Sendout Workflow | GetAccept Help Center

Create and Upload a Document

Creating a New Sendout

How to start creating a new sendout to send to a recipient(s)

Written by Alan Sincich
Updated over a week ago

Uploading a Document

Where and how to upload a document

Written by Alan Sincich
Updated over a week ago

Uploading a GetAccept Template

How to upload a GetAccept template to send out

Written by Alan Sincich
Updated over a week ago

Uploading a Google Docs Template

How to upload and edit a Google Docs template for sending

Written by Alan Sincich
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

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

Recipient Tab

Adding a Recipient

How to add recipients to a document

Written by Alan Sincich
Updated this week

Creating a Recipient Workflow

How to setup a workflow after adding recipients

Written by Alan Sincich
Updated this week

Authentication for Recipients

How to add authentication for a recipient when opening or signing

Written by Alan Sincich
Updated over a week ago

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

Adding Link Fields to a Document

How to connect certain areas of your document with a hyperlink

Written by Alan Sincich
Updated over a week ago

Adding Attachments to a Sendout

How to add files and web pages to your document

Written by Alan Sincich
Updated over a week ago

Engage Tab

Adding a Video Introduction to a Sendout

How to add an intro video to your document

Written by Alan Sincich
Updated over a week ago

Enabling Automated Live-Chat

How to automatically start a conversation with your recipients

Written by Alan Sincich
Updated over a week ago

Identify New Viewers

How to collect contact info from new recipients of your sendouts

Written by Alan Sincich
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

Send Tab

Deliver the Document via Email

How to deliver your document with a white labeled email template

Written by Alan Sincich
Updated over a week ago

Delivering Documents by Sharing a Link

How to send documents out using a provided URL

Written by Alan Sincich
Updated over a week ago

Delivering Documents via SMS

How to send your docs out through text message

Written by Alan Sincich
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 over a week ago