Getting Started

Once you're on the drafting sendout page, you will see a number of blocks listed and available to use. The Integrations block allows you to access different integrations you have connected with GetAccept.

To add the block, simply click on the Integration block and you will see the ones you are able to connect to and use. Currently, we have two integrations you are able to access within this block:

  1. Google Drive - Upload document from your Google Drive account and GetAccept will convert it to a PDF to prepare it for sending out to your recipients.

  2. Word Merge - Upload a Word file with pre-set merge variables built into the document to prompt a window asking for text input.

We will be adding more integrations to the block as we continue to build out our app. If you have any suggestions of what you would like to see, please let our support team know as we are always open to feedback.

To move or delete your Integration block, click on the three dots in the top right corner and choose one of the two options.

A little add or plus sign will appear when you hover your mouse before, after, or between blocks. Use this button to add additional blocks to your sendout.

Once all your blocks are uploaded, you can add your recipients to the sendout, assigning them as either signers, viewers, or internal approvers. Note, you will only be able to add a signer if you have a document file included in the sendout.

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