Sendout Workflow
How to create a sendout to be delivered
20 articles in this collection
Written by Alan Sincich
Written by Alan Sincich
Create and Upload a Document
Creating a New Document
How to start creating a new document
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Uploading a Document
Where and how to upload a document
Written by Alan Sincich
Updated this week
Updated this week
Uploading a GetAccept Template
How to upload a GetAccept template to send out
Written by Alan Sincich
Updated this week
Updated this week
Uploading a Google Doc Template
How to upload and edit a Google Doc template for sending
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Upload and Customize a Word Merge Doc
How to in-line customize a Word Merge document
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Adding Tags to Sendouts
How to add tags to your send out from your tag library
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Recipient Tab
Adding a Recipient
How to add recipients to a document
Written by Alan Sincich
Updated this week
Updated this week
Creating a Recipient Workflow
How to setup a workflow after adding recipients
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Authentication for Recipients
How to add authentication for a recipient when opening or signing
Written by Alan Sincich
Updated this week
Updated this week
Add Tab
Adding Fields to a Document
How to add fields to a document you are preparing
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Adding Link Fields to a Document
How to connect certain areas of your document with a hyperlink
Written by Alan Sincich
Updated this week
Updated this week
Adding Supplemental Files to Documents
How to add files and web pages to your document
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Engage Tab
Adding a Video Introduction to Documents
How to add an intro video to your document
Written by Alan Sincich
Updated this week
Updated this week
Enabling an Automated Comment
How to automatically start a conversation with your recipients
Written by Alan Sincich
Updated this week
Updated this week
Identify New Viewers
How to collect contact info from new recipients of your sendouts
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Instant Phone Call
How to create a channel of communication with Connect-to-Call
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Send Tab
Send Out the Document via Email
How to deliver your document with a white labeled email template
Written by Alan Sincich
Updated this week
Updated this week
Sending Documents by Sharing a Link
How to send documents out using a provided URL
Written by Alan Sincich
Updated this week
Updated this week
Sending Documents via SMS
How to send your docs out through text message
Written by Alan Sincich
Updated over a week ago
Updated over a week ago
Sign Documents In-Person
Opening documents on your device for recipients to sign in-person
Written by Alan Sincich
Updated this week
Updated this week