You are able to create templates using Google Docs, which allows you to inline edit your document before sending it out. This is great for keeping the formatting the same throughout the doc and easily editing the content right from within your GetAccept account.
IMPORTANT: To be able to authorise your Google account you have to login to getaccept through the URL https://app.getaccept.com. Meaning you can not use your SUBDOMAIN <your-domain>.getaccept.com when you authorise and connect the integration. To do this follow these instructions before you continue:
- Open the link https://app.getaccept.com
- Login with you credentials (you should be admin)
- Now follow below instructions
Connect Google Docs
To connect to Google Docs, go to Settings > Integrations > scroll down until you see Google Docs > click Connect.
You will then see a window appear that will ask you to Authorize Google Docs to be able to access your GetAccept account. Click the Authorize Google Docs button and choose the Gmail Account with the Google Drive you want to access.
Once you choose your account, it will ask you to allow GetAccept to access your Google Drive. It's important to note that GetAccept will only have access to the documents and folders that are created through the integration.
Click the Allow button and you will be connected! Now you can view and manage the Documents and Templates folders that GetAccept creates with the integration.