Introduction
The Convert Non-Signable to Signable feature allows you to transform a previously shared non-signable document, such as a Deal Room proposal, into a signable document without needing to create or send a new one. This guide will walk you through the process, key settings, and considerations when enabling signing for your document.
Use Case
This feature is especially useful when:
You’ve already shared a document for review or collaboration and now need to collect signatures.
Agreements have been reached, and transitioning to a signable format saves time and effort.
How to Convert a Non-Signable Document to Signable
Step 1: Open the Document
Navigate to the Document in your GetAccept account.
Locate the shared non-signable document you wish to convert.
Step 2: Review Recipient Activity
Check the Status to see if the document has been reviewed.
Step 3: Enable Signing
Click Enable Signing on the document.
A preview of the Enable signing of document will appear.
Step 4: Update Recipient Roles
Assign roles to recipients:
Choose whether each recipient should be a Viewer or a Signer.
Note: If only one recipient exists, they will automatically be assigned as a signer. For multiple recipients, manually assign roles.
Important: Signing order cannot be specified at this step.
Step 5: Edit Recipient Details (Optional)
Click on the Edit pen icon
Edit recipient details, such as:
Name
Email address
Configure specific signing methods for each recipient if required.
Step 6: Update Document Settings
Add any necessary document metadata, such as:
Value of the proposal (e.g., $194).
Step 7: Preview Recipient Email
Click Preview Recipient Email
Preview the email and make any edits if needed.
Step 8: Send the Document for Signing
Click Apply changes and send the updated document for signing.
Recipients will receive an automated email with the signing link.
Step 9: Sign the Document (Optional)
As the sender, you can preview and sign the document yourself.
Once signed, the timeline will update to reflect the signing status:
Signing enabled
Forwarded to recipients
Signed and sealed.
Additional Notes
Recipient Links: While emails are sent automatically, copying a direct link to the document for recipients is a feature currently under development.
Recipient Emails: Ensure that recipient email addresses are valid to avoid hard-bounce issues.
FAQs
Can I specify a signing order?
No, signing order functionality is not available when converting a non-signable document to signable.
What happens after all recipients sign?
The document status updates to sealed, and all recipients receive a confirmation email.
Can I update the document content before enabling signing?
No, this feature is designed to transition a shared document to a signable state. Content changes should be made prior to sharing as a non-signable document.