Welcome to GetAccept!
In this quick guide, you’ll send your first document using a pre-made template. It’s the easiest way to explore how GetAccept works - from creating a document to sending it for signature.
Step 1: Click “Create”
From your GetAccept dashboard, click Create in the top-left corner.
You’ll see a window asking “How would you like to start?”
Step 2: Select the recommended option
Choose Use template — this lets you try one of your pre-made GetAccept templates.
We recommend starting with a template to experience GetAccept’s interactive editor, smart fields, and signing flow.
If you prefer to test with your own file, you can instead:
Start from scratch → create a new one directly in the editor or Upload document select a file from your computer.
Step 3: Fill in basic details
Once your template opens, you’ll be asked to review key information:
Document name (e.g., Contract | Demo company)
Company name (optional)
Value and currency
Expiration date
Toggle Enable signing of document if you want it to be signable
Click Create when ready.
Step 4: Assign your recipient
You’ll now see the Recipients tab on the right side.
Click Assign role next to Recipient (Signer)
Add or select a contact (name, email, phone)
Click Save
If your template includes multiple roles (like “Approver” or “Viewer”), assign each before sending.
Step 5: Review & Send
Move to the Sending step in the top navigation.
Check the email message and subject (auto-filled from your template).
Confirm details like the expiration date and recipients.
When everything looks good, click Prepare for sending and then Sign and send.
Your recipient will instantly receive an email with the document link and can sign directly from their browser.
That’s it!
You’ve just sent your first document with GetAccept.
Next steps: