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E-sign plan
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Template engagement and interaction for the E-sign plan
Template engagement and interaction for the E-sign plan

Engagement setup for templates (esign) intro video, chat, reminders, identify new users

Updated over a week ago

How to add an intro video to your template

  1. Click on the Engage tab

  2. Click on Video Introduction and hit Record

  3. Click on the red button and start recording!

  4. When finished click on the red button again. If you aren't happy with the video you can always retake it.

  5. To use the recording, click Use.

  6. 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.

Upload from your device

To upload a video from your device to the video library simply click on the three lines symbol under Engagement 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.

Use YouTube or Vimeo link

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

Upload a video with the smartphone app

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.

Automated Live Chat

How to automatically start a conversation with your recipients

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

  • Click on it and you will see a Conversation starter button.

  • Once clicked, a window will pop up with a message looking like this:

Good to know

  • 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.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.

Add chat reminders

  1. To enable Chat reminders just toggle it ON like shown in the image below

  2. With this function, you can send an automated chat message if the recipient hasn’t opened your document 24 hours after sending.

Identify new users

  • 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!

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