How to build your document for sending

How to Upload a file, use the Editor block, Template block, Video block, Link block, and Google Drive Block.

Therese avatar
Written by Therese
Updated over a week ago

When you have created your document, you will be presented with different blocks to choose from to start building your document.

Below we will go through the different blocks that you can choose from:

Upload a file block

Here can drag your desired document from your device to the Upload a File rectangle or click in the box and select the document from there.

We support the most common document formats on the market and you can also upload your document from Google Drive.

Once your document is uploaded, you can rename it or add a deal value to it (recommended if it's a sales document). You can then add your recipient(s).

Please note!

The file size should not exceed 20 MB.

Many email clients have a limit of 20 MB, which means that if the file is larger, a signed copy will not be sent out via email.

Editor block

The Editor block is GetAccept's very own document editor! Think of it like any other document editor, like Google Docs or Microsoft Word.

Choose either New editor block or one from your Editor library.

Within an Editor block, there are elements that can be added to build the document. When you add a new editor block, you will see a text element. Read more about it here.

Use template block

You can use a GetAccept template that you have created under the Content Library tab in the left main menu.

To use a template, click on the Use Template option and choose the one you would like to send to your recipients.

Once your document is fully uploaded, you can rename it, tag it, or add a deal value to it (if it's a sales document). You can then add your recipient(s).

Use a GoogleDocs Template

When you choose to use a template, you can also add one of your GoogleDocs template from your content library to your send-out as well. To learn more about that click here.

Video block

The Video Element can be used to add a video to your Editor block.

Here you can:

  • Record a video

  • Add video from URL

    Copy the URL from Youtube or Vimeo and insert it into the field. The video will automatically be added.

  • Choose a video from the Video Library

  • Upload a video from your device

Recommended file type(s):

MOV, .AVI. , MP4

Max. file size:

124 MB.

Link block

Once you're on the drafting send-out page, you will see a number of blocks listed and available to use. The Link block allows you to add any link to your send-out with a call to action button.

To add the block, simply click the Link block and enter the information in the prompt. You will need a URL, a Title for your block, a description of the link, and text to be displayed on the "open link" button.

Once you input a URL, a preview of the link image will appear. You can either keep the default or change the image. After inputting all the prompts, click on Add Link to add it to your send-out.

To edit, move, replace, or delete your Link block, click on the three dots in the top right corner and choose one of the two options.

Google Drive block

You are able to access Google Docs, Slides, Sheets, or other files stored on your Google Drive and upload them into your send-out.

When drafting a send-out, simply click on the Google Drive block.

Choose the document or file you want to upload and it will begin to be added to the send-out. GetAccept will convert it to a PDF, so it will not be able to be edited once uploaded.

If you would like to make edits to your Google Doc, Slide, or Sheet, you can create Google Doc templates and make inline edits while drafting your send-outs.

How to add more resources to the draft

If you would like to upload another block with content, scroll below the already added page and repeat the process; choosing from Upload a File, Editor, Use Template, Video, Link, or Google Drive.

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