LimeCRM Web client

In this guide, we will go over how you can access and use GetAccept within the LimeCRM Web client

When you have logged into your Lime Web client you will first see an overview

How to access the GetAccept integration

You can access the GetAccept Integration by navigating to a Company, Person, or Deal.

In my example I have a deal created, to trigger the GetAccept Integration I simply click on the Deal name and I am good to go!

How to log in to your GetAccept account in the integration

To log in to your GetAccept account, click on Send document
Type in your credentials (the same credentials that you use when logging into GetAccept) and you can begin creating your documents.

Please note:
If it is the first time using GetAccept within the integration or if some time has passed since it was last used you will need to log in.
Otherwise, you will remain logged in.

How to create a document

Once you are logged in you can create a document for signing or for tracking
(For tracking: meaning it is a non-signable document)
Start by adding your recipient, you can also toggle on to include co-workers.
Then choose what role they should have:
1. Signer
2. Only view
3. Internal approver
4. External approver
Once you have added your recipient(s) click on number two or Next in the list above.
Choose a template or a Lime document.
When you are done, click on number three or Next up in the list.
Change the document name, and value and add if you want to include a video to your document. You can also edit and preview the email send-out.
Click on number four or Next in the list above when done.
Here you can see the final summary and then proceed to Send the document by email or Share the document link.
You can also choose Open in GetAccept and proceed with your send-out there.

How to access merge tags

You can double-check which fields are included in a template and related auto-filled data by clicking “Show template parameters” under “Select document” within your Lime CRM.

Two-way integration setup - How to allow a signed document to be sent back to your Lime integration

In order to have your signed document to be sent back and updated within your LimeCRM you need to set up and connect the integration within your settings in GetAccept

Go to settings
Select integrations
Click on Settings on the LimeCRM integration
Enter your API key (usually provided by Lime) and the domain. Once you click Save you will see that it says Connected

How to send documents through the SuperOffice integration

How to send a document from Hubspot via GetAccept

LimeCRM Desktop

LimeGO

Capturing Recipient Filled Data in HubSpot