Communication templates help you maintain a consistent brand voice by pre-defining the messages your customers receive via email, SMS, and chat.
Choose which messages to customize
You can tailor every touchpoint a recipient has with your document to ensure the tone matches your brand.
Email & SMS with Link: This is the initial message a recipient gets when you first share a document.
Reminders: These automated Email and SMS notifications go out if a recipient hasn't opened the document yet.
Signed Document Notifications: This email confirms to everyone that the deal is done and includes the final PDF and audit log.
Chat Messages: You can set an automatic chat message to greet the recipient when they open the document or a follow-up reminder if they haven't responded within 24 hours.
Create a new template
Admins can create templates for different departments, regions, or languages to keep the team efficient.
Note: GetAccept provides pre-filled default messages, but you can overwrite these with your own copy at any time.
Go to Settings and select Communication Templates.
Click Create Communication Template in the right corner.
Name your template so your team can easily identify it in the sending list.
Edit the content for your emails, SMS, and chat messages.
Select the Language for the template to determine the language used on the final signed PDF certificate.
Click Save and choose to save as a Draft or Published
Note: Only "Published" templates appear for your team in the sending flow. Use "Draft" if you're still tweaking the messaging.
Personalize with merge tags
To make automated messages feel human, use merge tags to pull in specific data automatically. Merge tags pull in real details when the message is sent, so one template works for every document. You do not need to remember the tag names.
In any email or SMS field, type {{ and the available tags appear. Search the list, or browse by where the information comes from:
Recipient — details about the person receiving the document
Sender — details about the person sending it
Document — the document's own details
Entity — your company's details
Date — dates you can insert
Custom data — your own fields
Choose a tag and it is inserted correctly formatted. The picker is available on every template type and on both email and SMS fields. The two do not offer identical tags, so the list always shows what works in the field you are editing.
Use tags like {{sender.first_name}} or {{recipient.first_name}} to greet your customers by name.
Restate the header’s context in the first sentence to ensure the data pulls correctly.
Note: You can still type merge tags by hand. If you do, check they are wrapped in double curly brackets, or the raw tag will show in the message your recipient receives. Choosing a tag from the list avoids this.
The tag picker works on Email & SMS with Link, Reminders, Signed Document Notifications and Chat Messages.
Assign communication templates to contract templates
Once a communication template is published, you can assign it to a contract template.
That means that when a document is created from that template, it will automatically have your preferred communication template assigned by default.
This is useful if you need to use a different communication style for different document types, for example if you take a different approach for Enterprise vs smaller customers, or if you have different templates for different languages.
Open the contract template and go to the settings page
Select your preferred communication template and press save to confirm the changes.
Apply a template to your document
Once a template is published, any user can apply it during the document preparation phase.
Go to the Sending tab within your document draft.
Select your desired template from the Communication Template dropdown menu.
Preview the message to see how it looks before it hits the recipient's inbox.
Click Send to deliver your document with the customized messaging.