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Contracts
Articles about creating documents, document settings, how to use Templates, setting up your account, and storing signed document.
91 articles
Comment feature for Contract roomHighlight, comment, and resolve customer concerns within your contract.
How to Use the Date Input ElementHow to add the date input element to ensure the correct date is added.
Intro to Contract room
Dashboard, Dealboard, Documents, Products, Content library, Archive, Contracts, Reports and Contacts
Dashboard - IntroductionHow to navigate the dashboard
Dealboard - IntroductionHow to navigate through your dealboard
Documents - IntroductionHow to navigate through all your documents
Product LibraryHow to create products and use them in your pricing tables.
Content LibraryGetting started with the Content Library and how to access our template library
Archive - IntroductionHow to navigate and access signed docs in the archive section
Contracts - IntroductionHow to organize your signed documents and agreements
Reports - IntroductionHow to navigate and pull reports about your documents' KPIs
ContactsHow to create, view, and update contact information
Content
Articles about our template library and how to create your templates
How to Create GetAccept Templates with Google DocsCreate a new template. Create and edit a Google Docs template.
Upload file, use the editor, use a template, link, video and Google Drive
How to add tags to your templateHow to add tags to templates so they automatically attach to send-outs.
This is a feature available from plan Enterprise Plus.
How to add and editing fields on a templateHow to add and edit different fields to your created template for PDF and our Editor and adding link fields
How to add Attachments to TemplatesHow to add supplemental docs, files, and webpages to a template
Template engagement and interactionHow to add an engagement video to your template, set up Automated Live Chat, set up identify new viewers and set up instant call
Contract management and Archive
What you can do within your Contract management (Enterprise plus plan) and in your Archive (Up to plan Professional)
How to upload a document to Contract ManagementA guide on how to upload a document to Contract Management
How to download your signed documents in your Contract managementHow to download your signed documents in your Contract management
How to search for documents in Contract ManagementHow to add filters and find documents in Contract Management
How to edit a document in Contract ManagementHow to edit a documents start/end date, value and owner
How to create and edit folders in Contract ManagementHow to create and edit folders in Contract Management
How to add tags on a document in Contract ManagementHow to add tags on a document in Contract Management
How to add a reminder on a document in Contract ManagementAdd a reminder for a contract
How to move a document to a folder in Contract ManagementMove a document to a folder in Contract Management
How to delete a document from Contract ManagementDelete a document in your Contract Management
How to download your signed documents in your archiveDownload your signed documents from the Archive
How to upload a document to your ArchiveUpload a document to your Archive
How to move a document to a folder in the ArchiveMove a document to a folder in Archive
How to delete a document in your ArchiveDelete a document from your Archive
How to create and edit folders in ArchiveHow to create and edit folders in Archive
Document creation
How to create a document to be delivered and what you can do when in Draft mode
Creating a documenthow to create, upload a file, Word Merge Doc, use the editor, use a template/google docs, add a video or link, import from google drive
Managing Signing Order & Recipient Roles in GetAcceptHow to add recipients to a document, adding a recipient to a template role, what roles a recipient can have and add authorization
Creating a document: How to add tagsHow to add tags to your send-out from your tag library.
Creating a document: How to add and edit fieldsHow to add fields to a document
Creating a document: Adding attachmentsHow to add attachments, how attachments works and frequently asked questions
Creating a document: Document Engagement and InteractionHow to add an intro video to your document, chat, Identify new users and Instant phone call
Creating a document: Document Delivery: Email, Link, and SMSHow to deliver your document via Email, Link and SMS
Creating a document: How to preview a document before sending itHow to preview your document before sending it
Creating a document: Document settingsAccess settings, change owner, signature transfer, sign with initials, set to private, set start-end date, handwritten signature, delete
Creating a document: How to set up the expiration dateHow to update the expiration date in a document draft
How to Create GetAccept Templates with PDF Documents
Sent documents
What you can do when a document has been sent
Document settingsAccess document settings, share document link, create new version, upload signed document, download, mark as lost, delete, email information
How to preview a sent documentHow to preview the sent out document from the document action menu
How to update the expiration date on a sent documentHow to update the expiration date on a sent out document from the document action menu
How to change the deal value on a sent documentHow to update your document value from the document action menu
How to update a sent GoogleDoc documentHow to update a GoogleDoc that you have already sent to a recipient
Adding recipientsHow to add a new recipient on a document that has been sent, now with the option to add an authorization method.
Change role: Signer to Viewer for a recipientStep by step guide on how to recall a signer to role viewer on a sent document
How to transfer signature rights from one signer to another recipient on a sent documentStep by step guide on how to transfer signature rights to someone else.
Document remindersSend email reminder, SMS reminder, Video reminder and edit reminder settings
Create New Version of a Sent Document
Convert Non-Signable Documents to Signable
Signing page - Supported languagesOur signing page translations are based on the recipient browser language. In the list below you see the languages we support:
Settings for Contract room
Explaining each section and settings you can do
My profileAccess your profile settings
Document Settings: How to Set Up Entity Default Document SettingsHow to Set Up Entity Default Document Settings
How to Set Up an EntityCreate an entity and set up entity information
Communication Templates: How to Create and Use ThemHow to create and set up communication templates
How to Edit, Change user role, Deactivate, and Delete a userHow to Edit, Change user role, Deactivate, and Delete a user
How to create teamsHow to set up teams
How to Add Users to Your EntityHow to add a user
How to Set Up BrandingSet up branding for your entity
How to create and manage Email templatesCreate and manage Email templates
How to set up Tags for your entitySet up tags
How to set up Security settingsSet up Security settings
How to set up your Subscription and Billing settingsSet up your Subscription and Billing settings
Integrations settingsHow to find and connect integrations within the platform
Webhook settingsHow to find your Webhooks within the platform
GetAccept Guide for Recipients
How to navigate the document viewer as a recipient
Opening a document sent to youHow to view the document sent to you via GetAccept as an email, Hyperlink and SMS
Document interactionDownload document, print document, use the chat, forward a document, call the sender, commenting feature
Signing a document sent to youHow to sign the document that was sent to you
Get to know our Editor
Articles on how to use the in-app editor
Page Break Logic in the GetAccept Editor
Create/customise an Editor block What is an Editor block, Editor Font options and how to update an Editor block after sending a document2 articles
Editor elementsWhat you can add to your Editor block15 articles
Merge fields with the EditorHow to fetch data from within GetAccept or from an integration2 articles
Best practices1 article