Start with updating your profile and your entity's information.

Once those have been filled in with the correct information you can go into the branding and setup how you would like your send outs to be white-labeled.

After your branding is setup, you can set your default settings. You can update your default document settings, sending messages, reminders, and notifications.

Once you are finished setting up your entity's account, you can start delivering your GetAccept Send outs!