When uploading a document you have the option of using our Word Merge feature. With this, you can create a word doc using GetAccept or unique Word Merge tags and customize them with in-line text.

Below are the steps to create and send out the Word Merge document:

  1. Create a Word document and place GetAccept and Word Merge tags wherever you would like to place custom text (see below how to use the GetAccept and Word Merge tags).

  2. Once your document is completed with the tags, login to GetAccept and click New Document in the top right corner.

  3. To use your Word Merge document, simply click the Upload File block, then choose your file with the Word Merge tags in it.

  4. GetAccept will pick up that this is a special Word Merge document and a window will appear with the field labels matching the tags you placed in the document.

  5. Click on the Save button and the document will begin to upload with the populated in-line text.

Word Merge functionality

Word Merge Tags - If you would like to type in custom text, you want to use Word Merge tags. To do so, within your document's text, place a $ to begin the tag, type whatever you'd like the label to be named, and close the tag using another $. It should look something like this $Label_Name$ (use a _ if there is a space).

GetAccept Merge Variables - If you would like to auto-populate the document with data from GetAccept, such as company name or recipient name, place a $ to begin the tag, type whichever merge tag you'd like to use, and close the tag using another $. It should look something like this $recipient.first_name$. List of Merge Variables

You can download an example Word file to test this, here.

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