You can upload your GetAccept template that you have created under the Templates tab in the right main menu. To upload a template, click on the Templates option and choose the one you would like to upload. Your two most frequently used templates will also appear to the left of the Other option for easy access.

If you would like to upload another template or document, scroll below the already uploaded doc and repeat the process; choosing from the Upload Rectangle or the Other option. Once your document is uploaded, you can rename it or add a deal value to it (recommended if it's a sales document). You can then add your recipient(s).

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