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.
Change or clear a role’s recipient
While your document is in draft, click ⋯ next to a recipient assigned to a template role.
Reassign role: Choose a different contact for the role. Contacts already on the document won’t appear in the search results.
Reset template role: Clear the contact from the role but keep the role, so you can assign someone later.
Remove recipient removes both the contact and the role from the document.