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Getting Started

Getting Started

What you need to know getting started using GetAccept

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11 articles in this collection
Written by Alan Sincich
New to GetAccept?

Creating a GetAccept Account

How to sign up for GetAccept
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Written by Alan Sincich
Updated over a week ago

Setting Up Your Account

How to start setting up your entity's account
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Written by Alan Sincich
Updated over a week ago

Upgrading Your Account

How to add more users and upgrade your account from trial to pro
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Written by Alan Sincich
Updated over a week ago
Overview of Main Menu

Overview

How to navigate the overview/dashboard
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Written by Alan Sincich
Updated over a week ago

Dealboard

How to navigate through your dealboard
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Written by Alan Sincich
Updated over a week ago

Documents

How to navigate through all your documents
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Written by Alan Sincich
Updated over a week ago

Templates

How to navigate the templates tab
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Written by Alan Sincich
Updated over a week ago

Archive

How to navigate and access signed docs in the archive section
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Written by Alan Sincich
Updated over a week ago

Reports

How to navigate and pull reports about document KPIs
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Written by Alan Sincich
Updated over a week ago

Contacts

How to view and update contact information
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Written by Alan Sincich
Updated over a week ago

Settings

How to access the settings for your entity or account.
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Written by Alan Sincich
Updated over a week ago