Skip to main content

How to Send a GetAccept Document

Learn how to create and send documents like proposals, digital sales rooms, and contracts to your customers from GetAccept.

Step 1: Choose What to Create

  1. Click Create in the top-left corner of your GetAccept dashboard.

  2. Choose from the following options:

    • 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:

  • Use a template: Select a pre-made GetAccept template.

  • Start from scratch: Create a document with text, images, and custom fields.

  • Upload a file: Drag and drop or select from your computer.

When creating a contract, an admin can restrict regular users to templates only using Restrict creation to templates in Document Settings. With it on, those users go straight to template selection and won't see the blank editor or file-upload options. Deal Room creation isn't affected, and admins and managers can still use every method.

Step 3: Add Recipients

  1. Click Add New Recipient.

  2. 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.

  3. Click Save.

Learn more:

Signing Methods & Signing Order

Step 4: Add Attachments

  1. Click on the Add tab in the top-right corner.

  2. Choose an attachment type:

    • Attachment, Standard document attachments.

    • Recipient Attachment (Enterprise Plus only), Allows recipients to upload their own files.

  3. Select or upload a file, or add an external link.

  4. (Optional) Require Viewing, Ensure recipients must view the attachment before signing.

Learn more:

How to use Attachments

Step 5: Add Engagement Features

  1. Click the Engage tab.

  2. 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

  1. Click Sending in the top-right corner.

  2. Customize the email message and subject (optional).

  3. Click Prepare for Sending (or Sign and Send if required).

Send via Link

  1. Click Prepare for Sending.

  2. Click Share Document Link.

  3. 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

  1. Ensure the recipient’s mobile number is added.

  2. Toggle on Also Send Document Link by SMS.

  3. Click Prepare for Sending to send the SMS.
    ​

Learn more:
​Managing Send-outs & Analytics

Related Articles
Did this answer your question?