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From PDF to a GetAccept Editor Template
From PDF to a GetAccept Editor Template

Complete best practise on how to create GetAccept Editor Templates based on your previous PDF, Word, Powerpoint templates

Updated over a week ago

Let's start with what you have.

A Word template? Or a slide deck? It doesn't really matter what type of document. The important thing is to have the text content available.

Here is an example of a document that could be created in a GetAccept Editor Template:

Before building your GetAccept templates, take a minute to Get to know our Editor


How to start

  • Go to app.getaccept.com and log in

  • Click Content on the left side

  • Click Create Content

  • Click Template

  • Name the template

  • Click Editor

  • Click New Editor Block

  • Now, you should see the "Text" element.

  • Hover the mouse pointer over the area, and a blue line will appear.

  • Click Insert Element

  • Look in the element catalog to find relevant elements, or select from the user tips mentioned in this article

As soon as you feel you're done with the page you created, create a new Editor block:


Now, let's see how this can be built into GetAccept.

Page 1: Introduction

Google Docs Template

GetAccept Editor Template

Image Top banner and the Logo

Create a template role to add merge fields such as Customer.companyName to get recipient data to sending document

Page 2: Product information

Google Docs Template

GetAccept Editor Template


Page 3: Pricing

Google Docs Template

GetAccept Editor Template


Page 4: Customer reference

Google Docs Template

GetAccept Editor Template


Video

Add something new to your GetAccept Editor Templates:

Introducing the Video block!

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