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Advanced Features
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27 articles in this collection
Written by
Samir Smajic
and
Alan Sincich
Preparing and Delivering Menu and 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 Summary Menus and Features
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
Alan Sincich
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
Alan Sincich
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
Miscellaneous
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