Introduction:
In this help article, we will explain how to upload and send MS Doc or PowerPoint documents in Blueink. This process is essential when your document for signing is a Doc or PowerPoint document file, eliminating the need to convert it to PDF. This guide will walk you through the steps to create and send a Doc or PowerPoint document using the "Prepare & Send Doc" tab in your Blueink account.
How to Upload and Send a Doc or PowerPoint Document in Blueink:
Follow these steps to upload and send a Doc or PowerPoint document in Blueink:
Step 1: Access the "Prepare & Send Doc" tab
1.1. On the left side of your account dashboard, click on the "Prepare & Send Doc" tab. This tab allows you to create and send a new envelope.
Step 2: Upload the Doc or PowerPoint document
2.1. Drag and drop or click to upload the Doc or PowerPoint document that requires signatures. If you want to use a document from your template library, click "Use Document Template" to select it.
Step 3: Add signer information
3.1. Click in the search bar and type the name of Signer 1. If the signer isn't stored in your account, you'll be prompted to click "Add New Signer."
3.2. After clicking "Add New Signer," you'll be directed to add the signer's email or phone number. Enter the information and press "Save." You've now added Signer 1.
Step 4: Place field boxes on the document
4.1. Click on the field you want to add to the document, then drag your cursor to the desired location and click again to drop the field.
4.2. Resize the field box as needed by clicking on the field and using the corners of the field box.
Step 5: Review and send the envelope
5.1. Review the envelope to ensure all fields are correctly placed and all signers have the correct name and delivery information.
5.2. Once you've reviewed the envelope, click "Send" to send it to the signers for signatures.
Conclusion:
Uploading and sending a Word/Doc or PowerPoint document in Blueink is an essential and straightforward process. By following this guide, you can eliminate the need to convert your document to PDF, streamlining your workflow. If you have any further questions or require additional assistance, please refer to Blueink's support resources or contact their support team.
Need more help? Contact us directly here and our team will be happy to assist you!