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Creating a document (E-sign plan)
Creating a document (E-sign plan)

A guide on how to create a document and what you can add to the document and how to send it to your recipients

Updated over 6 months ago

How to create a document

  1. Click on Create document in the upper left corner

  2. You have now created a draft where you can start adding your content:

    • Upload file

    • Editor

    • Use template

    • Google Drive

Upload a file

Here you can upload a file from your computer.

  • Either click and drag your document into the Upload a file box

  • Or click on Upload a file to access your device's files.

  • GetAccept supports uploading almost any kind of file, including the most common file formats.

Editor

Here you can create a new Editor block or use an existing one from the Editor library.

When you create a new Editor block you can choose from:

Use templates

You can use a GetAccept template that you have created under the Content Library tab in the left main menu.

  • To use a template, click on the Use Template option and choose the one you would like to send to your recipients.

Google Drive

Add a document from your Google Drive Account.


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