How to add an intro video to your document

Click on the Engage tab
Click on Video Introduction and hit Record
Click on the red button and start recording!
When finished click on the red button again. If you aren't happy with the video you can always retake it.
To use the recording, click Use.
Done!

Upload a video from the video library

You can also upload a pre-recorded video from the video library. Instead of recording a video click on the option Video Library under the record button.
You can use an old recording or upload a video stored on your device.

To upload a video from your device to the video library simply click on Add new video then select Upload video.

You can either drag and drop the file or click in the big rectangle to browse all your stored files.

We recommend using file types MOV, AVI, MP4. The size shouldn't exceed 128 MB.

Click on save when done.

If you want to use a YouTube or Vimeo link simply put in the URL of the link under Add new video. Hit save when done.

If you download our GetAccept mobile app you can record a video on the fly, add it to the video library and then use it in the future for a send-out.

Click on the smartphone symbol under Engagement video to get started.

How to automatically start a conversation with your recipients

When preparing the document you will see an Engage tab in the top right.

Leave the default message, which can be changed in the settings, or edit the message ad hoc. Use different variables, such as {{recipient.first_name}}, to have it autofill with certain information.
This auto comment will now appear in the chat while the recipient is viewing your document, prompting them to respond with any questions or concerns that you can address.

Variables include:

{{recipient.first_name}}
{{recipient.last_name}}
{{sender.first_name}}
{{sender.last_name}}
{{sender.fullname}}
{{document.name}}
{{document.value}}

After you have added your auto-comment, you can choose how to deliver your document. You can use our email send out, send via SMS, or sign in-person.

To enable Chat reminders just toggle it ON like shown in the image below
With this function, you can send an automated chat message if the recipient hasn’t opened your document 24 hours after sending.

Identifying new users is a great way to keep track of new participants on your document. Get in touch with us to upgrade your plan to use this feature!