There are two ways of populating data from your CRM into your GetAccept template before sending it out within the Chrome Extension.

  1. Using Text Fields within your GetAccept template to have the information filled in, but having the opportunity to change it before sending the document out in the extension. **Suggested Way**
  2. Using Merge Fields within your GetAccept template to have the information printed on and not having the opportunity to change it before sending the document out in the extension. 

When uploading a template within the extension, click on the Show Template Parameters button. This will open a list of parameters that you can use to populate your template. Copy the parameter, which will then be pasted into the field on your GetAccept template.

Once copied, switch to GetAccept and go to the template you are working on. Take the copied parameter and paste it in either your Text Field or Merge Field.

Now, you will see the information auto-populated within the extension and on your document. Select and upload the template you are working on, click the next button, and you will see the information filled in. Click on the Preview button to make sure the information is correct. Click Next and continue sending out your document.

Did this answer your question?