Introduction
As a GetAccept Admin, you play a key role in managing contracts, overseeing document workflows, and ensuring compliance with company policies.
The Contract Room is designed to help you efficiently store, organize, and manage signed documents while maintaining visibility into contract processes.
This guide provides an overview of key areas to set up and navigate as an admin, with references to detailed articles for further guidance. It also covers the redesigned document creation flow, which guides users step by step from choosing a starting point through to landing in the editor almost ready to send.
Navigating the Left-Side Menu
To get started, familiarize yourself with the main sections in the left-side menu:
Dashboard – View an overview of key activities, pending contracts, and reports.
Dealboard – Track active deals and document progress.
Documents – Access sent, draft and signed documents.
Contracts – Store and manage signed contracts and agreements.
Products – Manage product catalogs and pricing tables.
Content – Access and manage reusable document templates and media files.
Reports – Analyze contract performance and key business insights.
Contacts – Store and manage recipient contact details.
Configuring Settings
Admins should set up system-wide configurations to ensure smooth contract management. The most critical settings include:
My Profile
Update personal details, email preferences, and notification settings.
Learn more:
Document Settings, Reminders & Notifications
Configure default document settings, signature workflows, and permissions.
Enable automated contract reminders and user notifications.
Manage Users & Permissions
Add and assign roles to users within your organization.
Learn more:
Managing Users in GetAccept
Branding & Communication Templates
Customize email templates and system branding for a professional touch.
Getting Started with Sending a Document
As an admin, you may need to assist users in sending documents. The key steps include:
Uploading or creating a document.
Adding recipients and defining signing roles.
Setting up reminders and expiration dates.
Sending the document via email, SMS, or link.
The document creation experience is built around a guided, step-by-step flow. Users start by choosing how they want to create the document, then set up the document details and add recipients before entering the editor. Doing more setup work upfront means less rework later, so users land in the editor almost ready to send.
There are three starting paths to choose from:
From a template - start from one of your saved templates.
Start from scratch - build a new document from a blank canvas.
From a PDF - upload an existing PDF to use as the base.
After choosing a starting path, users follow these steps:
Select a template or upload a file.
Set up document details, such as document name, company name, and signing settings.
Add recipients.
Note: No core functionality has been removed from the create flow. The same options are available, just reorganized into a clearer experience.
Learn more:
How to send a GetAccept document for signing
Managing Send-outs
Once a document has been sent, admins can track and manage it:
View document status and recipient activity.
Update document details, expiration dates, or recipients.
Send reminders or chat with recipients directly within the document.
Mark documents as lost or reissue them when needed.
Learn more:
How to Manage Send-outs
Getting Started with Building a GetAccept Template
Templates help streamline document creation. As an admin, you can:
Create a new template from scratch or from an existing document.
Add dynamic fields, placeholders, and automated workflows.
Configure template permissions and usage settings.
Attach additional files, videos, or links to enhance engagement.