GetAccept

Therese

Jakub Homoly

What you can do when a document has been sent

Sent documents

Access the document menu when your document has been sent

How to preview the sent out document from the document action menu

Previewing Your Document After Sending

How to find and see the message that was sent out in the email

View a Sent Email Message

How to download a sent-out document from the document action menu

Download document

How to create a new version of a document

Create a New Version

How to update the expiration date on a sent out document from the document action menu

Updating the Expiration Date on sent-out documents

How to update your document value from the document action menu

Updating Deal Value

How to update a GoogleDoc that you have already sent to a recipient

Updating a Sent GoogleDoc

Upload a PDF of the manually signed document through the document action menu

Upload signed document

Mark a sent-out deal as lost through the document action menu

Mark as Lost

How to delete a sent-out document through the document action menu

Delete a Sent Document

What you can do with the document after it has been sent

Document actions - Sent documents

Which actions can be taken with Recipient Action Menu

Recipient Action Menu

How to add a new signer or viewer on a document that has been sent

Add New Recipients on Sent Documents

How to recall a signer and how to transfer signature rights on a sent document

Recall signer and Transfer signature rights on a sent document

What you can do with recipients of a document after it has been sent

Recipient actions for a sent document

Change the interval for automatic reminders from the documentview

Automatic reminders

How to send an email reminder from the document action menu and Dealboard

Send an Email Reminder

How to send an SMS reminder from the document action menu

Send SMS reminder

How to send video reminders from the document action menu

Send a Video Reminder via Desktop

How to manage reminders for a sent document

Send and manage reminders on a sent document

New Document Page Tracking

Document view

How to view the real time analytics of a document

Analytics

Timeline

Live Chat

Guides explaining the analytics of a document, timeline and the live chat

Document Analytics and Tracking

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