Getting Started

Once you're on the drafting sendout 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, simply 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 simply 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. As of now, GetAccept supports four different elements; text, images, tables, and dividers. Each one can be edited in different ways using the provided formatting bar. Learn more about each element below.

To move or delete an Editor block, simply click on the three-dotted menu in the top right and choose the action you would like to take. 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.

**Adding document fields, such as recipient text or signature fields, to your editor pages is on our roadmap.


Text Element

Use this element to add any text to your document, either by typing it in or copy and pasting it from an already created document.

If you decide to copy and paste your text, you will notice small changes, such as the font and size, though the headers and paragraph formats should replicate smoothly.

The text element supports in-line merge tags so you can add information about the document or contact information about the Sender and the Recipient.

While you are typing within the text element, you can use keyboard shortcuts to take certain actions, like making the text bold, underlined, or italicized. Simply use Command + [B, U, I] on Mac or Control + [B, U, I] on PC.

**Merging CRM information through our integrations is on the roadmap, but for now, you can add information stored in GetAccept.

**Right now, you are able to copy and paste text from your document, but if you have images or tables, we recommend adding an image or table element.

**The ability to change different font types is on the roadmap, but for now, the editor is set to using Open Sans.

Formatting Bar

When you engage your curser in a text element, you will see a formatting bar appear with many different options:

  • Text Format - Choose from Normal Text, Heading 1, Heading 2, Subheading, and Small Text

  • Edit text to Bold, Italicised, or Underlined

  • Numeric Lists and Bullet Points

  • Text Alignment to Left, Center, Right, or Justified

  • Adding Hyperlinks to text

  • Inserting GetAccept Merge Tag data in-line, such as recipient, sender, and document information

  • Insert New Elements, such as Text, Images, Tables, and Dividers (you can also add elements by clicking the [ + ] sign between elements)

  • Undo and Redo editor actions

  • Move the text element up or down between other elements

  • Delete text element


Image Element

Use this element to add images to your document. You can upload a picture from your computer or by using an image URL.

We support many different image types, including GIFs, to help you bring your document to life! Resize the image with the preset options and add text captions below or on top of the image to explain what it is the recipient is looking at. You can also add a hyperlink to the image, connecting it to a webpage. If you need the image placed in a specific area, use the image alignment to move it.

**Resizing your images to any size is on the roadmap, but for now, the preset options are available to use.

Formatting Bar

After uploading an image and clicking on the element, you will see a formatting bar appear with many different options:

  • Resize Image - Choose from the Original Size, Half-Width, Full-Width, and Cover Image

  • Image Alignment to Left, Center, or Right

  • Displaying a Caption and Text on Image

  • Adding a Hyperlink to the image

  • Move the image element up or down between other elements

  • Replace the Image with a different one

  • Delete image element


Image and Text Element

Use this element to add an image and text in the same row of your document. You can upload a picture from your computer or by using an image URL. The text box next to your image has the same functionality as a text block.

This is great if you want to show a picture or gif and want to include some context with it. Simply click the image box to upload your image and type what you would like to describe in the text box next to it. You can use the divider line between the image and text to resize them, simply click and drag the line left or right. When you click the divider line, you will see a bar appear with a few options. One of them has two stacked arrows, which can be used to flip the side that the image and text appear.

Formatting Bar

After adding an Image and Text element, you will see a formatting bar appear with a few different options:

  • Flip which side the image and text appear

  • Move the image element up or down between other elements

  • Delete Image and Text element


Table Element

Use this element is to easily display different options in a table format, making it great for pricing tables or product listings.

You can add or delete rows and columns to the number you need. The width and height of these can be adjusted by clicking and dragging on the edge of the cells. There are different presets to design your table and the text in the cell can be updated like any other document editing. You can also use merge tag data to easily personalize text in cells.

**The ability to configure pricing is on the roadmap, but currently needs to be done manually, though you can use a Document Value merge tag for your Total Price.

Formatting Bar

After adding a table element, you will see a formatting bar appear with many different options:

  • Table Design - Add a Table Border, add a Top Row Background, make the Tabled Striped (apply one or all of the options)

  • Delete a Row or Column in the table

  • Choose a Text Format for your columns, rows, or individual cells by highlighting what you need to be updated

  • Edit text to Bold, Italicised, or Underlined

  • Numeric Lists and Bullet Points

  • Text Alignment to Left, Center, Right, and Justified

  • Adding Hyperlinks to text

  • Inserting GetAccept Merge Tag data in-line, such as recipient, sender, and document information

  • Undo and Redo editor actions

  • Move the table element up or down between other elements

  • Delete table element


Divider Element

Use this element to separate different parts of your document, such as the Overview from the Pricing sections.

You can choose from different preset types for your dividers. You also have the ability to choose how thick you would like the padding to be around the divider.

Formatting Bar

After adding a divider element, you will see a formatting bar appear with many different options:

  • Divider Type - Choose from Thin, Thick, Dashed, or White Space

  • Choose the Padding Thickness around the divider

  • Move the divider element up or down between other elements

  • Delete divider element


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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