After clicking Next on the recipient page, you will see the the upload document page. You have two options when uploading a document.
- Upload any document from your computer
- Select to upload a template you have created in GetAccept
Once you have selected a document to upload, click the Next button. If you have selected a template with fields that are to be auto-populated or filled out, you will be taken to fill them and can preview the document. If not, you will be taken to the send out page where you can add a personal intro video.