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.

Create and send out a 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 for how to use the GetAccept and Word Merge tags).

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

  3. To use your Word Merge document, 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 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.

  6. Done!


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.

Then type what 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 which merge tag you'd like to use and close the tag using another $. It should look something like this:

$recipient.first_name$

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

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