Start your document
You can begin with a pre-made template or your own file.
Click Create in the top-left corner of your dashboard.
Select Use template to try a ready-to-go layout, or Upload document to use your own PDF.
Pro-tip: We recommend starting with a template first. This lets you experience interactive features like smart fields and video introductions that a flat PDF can't offer.
Set up your document
Provide basin information for your document
Add your signer
Before you can send, you need to tell GetAccept who is receiving the document.
Go to the Recipients tab on the right side.
Click Assign role next to the "Signer" placeholder or use Add recipient.
Enter their name and email, then click Save.
Prepare and send
Once your content and recipients are ready, it’s time to finalize the delivery.
Go to Sending in the top navigation bar.
Review your email subject and message to ensure they look professional. Click Prepare for sending.
Click Sign and send to deliver the document.
What happens next? Your recipient gets an email with a secure link. They can open, review, and sign the document directly in their browser—no login required.