Document settings let you fine-tune how your document behaves — from changing ownership and controlling privacy to enabling handwritten or initial signatures. Managing these settings helps you maintain control and compliance while keeping your workflow flexible.
Step 1: Access your document settings
Open your document in GetAccept.
Click the three dots (⋯) menu at the top right.
Select Settings.
This opens the settings panel where you can configure key document options.
Step 2: Adjust document preferences
In Settings, you can:
Set an expiration date and time — Choose when the document will expire automatically.
Change owner — Reassign document ownership to another team member.
Allow signature transfer — Let recipients transfer their signing rights to someone else.
Sign by hand — Enable drawing a handwritten signature.
Sign with initials — Allow recipients to sign using initials instead of a full signature.
Set document as private — Restrict visibility so only invited users can access the document.
Step 3: Set start and end dates (if applicable)
For contracts or agreements that need a defined validity period, you can set a start date and end date. This ensures recipients clearly see when the contract becomes active and when it expires.
Step 4: Download your document as a PDF
Need an offline copy?
Click the three dots (⋯) menu again.
Select Download as PDF.
Your document will download automatically and can be saved or shared as needed.
Step 5: Delete a document
If you no longer need a document:
Click the three dots (⋯) menu.
Select Delete.
Confirm your choice to remove it permanently.
Tip: Deleting a document is irreversible, so double-check before confirming.