LimeGO is a Chrome extension, easy to download and log in to be able to send your documents via LimeGO. This guide will go over how to set it up and how to create a send-out.

How to setup GetAccept within LimeGO

First, you need to download the Chrome extension via the Chrome Web Store.
To download and Install LimeGO click here.

Once downloaded and installed we recommend that you pin it for easy access once inside the integration. To do that click on the puzzle icon up to the right in your browser window
Click on the pin icon next to the installed Chrome extension'
Then you will see the GetAccept symbol up next to the puzzle piece. It allows you to easily make the integrations visible within the integration

Get started with GetAccept within LimeGO

Once installed you can start to send your documents via GetAccept within LimeGO.

When you log into LimeGo, you need to log in by using your own personal login credentials, the same as when logging into GetAccept.

To be able to create a document for sending you will need to go either a Deal, Person, or Company.
In the main view of the integration, you can get started by clicking on either For signing or For tracking. Below you will find your recently sent documents and filter to see your own, your team, or all recently sent documents.
Up above to the left, you can click to invite more users to get started with the GetAccept integration, to the right you can also directly contact support by clicking on the ? symbol and next to it you can access the settings. There you can change entity, access your profile settings within GetAccept, and also authorize the two-way integration. To be able to sync automatic timeline events.

Create a document from the integration

To get started: Choose if you want to send:
1. a signable document (for signing)
2. or a non-signable (for tracking)
Add your recipients, choose their role, and click on next when done.
1. Please note that recipients need to be connected to the Deal or Company to be able to be added to the send-out.
2. If you are using a template that has a predefined role, the recipient must be added with the same role type as the predefined role in the template. If the recipient added in the integration does not have the same role as the predefined one then the list will be blank.
Choose if you want to upload a file or use a template. Click on next when you are done.
1. Here you can also:
  1. Manage/Create templates: Here you will be redirected and edit your GetAccept templates
  2. Show template parameters
  3. Access and fetch merge tags to add to your GetAccept templates. Allowing you to fetch data from the integrations.
  4. Please note: The merge tags shown will be different depending on if you are on a Deal, Company, or Person. For example, if I am on a Deal, the merge tag will begin with Deal;
    {{deal.value_currencycode}}
If you chose a Template with a predefined role then this option will appear, where you can assign your recipients to your role(s)
1. Please note again that if you are using a template that has a predefined role, the recipient must be added with the same role type as the predefined role in the template. If the recipient added in the integration does not have the same role as the predefined one then the list will be blank.
If the template has fields on it then the next step in the process will be to edit/add value to these fields.
Here you can choose to add a video or record one directly.
1. Enable the chat to pop up automatically when the recipient enters the document and edits the text.
2. Keep in mind to keep the {{recipient.first_name}} tag as this one will automatically fetch each recipient(s) name.
This is the last and final step in the send-out.
1. Here you can choose/edit:
  1. Document name
  2. Email Subject
  3. (Keep in mind to keep the {{sender.first_name}} tag and {{document.name}} as these will automatically fetch the sender name and the document name.
  4. Email Message: Keep in mind to keep the {{recipient.first_name}} tag and {{sender.first_name}} tag as these will automatically fetch the sender name and each recipient(s) name.
  5. Send smart reminders
  6. Preview document: Will open a new tab, allowing you to preview how the document will look for the recipient(s)
When done you have three options to send it:
1. Send:
  Will automatically send the document per email to all the recipient(s). If self-sign is on per default (entity or template level) then you will also sign it when you are sending the document.
2. Share document link
  Will seal the document and you will manually have to email all the recipient(s) unique document links. If self-sign is on per default (entity or template level) then you will also sign it when you are sending the document
3. Open in GetAccept
  Click here to be redirected to the document within GetAccept and send it directly from GetAccept instead.
If you choose to send the document from the integration then you can set a follow-up task within LimeGO.
To remind you to take action on the sent document

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