The Engage tab helps you add a personal and interactive touch to your GetAccept documents. You can record an intro video, start a chat automatically, identify new viewers, or even let recipients call you directly — all from within your send-out flow.
Step 1: Add an intro video to your document
Record a new video
Click the Engage tab.
Select Video introduction, then click Record.
Hit the red button to start recording.
Click the red button again to stop.
If you’re happy with the recording, select Use. You can retake it anytime if needed.
Upload a video from your video library
Under Video introduction, click Video Library.
Choose an existing recording or upload a new one from your device.
Upload a new video from your device
Click the three-line menu under Engagement video.
Drag and drop your file or browse your computer to select one.
Recommended file types: MOV, AVI, or MP4 (max 128 MB).
Click Save when done.
Use a YouTube or Vimeo link
Under Upload new video, paste your YouTube or Vimeo URL.
Click Save to attach it to your document.
Record using the GetAccept mobile app
If you’re using the GetAccept mobile app, you can record a video on the fly and add it to your video library for future use.
To get started, tap the smartphone icon under Engagement video.
Step 2: Start an automated conversation
Add an automated chat message to greet your recipient when they open the document.
In the Engage tab, find Start a conversation.
Toggle it ON to include an automated welcome message.
The message will appear automatically in the chat when the recipient views your document.
The chat message content comes from your communication template.
Admins can edit these messages in Settings → Communication templates.
If your account has multiple templates, you can select which communication template to use under the Sending tab when preparing your document.
Step 3: Add chat reminders
Send a chat reminder if your recipient hasn’t opened the document within 24 hours.
In the Engage tab, find Add chat reminders.
Toggle it ON to automatically send a reminder message.
Like conversation starters, chat reminder messages are defined in your communication templates.
Admins can update or create templates in Settings → Communication templates.
When sending a document, you can choose which template to apply under the Sending tab.
Step 4: Identify new viewers
Enable the Identify new viewers feature to know who’s viewing your document — even if the link is shared.
Open the Engage tab.
Toggle ON Identify new viewers.
When someone new opens the document:
A pop-up asks them to enter their name and email.
You’ll see their details in real time and know how long they viewed the document.
They’ll be added as an “Only view” recipient so you can track engagement.
Admins can enable this setting by default under Settings → Document settings.
This adds an extra layer of authentication, helping ensure only authorized people are viewing the document.
Step 5: Enable Instant Phone Call
Let recipients reach you directly while viewing your send-out.
Go to the Engage tab.
Toggle ON Instant phone call.
This adds a clickable Call button for recipients. When clicked, it connects through your Twilio integration.
You can activate Twilio in two ways:
Settings → Integrations → Connect with Twilio, or
Directly in the Engage tab under Instant phone call.