Document Engagement features in GetAccept help you personalize the viewing experience, increase recipient interaction, and automate communication throughout the document lifecycle. Engagement includes intro videos, automated chat, reminders, viewer identification, and communication templates that control messaging across email, SMS, and chat.
1. Video Engagement
Intro videos are shown at the top of the recipient’s viewing experience and are one of the strongest ways to humanize and personalize proposals or contracts.
What video does
Creates a personal first impression
Increases viewing time and response rates
Helps explain context or next steps before the recipient reads the document
Video best practices
Keep videos short (20–45 seconds)
Speak directly to the recipient by name when possible
Explain the purpose of the document
Set clear expectations: next steps, timeline, who to contact
Use natural lighting and straightforward framing
Record a fresh intro for high-value deals; use library videos for standard send-outs
2. Chat Automation
Chat automation enables proactive messaging directly inside the document viewer. Chat appears as an embedded conversation panel recipients can use to respond or ask questions.
How automated chat works
A prewritten message is shown when the recipient opens the document
Messages can guide the recipient toward next steps or highlight key sections
Chat helps create a live, conversational experience without needing manual input
Best uses for automated chat
Welcoming the viewer
Pointing out key pages (pricing, legal terms, decision summary)
Encouraging next actions (book a call, sign, ask questions)
Providing a human tone even when asynchronous
3. Chat Reminders
Chat reminders are automated follow-ups sent when the recipient has not engaged within a defined timeframe.
How chat reminders work
Trigger if the document remains unopened after a period set by the communication template
Deliver a friendly prompt inside the chat panel
Reduce manual follow-ups and improve engagement timing
Best uses
Nudging recipients who have not viewed the document
Re-engaging stalled deals
Keeping communication consistent across your team
4. Viewer Identification Logic
Viewer identification ensures you always know who is looking at your document.
How viewer identification works
If a new viewer opens the document link, they are asked to enter their details
Information collected is added to your engagement timeline
The feature prevents anonymous viewing and gives full visibility into stakeholder involvement
Why identification matters
Helps track decision-makers
Improves Account-Based Selling
Increases accuracy of analytics and notifications
Prevents forwarding without accountability
5. Instant Phone Call
Instant Phone Call creates a direct call-back option inside the document so a recipient can request immediate contact.
How it works
Recipients click a call request button
You or your team are instantly notified
Designed for high-intent or time-sensitive documents
Best uses
Closing opportunities
High-value deals
Urgent approvals or renewals
6. Communication Templates (Email, SMS, Chat)
Communication templates define the default messaging for your document workflow across email, SMS, and chat.
What communication templates control
Email subjects and messages
SMS notifications
Automated chat messages
Chat reminder timing and content
Tone, structure, and consistency of outbound communication
Admin setup
Communication templates are created and managed by admins in:
Settings → Communication templates
This ensures consistent, approved messaging across your entire organization.
Why communication templates matter
Standardize communication for all senders
Improve clarity and professionalism
Ensure consistent follow-ups
Reduce manual editing before sending documents
Summary
Document Engagement combines intro videos, automated chat, reminders, viewer identification, instant phone call options, and communication templates to create a personalized, interactive, and automated viewing experience. These tools help teams increase engagement, accelerate deal progress, and maintain consistent communication across all document send-outs.