Overview
When creating a document in GetAccept, the first step is choosing how to start.
Your starting option determines how the document content is created, but all options follow the same setup flow before editing.
Use a template
Use a template when you send similar documents repeatedly.
Templates allow you to reuse:
Layout and structure
Fields and signing roles
Pricing tables
Merge fields
This option is commonly used for proposals, contracts, and other recurring documents.
Start from scratch
Start from scratch if you want to build a document directly in the Editor without using a template.
This option is useful when:
Creating a one-off document
Designing a new layout or structure
Experimenting before saving content as a template
Once the document structure is stable, it can be turned into a reusable template.
Upload a PDF
Upload a PDF when the document content is already final and should not be edited.
This option is typically used when:
The document must remain unchanged
You only need to add signing or form fields
You can add signature, text, and checkbox fields on top of the uploaded PDF.
What happens next
After choosing how to start, you complete the same setup steps:
Add document details
Add recipients
Once setup is complete, you continue editing or prepare the document for sending.