You can change the settings for a signed document Contract Management.

Click on the gray box to the left of the document name to open the settings menu.

Tag

Add a tag to the documents to make it easier to search and categorize them.

Notify

Enable notification for the documents to receive a reminder when it is time to renew an agreement. You can choose between Expiration or Renewal. You can choose when you want to receive the reminder, which user should receive it, and write a personal message.

This reminder will only be sent to you and not the recipient of the documents.

Edit

Under "Edit" you can change the Owner of the agreement, Contract value, and the contract period.

Move

Move the selected document or documents to a folder. If you have multiple folders, you can search for the name of the folder to make it easier to find.

Download

Download the documents to your device.

Delete

Delete the selected documents from GetAccept. When you click on "Delete", the deleted documents will end up under the tab Documents > Deleted.

If you also delete the documents from the Deleted tab, they will be permanently deleted from the platform.

Did this answer your question?