Blueink White-Label Client Workspace Provisioning (Onboarding)

Blueink White-Label Client Workspace Provisioning (Onboarding)

1. 01

   Create the client sub-account in the Blueink organization settings

   Provision a separate workspace per client so envelope counts and audit trails stay isolated; confirm the plan tier before you start, since Standard caps at 10 envelopes per user per month and Business Pro at 150.

2. 02

   Apply white-label branding to the signing experience

   Upload the client logo and set the custom sending domain in the branding panel so signers never see Blueink's name on the signing page. Capture the client's written sign-off on the branding before the first live envelope goes out.

3. 03

   Build the reusable template library

   Create the client's standard agreements and intake forms as templates. Standard allows 5 templates per user and Business Pro allows 12, so consolidate near-duplicate documents rather than burning seats on variants.

4. 04

   Configure authentication and delivery channels

   Enable SMS Pin, selfie, or ID authentication on documents that carry payment obligations. Turn on SMS delivery and reminder emails where the client's signers are slow to open email; both are Business Pro features, so confirm the tier first.

5. 05

   Attach Blueink Payments to the signing flow

   Map each template that requires a deposit or fee to the payment collection step so the signature and the payment land in one session. Test with a live low-value transaction before handover.

6. 06

   Wire the integrations the client already uses

   Connect Google Drive for signed-document storage and Salesforce, Airtable, or ClickUp where the client tracks records, so completed envelopes write back without manual re-entry. Note any integration the client expects that sits behind the Enterprise API tier.

7. 07

   Run a test envelope end to end and verify the audit trail

   Send a dummy document through the full path (delivery, authentication, signature, payment, certificate of evidence) and confirm the real-time audit trail records each event. File the test certificate with the client's onboarding record.

8. 08

   Hand off with a usage baseline and escalation path

   Give the client a one-page guide covering sending, tracking, and template reuse, and log the monthly envelope allowance so the agency can flag overage risk before the client hits the cap. Record who at the agency owns the workspace.