With the new user interface for the Create Flow in GetAccept, creating, uploading, or customizing documents has never been easier. Follow this guide to understand how to navigate and use the updated features effectively.
Step 1: Start Creating Your Document
Click on "Create"
Navigate to the main dashboard and select the Create button to begin.Choose How to Start
You'll be presented with three options:Use Template: Select a pre-existing template from your GetAccept library. The recently used templates will appear at the top for quick access. You can also search for specific templates using the search bar.
Upload Document: Drag and drop a file or browse your computer to upload a document. The supported file size is up to 1 MB.
Start from Scratch: Create a document directly in GetAccept using a blank text editor provided by the platform.
Step 2: Setting Up Your Document
Once you've chosen a starting method, the next step is to define your document details.
Document Name (Mandatory):
Enter a name for your document. This field is required to proceed.Company Name:
Add the company name associated with the document (if applicable).Document Type:
Select the type of document from the dropdown menu (e.g., Sales, Contract, Agreement).Document Value:
Specify the document's value if relevant (e.g., a sales proposal amount).Expiration Date:
Choose an expiration date for your document by selecting a specific time and date.Enable Signing:
Toggle this option on if the document requires signing. You can also choose if the sender will sign the document.
Step 3: Create and Edit Your Document
Once all details are filled in, click Create to finalize the initial setup.
If you've uploaded a document or started from scratch, you can edit it further in the GetAccept editor.
If you've used a template, verify the content and make any necessary adjustments before proceeding.