The "Replace Document in Bundle'' feature offers a flexible alternative to bundle template matching in Blueink. This feature allows users to seamlessly switch out the original document with a new one, providing more adaptability in your workflows.

How Replace Document Feature Works?

This feature is applicable both in the configuration of Bundle Templates and in the standard "Prepare Bundle" workflow. In the Prepare Bundle process, users have the ability to set up a document template once, and subsequently exchange it with a different document that has been filled in for a specific Bundle. This capability opens up a range of practical and advantageous workflows.

Step 1: Access the Bundle Template

Start by opening the bundle template that you want to work with. This template should already be configured with fields and may contain pre-filled information.

Step 2: Prepare the New Document

Create or get the new document outside of Blueink that has the necessary information. Ensure that this document contains the details you want to include in the bundle.

Step 3: Locate the "Replace Document" Option

Within the bundle template, look for the "replace document" option. This function is designed to swap out the original document with a new one.

Step 4: Follow Provided Instructions

Click on the "replace document" option and carefully follow any instructions provided. These guidelines will walk you through the process of replacing the existing document with the newly created one.

Step 5: Understand the Outcome

Once you've replaced the document, note that the fields may not perfectly align if the new document is different from the original. However, if you use a similar document, the existing information should automatically populate the new one. This demonstrates the versatility and power of this feature.

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Conclusion:

The "Replace Document in Bundle'' feature in Blueink offers a valuable tool for customizing and adapting your workflows. By following these simple steps, you can seamlessly switch out documents to suit your specific needs, providing a more dynamic and efficient document management experience.