What Are Communication Templates?
Communication templates allow admins to create customized messaging for different departments and languages, ensuring a personalized customer experience.
Admins can:
Customize email, SMS, and chat messaging.
Choose the language for the signed document certificate.
Modify email footers and call-to-action (CTA) buttons.
Which Emails, SMS, and Chat Messages Can Be Customized?
1. Email & SMS with Link
Sent to the recipient when a document is shared via GetAccept.
Includes a link to access the document.
2. Reminders
Reminder Email & SMS – Sent when the document has not been opened.
3. Signed Document Notification
Signed Document Email – Informs all recipients that the document has been signed and includes the final PDF certificate with an audit log.
4. Chat Messages
Automatic Chat Message – A conversation starter appears when the recipient opens the document.
Automatic Chat Reminder Email – A reminder email/chat message encouraging the recipient to engage if the document remains unopened after 24 hours.
How to Create a New Template
Only an admin can create and manage templates.
Default Communication Template
Replaces the old "Email, Chat, and SMS" settings.
A default message is provided for all new entities.
Admins can override messages at the entity level.
If no override is set, GetAccept will use its default messages.
Creating a Custom Template (Enterprise & Professional Plans Only)
Navigate to Settings → Communication Templates.
View all existing templates, including their status (Published/Draft), creation date, and last modified date.
Use the search bar to find a specific template by name.
Click Create Communication Template (top right).
Name the template (editable later).
Edit your communication message content in Email & SMS with link, Reminders, Signed and Chat
Select the language – this defines the language of the signed PDF certificate.
Save the template as either a Draft or Published.
Note: Draft templates are not selectable in the send-out flow.
Published templates can be used when sending a document.
Customizing Messages
Pre-filled default messages from GetAccept will appear.
Enter your own content in the text fields to override defaults.
Use merge tags like
{{sender.first_name}}for personalized emails.
How to Use a Communication Template
When preparing to send a document, go to the Sending tab.
Select a communication template from the dropdown menu.
Preview the template before sending.
Send the document with a customized message.
Note: Any user role can apply a template, but only admins can create or modify them.