When you're on the drafting send-out page, you will see a number of blocks listed and available to use. The Editor block is GetAccept's very own document editor! Think of it like any other document editor, like Google Docs or Microsoft Word.
To add the block, click the Editor block and you will see a text prompt appear, asking you to start typing. You can create your own documents from scratch or copy and paste any documentation and we will format it just right for you.
Within an Editor block, there are elements that can be added to build the document. When you first add the editor block, you will see a text element.
You can add more elements by clicking the blue [ + ] button below or above any given element.
Here you can choose the below elements, to learn more about each element just click on the links below:
To move or delete an Editor block, click on the three-dotted menu in the top right and choose the action you would like to take.
Add additional blocks
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 send-out.
Once all your blocks are uploaded, you can add your recipients to the send-out, assigning them as either signers, viewers, or internal approvers. You will only be able to add a signer if you have a document file or editor block included in the send-out.
Note: Adding document fields, such as recipient text or signature fields, to your editor pages is on our roadmap.