In the Document tab, you will find all the documents that you have created in the GetAccept platform. You'll see all active, drafted, sent, read, signed, expired, rejected, and deleted documents.
At the top right, you can filter which documents to display, either your own, team's, or everyone's documents.
As a user, you can choose to see your documents or the document sent from users in a team.
If you are an admin, you can also see all the documents sent by the users on the entity.
It is also possible to filter on tagged documents. By using this, you see all the documents that have a specific tag attached to them.
If you need to edit multiple documents at the same time, you can choose the select one, several or all documents and perform on of the following actions:
You can mark and delete several documents from the different tabs. All deleted documents will be possible to found in the Deleted tab after deletion in case you would need to find it again.
Bulk edit expiration date
You can mark one or more documents and update the expiration date by selecting a new date and time for when you want the document to be expired. Please note that if you want to inform the users about the expiration and add a connected email message, we ask you to change the expiration date from inside the document to be able to send a message to your recipients.
Bulk change owner
If you need to assigne a colleague to be the owner, you can choose to mark several documents and assign someone else as the owner. Please note however, you can only change owner on documents that are in Draft or Signed.
You can download several documents at the same time to your laptop and they will be exported as a ZIP file in order for you to easily access all the downloaded documents in one place. Please note however that you are not able to download a drafted document.
Bulk edit reminders
If you want to send multiple reminders at the same time, you can choose which documents to send a reminder to. Please note that in order for the reminder to be possible, the documents need to have an expiration date.
Bulk tag documents
Do you want to group multiple documents together using a tag? Simply select which documents you want to tag, select the tag and voila! You can now tag multiple at the same time and then easily find it using the filter.
If you have any questions, please contact support in the chat.