How to Create a Template in the Content Library

Click on Content on the left-hand menu.
Click on Create Content in the top right-hand corner.
Select Template and name it (the name can be changed later).
Then choose if you like to upload a document from your computer, create one in our Editor, upload one from Google Drive, or use an existing template.

Adding content to a template

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.

Once you've uploaded your document, you can start adding fields, supplemental files, or URLs to your template.

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 have added a new Editor block there are different elements you can create, such as Text, Images, or our Pricing tables and Forms.

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.

Once your document is fully uploaded, you can rename it, tag it, or add a deal value to it (if it's a sales document). You can then add your recipient(s).

Google Drive

Add a document from your Google Drive Account.

Creating a template

Upload Signed Documents to Google Drive

Creating a document

Creating a document (E-sign plan)

Template engagement and interaction for the E-sign plan