Advanced Features

Saving Your Signature

How to create and save your signature for future use

Written by Alan Sincich
Updated over a week ago

Preparing Document Action Menu

Where to access the action menu when preparing your document

Written by Alan Sincich
Updated over a week ago

Preview Your Document Before Sending

How to preview your document before sending it

Written by Alan Sincich
Updated over a week ago

Enabling Hand-Written Signatures

How to send a document out requesting a hand-written signature

Written by Alan Sincich
Updated over a week ago

Enable Signing using Initial

How to send a document out requesting initialing to sign

Written by Alan Sincich
Updated over a week ago

Enable Transfer of Signature Rights

How to let your recipient forward on signing rights to a new recipient

Written by Alan Sincich
Updated over a week ago

Enable Private Document Restrictions

How to make a document private to only you and restrict access to it

Written by Alan Sincich
Updated over a week ago

Uploading Multiple Documents

Replace or upload another document after uploading the original

Written by Alan Sincich
Updated over a week ago

Arranging Your Document's Pages

How to rearrange your document's pages

Written by Alan Sincich
Updated over a week ago

Changing the Expiration Date in a Draft

Where to change the expiration date rather than using the default

Written by Alan Sincich
Updated over a week ago

Deleting a Drafted Document

How to delete a document that you have began preparing

Written by Alan Sincich
Updated over a week ago

Document Action Menu

Which actions can be taken from document summary

Written by Alan Sincich
Updated over a week ago

Recipient Action Menu

Which actions can be taken with the sub menu

Written by Alan Sincich
Updated over a week ago

Previewing Your Document After Sending

How to preview your doc before or after sending

Written by Alan Sincich
Updated over a week ago

Sending a Video Reminder via Desktop

How to send video reminders from the document summary

Written by Alan Sincich
Updated over a week ago

Create New Version

How to create a new version of a document

Written by Andrea Rodikova
Updated over a week ago

Updating Deal Valu

Where to update your document value

Written by Alan Sincich
Updated over a week ago

Adding New Recipients to Sent Documents

How to add a new signer or viewer to a document that has been sent

Written by Alan Sincich
Updated over a week ago

Updating the Expiration Date

How to update the expiration date after sending out a doc

Written by Alan Sincich
Updated over a week ago

Recall a Signer from a Document

How to recall a signer from a document from the doc summary page

Written by Andrea Rodikova
Updated over a week ago

Updating a Sent Google Doc

How to update a Google Doc that you have already sent to a recipient

Written by Alan Sincich
Updated over a week ago

Download All Archived Documents

How to download all your signed documents in your archive

Written by Alan Sincich
Updated over a week ago

Email Templates for Specific Sendouts

How to create email templates for delivering to specific recipients

Written by Alan Sincich
Updated over a week ago

Data Protection

Set up your data protection rules to automatically delete documents and contact information from GetAccept

Written by Samir Smajic
Updated over a week ago

Disable Sendout on User Level

How to make it so users can't send from the web application

Written by Samir Smajic
Updated over a week ago

User Roles

Differences between the three user roles: admin, manager, and user

Written by Alan Sincich
Updated over a week ago

Merge Variable List

Use these merge variables to personalize your send outs

Written by Alan Sincich
Updated over a week ago