Assign a recipient to a template role before sending
If your document was created from a template that includes a template role, you need to assign a recipient to that role before you can send. GetAccept flags this while you edit: the banner at the top of the document shows an item for the unassigned role, and the send button reads Fix to send.
To assign the role:
1. Click Fix it in the banner. You're taken to the role's row in the Recipients panel.
2. Click Assign role.
3. Enter the recipient's details. If you've already added this recipient, remove them first, then add them to the role.
4. Once the role is assigned, it disappears from the banner.