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Templates
Templates
Where and how to create or edit your templates
12 articles in this collection
Written by
Alan Sincich
and
Adam Hjort
GetAccept Templates
Create a Template
Where and how to create a new template
Written by
Alan Sincich
Updated over a week ago
Uploading a Document for a Template
How to upload a doc for your created template
Written by
Alan Sincich
Updated over a week ago
Adding Tags to Templates
How to add tags to templates so they automatically attach to send outs
Written by
Alan Sincich
Updated over a week ago
Adding Recipients to Templates
How to add a default recipient to a template you create
Written by
Alan Sincich
Updated over a week ago
Adding Roles to Templates
How to add specific recipient roles to your template's workflow
Written by
Alan Sincich
Updated over a week ago
Adding Fields to Templates
How to add and edit different fields to your created template
Written by
Alan Sincich
Updated over a week ago
Field types
Explains what the GetAccept field types are and how they can be used
Written by
Adam Hjort
Updated over a week ago
Adding Link Fields to Templates
How to connect certain areas of your document with a hyperlink
Written by
Alan Sincich
Updated over a week ago
Adding Attachments to Templates
How to add supplemental docs, files, and webpages to a template
Written by
Alan Sincich
Updated over a week ago
Adding a Video Introduction to Templates
How to add a standard intro video to your template
Written by
Alan Sincich
Updated over a week ago
Google Doc Templates
Create a Google Docs Template
How to create Google doc templates in your Templates folder in Drive
Written by
Alan Sincich
Updated over a week ago
Editing Google Doc Templates
How to make inline edits to your Google Doc templates
Written by
Alan Sincich
Updated over a week ago