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Getting Started
Getting Started
What you need to know getting started using GetAccept
11 articles in this collection
Written by
Alan Sincich
New to GetAccept?
Creating a GetAccept Account
How to sign up for GetAccept
Written by
Alan Sincich
Updated over a week ago
Setting Up Your Account
How to start setting up your entity's account
Written by
Alan Sincich
Updated over a week ago
Upgrading Your Account
How to add more users and upgrade your account from trial to business
Written by
Alan Sincich
Updated over a week ago
Overview of Main Menu
Overview
How to navigate the overview/dashboard
Written by
Alan Sincich
Updated over a week ago
Dealboard
How to navigate through your dealboard
Written by
Alan Sincich
Updated over a week ago
Documents
How to navigate through all your documents
Written by
Alan Sincich
Updated over a week ago
Templates
How to navigate the templates tab
Written by
Alan Sincich
Updated over a week ago
Archive
How to navigate and access signed docs in the archive section
Written by
Alan Sincich
Updated over a week ago
Reports
How to navigate and pull reports about your documents' KPIs
Written by
Alan Sincich
Updated over a week ago
Contacts
How to create, view, and update contact information
Written by
Alan Sincich
Updated over a week ago
Settings
How to access the settings for your entity or account.
Written by
Alan Sincich
Updated over a week ago