Security settings

Login and password security levels

Make sure to click Save whenever making changes here.

Enable high password strength

Activation of this setting will force all users to change passwords seven days after activation and then every 90 days.
Please note! Every time you turn on this setting, it will prompt a new password reset for all users within 7 days that can't be recalled.

Enable social recipient photos

Automatically fetch social profile photos from LinkedIn for contacts in your contact list.
For this to work, the contact email needs to be connected to their LinkedIn account.

Enable restricted access to supplemental documents

If unchecked, users are unable to create private supplemental documents in the attachment library.

Restrict access to other users data

Enable restricted data sharing between users so they will not see each other's data.
If you have teams, the managers will be able to see the specific send-outs that have been done by the users in their team.
Only an admin will be able to see all user's data, regardless if they are part of a team or not.

Enable manual document link sharing

Disable this to prevent users from getting access to document links for manual sharing when doing a send-out.

Enable two factor authentication

When this is activated, users need to enter a unique code each time they want to log in. See the installation guide. It can be set to be active for all Users or Admins only

Data protection

Set up your data protection rules to be compliant. Make sure to Save whenever you make any changes here.

Collect consent before accessing document

When enabled, this will show a popup window with a consent text that the recipient has to confirm before accessing the document. If the recipient chooses to not consent they won't be able to access the document. An admin of the account can edit the consent text that is shown to the recipient.

GetAccept Privacy Policy

Collect consent before enable tracking in document

When the recipient consents, tracking is enabled. The sender will be able to see the statistics of the specific recipient.

If the recipient chooses to not consent they will still be able to access the document. However, the tracking of the document will be disabled for this recipient and the sender will not be able to see the statistics of the specific recipient.

Hide personal information in certificate

Hide personal information in the signature certificate, such as social security number (SSN) for eID signatures

Send attachment of signed document by email

When the document gets signed, all recipients will receive a PDF copy of the signed document with the certificate.

Please note! If this is turned off, they won't get the PDF copy in the email.

Automatic document removal

Make sure to click Save whenever making any changes here

Remove inactive documents after

Set time (months)

This will remove inactive documents and associated contacts after your chosen amount of months.
Inactive documents are all sent out documents and drafts without any activity registered during the chosen number of months. This does not include signed documents.
Inactive contacts are those who have no documents sent to them.

Remove signed documents after

Set time (months)

This will remove signed documents and associated contacts after your chosen amount of months.
If a contact is connected to other documents sent during the time period, they won't be deleted.

Send a notification email to the person below before removing documents

Enter a email that this notification should be sent to so that documents can be downloaded in time before it gets deleted
Important! Documents that have been deleted can not be recovered after being removed from your account!

Document Settings: How to Set Up Entity Default Document Settings

Template Engagement

How to Set Up Branding in the GetAccept Entity

How to set up Tags for your entity

How to set up your Subscription and Billing settings