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Sendout Workflow
Sendout Workflow
How to create a sendout to be delivered
20 articles in this collection
Written by
Alan Sincich
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