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Tips and Tricks for Maximizing Your Blueink eSignature Experience.

By BlueInk | 2-27-2023 | General

In today’s digital age, businesses are constantly looking for ways to streamline their operations and improve efficiency. One area that has seen significant growth in recent years is the use of eSignature solutions to sign and manage documents online. One such solution is Blueink, a cloud-based eSignature platform that offers a variety of features and benefits. In this blog, we will provide tips and tricks for maximizing your Blueink eSignature experience.

Customize Your Templates

One of the key benefits of using Blueink is the ability to create customizable templates for your documents. This feature can save you time and ensure consistency across all your documents. By customizing your templates, you can add your logo, change the font, and include any required fields. Blueink offers a variety of templates to choose from, or you can create your own from scratch.

Use Smart Link Forms

Another useful feature of Blueink is Smart Link Forms. With Smart Link Forms, you can convert any document into a clickable URL that can be accessed by anyone with the link. This feature is particularly useful for businesses that need to collect information from clients or customers. By using Smart Link Forms, you can create a simple, secure signing environment that people can access through your website or any other accessible location.

Take Advantage of Bulk Send

If you need to send out a large number of documents, Blueink’s Bulk Send feature can save you time and effort. With Bulk Send, you can send a document to multiple recipients at once, rather than having to send each one individually. This feature is particularly useful for businesses that need to send out contracts or agreements to multiple clients or employees.

Set Field Validation Patterns

To ensure the accuracy of the information being entered into your documents, Blueink offers Field Validation Patterns. These patterns allow you to set requirements for specific fields, such as phone numbers, social security numbers, or email addresses. By setting these requirements, you can ensure that the information being entered is accurate and complete.

Use Real-Time Dashboard

Blueink’s Real-Time Dashboard provides a comprehensive overview of your document management process. With the Real-Time Dashboard, you can track the progress of your documents, monitor deadlines, and ensure that all departments are working together efficiently. This feature is particularly useful for businesses that need to track the progress of documents, such as onboarding forms or performance reviews.

Take Advantage of Blueink API

For businesses with more complex workflows, Blueink offers an API that allows you to integrate your eSignature processes with your existing software. With the Blueink API, you can customize your workflows to fit your business needs, ensuring that your document management processes are as efficient as possible.

Utilize Multi-Factor Authentication

To ensure the security of your documents, Blueink offers Multi-Factor Authentication (MFA). MFA requires users to verify their identity using two or more methods, such as a password and a text message code. By using MFA, you can ensure that only authorized users have access to your documents.

Take Advantage of Blueink Support

Finally, if you ever need assistance with Blueink, their customer support team is always available to help. Whether you have a question about a feature or need help troubleshooting an issue, Blueink’s support team is there to assist you. With 24/7 support and a variety of resources available, you can be confident that you’ll always have the help you need.

In conclusion, Blueink offers a variety of features and benefits that can improve your document workflow and help you save time and effort. By customizing your templates, using Smart Link Forms, taking advantage of Bulk Send, setting field validation patterns, using the Real-Time Dashboard, utilizing the Blueink API, using Multi-Factor Authentication, and taking advantage of Blueink support