Frequently asked questions

You should have an admin account to be able to access any documents processed by your colleagues.

Absolutely. Within your Blueink dashboard, when you navigate to a draft, sent, or completed envelope, you'll find the option to "Copy Envelope" at the bottom of the screen. This feature allows you to create a duplicate envelope effortlessly.

Click on "Basics" and you will see "Team" where you can use the dropdown and select the Team you want to associate the envelope into.

You can retrieve any past activity envelopes by navigating to the Archive, which can be found in the menu on the left-hand side of your screen.

To initiate a new envelope without duplicating the previous version and changing the signers, navigate to the Document Templates. You'll find an option adjacent to the template labeled "Use this Template." Clicking this will generate a fresh envelope for you to incorporate the desired signers.

Yes, you can send multiple templates simultaneously, provided that the signer roles across all templates align. To do this, navigate to "Prepare & Send," then select "Use Document Template." From there, you can either choose multiple templates you'd like to send or create a new envelope comprising multiple templates from your template library and send it. This streamlines the process of sending out multiple documents efficiently.

The file size limit is 20MB.

"Unlimited Envelopes" means unlimited signing transactions. There is no cap on the number of signing envelopes that can be sent out by your team of users if you are using the Business Pro Plan.  ​

Yes, you can easily resend the documents with all the necessary fields and information to your signer. To do this, navigate to your dashboard, locate the completed envelope, and click on it. Then, select the "Copy Envelope" option. Make sure to copy "all fields and all data" before sending it back to the signer.

Once a envelope is deleted it's no longer accessible. Blueink will prompt you with a message to verify the deletion.

Yes. You can prepare the document and not assign any fields to the signers. They would receive the document to review and finish, then all parties would get a copy emailed to them.

An expired envelope refers to a set of documents or files grouped together for electronic signature, which has a predetermined number of days before it becomes inaccessible to signers. Once a envelope reaches its expiration date, it is considered voided and can no longer be accessed by the intended recipients. However, you have the flexibility to modify the expiration period according to your specific requirements before sending.

Yes it does! That would be our Smartlink feature which is included in our Enterprise Plan. To check more pricing features, go here: https://blueink.com/pricing/

Two things may be happening: 1. The Envelope expired and they need to adjust the # of days going forward 2. It’s Envelope has already been signed and they’re trying to access it again

Data can be extracted from the fields with a custom report. A custom report can be generated for envelopes associated to a specific template.

There is a way to set a default order of signers. You would need to create a Envelope template, and from there, you can set the default order of signers accordingly.

Copying fields and all data does NOT copy signatures. This is on purpose. Any signers will need to sign the new Envelope again. This is necessary for security purposes. We can't allow a User to copy a Envelope that is already signed, make changes to it and preserve the previous signatures. This would, in effect, let Users forge a signature on a document. As of now, you can create an escalated ticket and we can change the expiration for them. We will have the ability for them to change the expiration themselves soon (along with the reminder schedule, cc emails, and cc sender too)

Create a new Envelope  from the Envelope Template, by clicking "Use Envelope Template" You will be redirected to the "Create Envelope" flow. Exit out of that and then click on the newly-created Envelope in the Dashboard In the dropdown menu next to the Document in the Envelope, you will have the option to "Save as Template" Click on "Save as Template", and select what fields and data you want to copy to the new template. Done - you will now have a copy of the Doc Template in your Doc Library.

During Review, Print & Send stage, go to Basic and nominate a team before sending the envelope.

You can include as many documents or templates within one envelope, as well as any number of signers when you have multiple parties signing together.

Completed envelopes will stay inside your Archive Library in your Blueink account for the lifetime of your account. The expiration date is how long your signers have to sign before the document expires.

Envelopes also known as Envelopes in Blueink, represent the entire document transaction process and allow you to manage multiple signers, documents, and attachments within a single transaction. Here's an article that might help more with understanding the Envelopes. http://help.blueink.com/en/articles/3952811-understanding-bundles-in-blueink-and-their-similarity-to-envelopes-in-docusign

Yes, the number or email you used to send the document will be visible in the event log.

The Inbox will have all of a users documents that need to be signed or have been signed by the user

If a envelope was sent using the template before they set the Envelope Template team to a specific team, it won't update the already sent envelopes. To assign the envelopes to a team, Admin user should click on the envelope and under Team they will see the Envelope's team is currently set to None. They can click the pencil next to the None to change the team of the existing envelopes."

Emails are grouped if each message meets the following: The same recipients, senders, or subject as a previous message. To access the second document, open the email containing the first document, and then locate and click on the three dots in the lower left corner to reveal the second document.

Yes, once the document is completed, the signer will receive an email notification.

No, Completed envelopes will stay inside your Archive Library in your Blueink account for the lifetime of your account. The expiration date is how long your signers have to sign before the document expires.

No, a user can be in more than one team but you cannot add multiple teams to a envelope.

Unfortunately we don’t have a current option to add another signer when copying a envelope, it's also the same thing when you use a template from the Prepare and Send section. However, to avoid this error, we can suggest going to the “Envelope Template” library and from there, you may edit the envelope and you can add the signer role.

This issue arises when Edit Team envelopes is disabled in a team setting. To resolve it, an administrator should navigate to the team settings and enable Edit Team Envelopes.

This issue arises when Edit Team Envelopes is disabled in a team setting. To resolve it, an administrator should navigate to the team settings and enable Edit Team Envelopes.

This issue arises when Edit Team Envelopes is disabled in a team setting. To resolve it, an administrator should navigate to the team settings and enable Edit Team Envelopes.

Completed documents can not be edited for compliance reasons.

While downloading a envelope as a single PDF may not be possible, you have the option to download envelopes as multiple PDFs. Simply navigate to your dashboard, open a draft, sent, or completed document, and a dialog box will appear. From there, you can generate PDF(s) for download. Alternatively, you may choose to download the original document.

Unfortunately, once a envelope has expired, there is no way to print it. The recommended approach would be to re-send the envelope by duplicating it and having the signers re-affix their signatures to the document.

Unfortunately at this time we do not offer the ability to schedule a send. For now, Envelopes will need to be manually sent and only the admin of the account has the ability to schedule send using our Bulk Send feature.

Unfortunately, we're not able to reactivate an expired envelope. In this case, you will need to make a copy of the envelope and resend it to the signers.

Unfortunately, you're not able to revise a document in Blueink once it's been sent. You will need to Cancel the Envelope and resend it.

Unfortunately, there is no way to edit an expiration date on a envelope that has already been sent out.

If you need to ensure you get this document signed and completed we recommend making a copy of the envelope and resending it with an adjusted expiration date.
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Note: If unsure when the document will get signed, you can adjust the date prior to sending it up to 365 days.

Unfortunately, there is no way to print a document once the envelope expires. When a Envelope expires that envelope is voided.