Entity information
Here you can update the settings for the entity and its sub-entities. Add essential company information such as address and URL to your website - it will be used in your email signature.
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How to create a new Entity
Communication templates
Communication templates are a new feature where the admin has the possibility to:
Create different messaging that can be used by different departments and written in different languages to customize the communication towards your customers
Possibility for an admin to create templates and choose what language the signed document certificate should be in
Possibility to customize the email messages further by allowing admins to now customize the text for the Footer and open document button (CTA = Call to action button).
Which emails/SMS/Chat messages can I customize?
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How do you create a new template?
Please note that only an admin has the option to create and manage the templates.
Default communication template
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Create your own template
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How do you use a communication template?
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You can also use merge tags, such as {{sender.first_name}}, to automate email personalization.
Manage users
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How to add a new user to your entity
Please note!
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How to Edit, Change user role, Deactivate, and Delete a user
To edit a user you can either
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Teams
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How to create a team
Please note!
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How to manage an existing team
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How to add a user to a team
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Good to know about teams
Below we will list how the team works when you have restricted access to other users' data on or off.
This setting controls if a user on an entity can see only their own or all documents on an entity.
Visibility between users dependent on their role
Role | Team | Without "Restrict Access" | With "Restrict Access" |
Administrator | X | See everything | See everything |
Manager | X | See all teams X+Y Documents/Deals and their Archive/Contract management | See only my team "X" in Documents/Dealboard and my team "X" Archive/Contract management |
User | Y | See all teams X+Y in Documents/Deals/Archive/Contract management | See only my own Documents/Deals and my own Archive/Contract management |
Manage and edit your teams
It is not possible to have one user on multiple teams at the same time. A user can only be on one team at a time
It is not possible to manage and edit multiple users for teams at once, you can only bulk-select users to Change user roles, Activate, Deactivate, or Delete them.
To edit what team the user should be on you have to edit this individually for each user as described above
Branding settings
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Within Branding settings, you can:
Upload a logo
Upload your company's logo to be shown in the email sent to your recipient(s)
Set a subdomain
Set a subdomain, this could for example be your company name, this will be added to the URL on the documents that are sent out to the recipient(s).
Redirect URL
Add a webpage you want your signers to be redirected to after they have signed a document
Select theme
Select the theme you want for your email/document that are sent out from the entity
Manage team
Create new themes and edit existing themes
Please note!
Always make sure to click on Save when making any changes here!
How to upload a logo
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How to select a theme
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How to create a theme
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The options available when creating a theme
When creating a new theme you can set:
Name
Give your theme a name
Background color
Changes the background color of the email header banner
Accent color
Changes the color of the View document button shown to the recipient in the email and also the color of the sign/approve button.
Background type
Set the background type to fixed or scroll
Sign button text
This changes the signing button text that the signers will click on to sign the document.
Please note: This is only available in plan Enterprise
Default editor font
This changes the text font of the text that follows under the heading in the editor block.
Default font for editor headings
Changes the text font of the heading when writing an editor block
When choosing the editor fonts you will always see a preview of how the chosen Font will look to the right of the two columns.
The first sentence demonstrates the font selected for Default editor font
The second sentence demonstrates the font selected for Default font for editor headings
Background image
Changes the background behind the document when a recipient opens the document.
We recommend using a high-resolution background and also that the background image is in landscape mode instead of portrait mode
How to manage themes
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How to redirect signers to a specific website after sign
You can also use dynamic merge variables in the redirect URL, such as |
How to create and manage Email templates
Please note! Email templates are only for our Enterprise plan
Within Email templates under Branding, you can:
Select Template for document sending
Can always be changed manually by each user when sending a document
Select Template for notifications
Will be the default templates used when notifications are sent out
Manage email templates
Creating new email templates
Managing existing email templates
How to create an email template:
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How to edit an email template
Please note!
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Security
Security settings
Login and password security levels for this entityMake sure to click Save whenever you make any changes here
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Data protection
Set up your data protection rules to be compliant Make sure to click Save whenever you make any changes here
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Automatic document removal
Make sure to click Save whenever making any changes here
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How to navigate to your Tag settings
Please note: Only an admin can edit tags and create new tags and has access to the tag library |
How to create a tag
You can add tags to templates, so they automatically show up when the template is selected for a send-out, or they can be added manually to any send-out you're delivering. They can also be added to your signed document in contract management. |
How to manage a tag
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How to delete a Tag
How to navigate to your Subscription plan settings
Summary of your entity (User, Payment, Documents, SMS)
When you enter your subscription settings you will see a summary of your usage on your current plan, here you can see:
Your current plan
Under Usage Summary, you will see your current plan
Users on plan
The number of users and licenses you have
For example 1/3 = 1 user and 3 licenses
If you have 3/3 users and want to add one more, you need to add another license to your account
Price per user
The price per license for your entity, to add users to your entity you must have enough licenses on your entity to do so.
Payment interval
The chosen payment interval for your paying account
Renewal date
The next renewal date for your plan
Signed documents
The number of signed documents on the entity
Sent documents
The number of sent documents to the entity
Documents in use
The number of active documents on the entity.
An active document is a document that has been sent but has not yet been signed or expired
Sent SMS reminders
The number of sent SMS reminders on the entity
How to upgrade and manage your plan
Here you can manage and upgrade your current plan
Current plan
Depending on your plan, you will see a blue text saying "Current plan" above the plan you have
Update plan - Add a new licence
Upgrade plan
Upgrade plan
How to navigate to your Billing settings
Billing information
Here you can enter your billing information:
Company information
Company name
VAT number
Billing email address
Billing reference
Billing address
Street address
City
Postal code
Country
How to check your billing history and view past invoices & receipts
Here you can:
Add or update your Credit Card payment method on your GetAccept account
Check your billing history
How to cancel your Subscription
We would hate to see you go, but if you decide GetAccept hasn't lived up to the hype, you can cancel your monthly subscription by contacting our finance department. Depending on where you are located they have different contact info.
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