You can create templates using Google Docs, allowing you to inline edit your document before sending it out. This helps maintain consistent formatting and enables easy content updates directly within your GetAccept account.
To successfully authorize your Google account, you must log into GetAccept using the URL https://app.getaccept.com. You cannot use your subdomain (<your-domain>.getaccept.com) when authorizing the integration. Follow these steps before continuing:
Log in with your credentials (you must be an admin).
Proceed with the instructions below.
How to Connect Your GetAccept Account to Google Docs
Navigate to Settings in your GetAccept account.
Select Integrations.
Scroll down until you find Google Docs.
Click Connect.
A window will appear, prompting you to authorize Google Docs to access your GetAccept account.
Click the Authorize Google Docs button and select the Gmail account associated with the Google Drive you want to use.
Grant GetAccept permission to access your Google Drive. GetAccept will only access documents and folders created through the integration.
Once connected, you can view and manage the Documents and Templates folders that GetAccept creates within your Google Drive.
Sharing Google Docs Templates with Your Team
For your colleagues to create and edit documents from your Google Docs templates, they must be logged into a Google account in their browser. You will need to manually set the following permissions in Google Drive:
Edit access to the document folder.
Read access to the template folder.
If colleagues need to edit templates, they must have edit access to the template folder.
Users can share a common Google account (e.g., a free Gmail address) if necessary.
Check Folder Permissions
If the connection is not working:
Open the intended folder in Google Drive.
Click the sharing icon (two people symbol) next to the folder name.
Ensure docs@getaccept.com is listed as an editor.
If it is missing, you may have attempted to share the wrong account.
Verify File Format
If you cannot open or edit the template in GetAccept:
Confirm the file is a Google Document.
Open the file in Google Drive.
If it is a Google Doc, there will be no file type tag next to the title.
If a tag (e.g.,
.docx) appears, the file must be converted to Google Docs format.
Fix Error 400: redirect_uri_mismatch
If you receive this error when setting up the integration:
Ensure you are not using your subdomain (
<your-domain>.getaccept.com).Change the URL to https://app.getaccept.com before authorizing Google Docs.
Fix Pop-Up Issues
If you click the edit icon, but only see a blank grey window:
Check if a pop-up blocker is preventing the window from opening.