Sending in GetAccept defines how recipients receive access to a document, how communication is delivered, and how engagement is measured. This article explains how sending logic works, how communication templates shape email and SMS messages, how recipient links are generated, and what influences your engagement score.
1. Communication Templates and Their Impact on Emails
Communication templates define the default email, SMS, and chat messages used when sending a document.
They are created and managed by admins in Settings → Communication templates.
What communication templates control
Email subjects and message text
SMS message content
Automated chat messages
Chat reminder timing
Tone, formatting, and structure of outbound communication
How they impact sending
When you send a document, the email and SMS messages come directly from the selected communication template.
Reminders (email and chat) also use the rules defined in the template.
Changing the communication template changes the default wording for all future send-outs based on that template.
Why this matters
Ensures messaging is consistent across teams
Gives recipients a predictable, branded experience
Reduces manual editing before sending
Helps control tone, clarity, and timing at an organizational level
2. Recipient Link Logic (Unique Link per Recipient)
Every recipient receives their own unique access link, generated when the document is sent.
This ensures identity tracking, audit accuracy, and correct signing behavior.
How unique links work
Each recipient gets a link tied to their identity and role
Opening the link displays only the content and fields meant for that specific person
Unique links track who viewed, when they viewed, and for how long
Audit logs and analytics rely on these individualized links
Forwarding behavior
If a recipient forwards their link:
Viewers may be asked to identify themselves
Access depends on the document’s visibility rules (standard vs private mode)
Activity from new viewers is tracked separately
Why unique links are important
Guarantees signer identity
Ensures correct field assignment
Enables detailed engagement tracking
Supports signature transfer rules when allowed
3. What Affects the Engagement Score
The engagement score measures how well a document is prepared to create a high-engagement recipient experience.
It is shown during the Prepare for sending stage.
What increases the engagement score
Intro video added
Personalizes the experience and increases viewing time
Automated chat message
Welcomes recipients and drives interaction
Chat reminder active
Improves follow-up automation
Identify new viewers enabled
Ensures visibility into additional stakeholders
What does not affect the score
Document content or design quality
Email or SMS length
Internal metadata such as tags, value, or owner
Why the engagement score matters
Higher scores predict higher open and completion rates
Helps senders follow recommended engagement best practices
Encourages consistent use of video and chat automation across teams
Summary
Sending in GetAccept relies on three core components:
Communication templates shape the messaging sent through email, SMS, and chat.
Unique recipient links ensure accurate tracking, role-based access, and proper signing behavior.
Engagement score highlights how well the document uses engagement tools like video, chat automation, and viewer identification.
Together, these systems create a consistent, secure, and high-engagement sending experience for both senders and recipients.