Sending in GetAccept is a system, not a button. It combines three independent but connected components:
Communication templates control outbound messaging.
Recipient links control access, identity, and tracking.
Engagement score evaluates how engagement features are used.
Each component is owned by a different system and behaves independently.
Communication templates (messaging control)
Communication templates define the default email, SMS, and chat messages used when a document is sent.
They control:
Email subject and body
SMS content
Automated chat messages
Chat reminder timing
Tone and formatting
When a document is sent:
The selected template supplies all outbound messaging.
Email and chat reminders follow the same template rules.
Template changes only affect future sends, not already sent documents.
This ensures consistent, branded communication across teams.
Recipient link logic (access and tracking)
Each recipient receives a unique access link when a document is sent.
The link:
Is tied to the recipient’s identity and role
Shows only the fields and content assigned to that person
Tracks views, time spent, and interactions
Feeds audit logs and analytics
If a link is forwarded:
New viewers may be asked to identify themselves
Access follows the document’s visibility rules
Activity from additional viewers is tracked separately
This guarantees signer identity, correct field assignment, and reliable analytics.
Engagement score (readiness signal)
The engagement score appears during Prepare for sending and reflects how well engagement features are configured.
The score increases when:
An intro video is added
An automated chat message is enabled
Chat reminders are active
Identify new viewers is enabled
The score does not consider:
Document content quality
Visual design
Email or SMS length
Internal metadata
The score is a predictive indicator of engagement readiness, not document quality.