Step 1: Choose What to Create
Click Create in the top-left corner of your GetAccept dashboard.
Choose from the following options:
Digital Sales Room (Non-signable) – Share documents, presentations, or videos without requiring signatures.
Sales – Send proposals or contracts requiring signatures.
HR – Use for internal HR documents like agreements or policies.
Other – For non-sales and non-HR-related documents.
Step 2: Choose How to Create Your Document
You can create your document using the following methods:
Upload a file – Drag and drop or select from your computer.
GetAccept Editor – Create a document with text, images, and custom fields.
Use a template – Select a pre-made GetAccept template.
Video & Link – Add videos or links within the GetAccept Editor.
Google Docs – Import a Google Docs template and edit within GetAccept.
Step 3: Add Recipients
Click Add New Recipient.
Enter recipient details and assign a role:
Signer – Required to sign the document.
Approver – Needs to approve before the signer.
Viewer – Can review but not sign or approve.
Click Save.
Learn more:
Step 4: Add Attachments
Click on the Add tab in the top-right corner.
Choose an attachment type:
Attachment – Standard document attachments.
Recipient Attachment (Enterprise Plus only) – Allows recipients to upload their own files.
Select or upload a file, or add an external link.
(Optional) Require Viewing – Ensure recipients must view the attachment before signing.
Learn more:
How to use Attachments
Step 5: Add Engagement Features
Click the Engage tab.
Use engagement tools to enhance the recipient’s experience:
Video Introduction – Record or upload a personalized video.
Automated Live Chat – Add an auto-comment to start conversations.
Identify New Viewers – Track who is opening the document.
Instant Phone Call – Allow recipients to call you directly.
Learn more:
How to use Engagement Tools
Step 6: Send the Document
GetAccept offers multiple sending methods:
Send via Email
Click Sending in the top-right corner.
Customize the email message and subject (optional).
Click Prepare for Sending (or Sign and Send if required).
Send via Link
Click Prepare for Sending.
Click Share Document Link.
Copy and share the personal link with recipients.
Note: Personal links should only be shared with the assigned recipient. Reminders must be sent manually when using this method.
Send via SMS
Ensure the recipient’s mobile number is added.
Toggle on Also Send Document Link by SMS.
Click Prepare for Sending to send the SMS.
Learn more:
Managing Sent Documents & Analytics