GetAccept

Understand the document lifecycle from draft to sealed, including how to update sent documents, when new versions are needed, and how lost, deleted, and recalled statuses differ.

Understanding Document Lifecycle

Learn how document settings control visibility, privacy, signing rules, ownership, and expiration to ensure secure and accurate document workflows.

Understanding Document Settings

How to activate Electronic Identification (eID) signing for a send-out

How to activate Electronic Identification (eID) signing for a document

Use these merge tags with variables to personalize your send outs

Merge Variable List

Learn how to duplicate templates, convert documents into templates, and save reusable content for consistent and efficient document creation.

How to Duplicate or Reuse a Template

What different document types you can choose from if you are on Sales or Business app mode

What is the difference between your document types?

A guide on how to change ownership of a document in draft and when it is signed

How to change the owner of a document

How to bulk select documents to edit/manage

Documents - Bulk actions

What to do when you get prompted to replace a role with a recipient when trying to send a document.

How to replace roles with a recipient

List of different statuses shown on document/recipient level

Understanding Document Statuses in GetAccept

How to give GetAccept access to use your webcam

Allow access to your webcam

Explains the most common issues related to documents

Issues related to the document

How to create and save your handwritten signature for future use

How to create and save your handwritten signature

GetAccept support uploading of almost any kind of files, including the most common: .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx, .jpeg, .png

What document formats are you supporting?

Opening documents on your device for recipients to sign in-person

How to sign documents in person

Understand document status and management options when a user account is deleted from GetAccept.

What happens to active documents when you delete a user?

A list of countries to which you can send SMS/Text messages today.

SMS Countries

Track document engagement metrics and analytics to see when clients view, interact with, and review your sent documents.

Managing Sent Documents: Engagement & Analytics

Manage how your documents behave — control visibility, privacy, signing rules, ownership, and expiration settings.

Manage Sent Contracts

Find answers and get help from Intercom Support and Community Experts

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