all signers have completed their required actions. On the other hand, if this option is disabled, all signers will receive the documents simultaneously, and they can perform their signing tasks independently and simultaneously.

With Blueink's "Quick Sign" feature, you can create a reusable signature and initial that is stored in your account permanently and use it to sign documents when they're sent to you.

This option allows you to remove a signer from the envelope template. Once deleted, the signer will no longer receive the documents. If any fields were assigned to the deleted signer, it is essential to reconfigure them to avoid errors when sending the documents to other signers.

By following these steps, you will be able to effectively manage your signers within your Blueink account. Whether it's updating their information, removing unnecessary signers, searching for specific individuals, or adding signers for future use, these options provide you with the necessary flexibility and control over your signer management.

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