GetAccept

Set up and manage your GetAccept entities to organize your team, branding, and company data in one central location.

How to set up and manage an entity

Configure your account's security and privacy settings to protect sensitive data and ensure regulatory compliance.

How to set up security settings

Manage your licenses, track document usage, and update your billing details to keep your GetAccept account running smoothly.

How to set up your subscription and billing settings

How to find and connect integrations within the platform

Integrations settings

Set up automatic BCC for customer emails sent from GetAccept to track communications and maintain compliance.

BCC for Customer-Facing Emails

How to import your contact list into GetAccept and How to bulk download your contacts

Bulk Upload & Download Contact List

Purchase additional user seats for your GetAccept subscription.

Add more licenses to your account

What happens to my account and documents once I’ve canceled my subscription?

Downgrading the account

Understand GetAccept plan tiers and upgrade your subscription to access advanced features.

How to Upgrade Your Account

Learn how to change the email address where GetAccept sends billing invoices and payment notifications.

Update the billing email for your entity

How you can add a credit card to your GetAccept account to get billed with ease. Set up billing information and check your billing history.

How to set up Billing, payment, and check your billing history

What mobile and desktop browsers GetAccept support

Supported browsers

How to make changes to your templates' docs without redoing fields

How to update a template and keep the existing fields

Go beyond the basics to master accessibility, background aesthetics, and the participant entry experience for your workspace.

Advanced branding and customization

Customize your Deal Room opening with branding and buyer logos to create a personalized first impression that builds trust.

Personalize your Deal Room introduction

Record and embed videos directly in your contracts and deal rooms to add personality to your sales process.

Record and Use Video in GetAccept

Guiding you through setting up your GetAccept account.

Account Settings

Configure default document behavior, signing options, reminders, and notifications for all documents created in your entity.

Entity Default Document Settings

Sign up for GetAccept, verify your email, and get started with your first document or Deal Room.

How to create a GetAccept Account

An installation guide for two-factor authentication and how it works.

How to enable two-factor authentication

A guide on how to create email templates for multiple sending options.

How to create Email Templates and how to change the text on the button in the email

Learn which languages we support, both from a user and recipient end

What languages are supported?

Configure company-level settings and default behavior across GetAccept.

Entity Setup & Defaults

Learn how email verification protects your account and how to manage two-factor authentication settings.

Manage email verification and two-factor authentication

Configure security settings, access controls, and compliance features.

Security & Compliance

Learn how to invite new team members, manage user roles, and free up licenses by deactivating users within your entity.

Add Users to Your Account

How to set up Group your users into teams to organize your entity, manage content permissions, and simplify reporting.

How to create teams

Manage access to the Dashboard, Dealboard, and account settings by assigning Admin, Manager, or User roles to your team members.

Manage User Roles and Permissions

How to make it so users can't send from the web application

How to make it so users can't send documents from the web application

Invite team members, assign roles, and manage user licenses

Manage Users

Keep your profile details, photo, and meeting links updated to ensure your digital business card remains professional and accurate.

Manage your personal profile

Manage your language settings for users, entities, and recipients.

Set your language in GetAccept

Manage your personal details, preferences, and password.

User Profile

Configure your entity's default document, signing, and notification settings to automate your workflow and maintain a consistent experience.

How to set up document settings

Set automated reminder timing on a template so documents created from it inherit the right follow-up cadence automatically.

Configure template-level reminders

Create and manage communication templates to standardize your messaging and deliver a personalized experience across every send-out.

How to create and use communication templates

Create and customize branded email templates to ensure every client communication matches your company's professional look and feel.

How to create and manage email templates

Set up tUse tags to categorize and filter your documents, making it easy to organize your contract library and track specific deal types.ags

How to set up and manage document tags

Understand your role as a GetAccept admin in managing contracts, workflows, and compliance across your organization.

Intro to GetAccept Contracts for Admins

Configure your legal workflows by managing signing behavior, communication templates, and document tags to ensure a smooth contract execution.

Contract Settings

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.