GetAccept

Manage the full lifecycle of your documents and signed contracts

Contracts

Describes sending logic, communication templates, recipient links, and engagement scoring.

How Sending Works in GetAccept

Add, connect, and customize fields in your uploaded PDFs to collect signatures and data from recipients.

Add and edit fields in your PDF document

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

How to Send a GetAccept Document

Learn how to organize and reuse files across multiple documents using the Attachment Library.

How to Find and Use the Attachment Library in GetAccept

Create and configure Contracts

How to prevent recipients from inviting others on a single document or on a template

Prevent recipients from inviting others

Use GetAccept templates and the Editor to create great proposals and contracts, plus learn when to upload files, use Word Merge, or Google Docs.

Prepare & Send Contracts

Understanding sender attachments, recipient attachments, and private vs shared behavior

Attachment Types & Logic

Learn how to add supporting files and links to your GetAccept document.

Add attachments to a document

Guidelines and best practices for managing supplementary files within your contracts

Contract Attachments

Identify when you're editing a contract template vs. a contract instance

Set up template governance: control which templates users can access, lock content, organize with tags, and retire old versions.

Manage and control template access for your team

Create and manage reusable templates to standardize your sales documents and save time.

Contract Templates

Reorder recipients or add new signers to a sent document without restarting the entire signing process.

Edit the signing order after sending a document

Configure signing requirements, recipients, reminders, notifications, and default options for contracts.

Contract room settings for admins

Dashboard, Dealboard, Documents, Products, Content library, Archive, Contracts, Reports and Contacts 

Contracts Overview

Use the Dashboard to track active documents, monitor recipient engagement, and manage your sales or business KPIs at a glance.

Get started with your GetAccept Dashboard

See a real-time summary of activity, deal flow, and engagement across your Contract Room. Use the Dashboard to stay updated on recent actions and overall performance.

Dashboard - Overview

Use the Dealboard to monitor active deals, identify recipient engagement through color-coded status bars, and take action on expiring documents.

Track document progress with the Dealboard

Access all active, hot, stalled, expired, and lost deals in one place. Use Dealboard to quickly identify deal status, recent actions, and follow-up priorities.

Dealboard - Overview

Use the Documents tab to organize, track, and perform bulk actions on your drafts, sent files, and signed agreements.

Manage and filter your GetAccept documents

View and manage all sent documents, drafts, and in-progress workflows. Use the Documents section to track document activity, signatures, and current status.

Documents - Overview

How to organize your signed documents and agreements

Contracts - Introduction

How to navigate and access signed docs in the archive section

Archive - Introduction

Highlight, comment, and resolve customer concerns within your contract.

How Contract Commenting Works

Let your contracts’ signers and approvers propose changes directly in the contract, then review, accept, and publish them without anyone leaving GetAccept.

Enable and respond to buyer suggestions on contracts

Work with your stored contracts, uploaded files, and organized folders. Use the Contracts area to manage tags, reminders, renewals, and contract storage.

Contracts - Overview

Use the Content Library for Contracts to create reusable contract resources, manage folder hierarchies, and access professionally designed contract templates from the Template Library.

Manage and organize Content for Contracts

Store reusable blocks, images, and components used in your documents and templates. Use the Content Library to standardize content and speed up creation.

Content Library - Overview

See performance trends and analyze activity across your organization.

Reports – Overview

Explains how each metric in the Reports Summary is calculated, which dates are used, and why numbers can differ between time periods and filters.

Reports Summary: metric definitions and how they’re calculated

Analyze document and deal performance, activity trends, and team-level insights. Use Reports to understand patterns, track results, and export key data.

Reports - Overview

How to create, view, and update contact information

Contacts

View and manage your recipient and stakeholder information. Use Contacts to track communication history and manage contact details.

Contacts - Overview

Learn how to open, review, and sign a document sent to you through GetAccept, including available signing methods and what happens after you sign.

How to Sign a Document Sent to You

A guide explaining more about the electronic signature

Electronic signature

Important information about signed documents

What Happens When a Document Has Been Fully Signed?

Import and open CSV report exports from GetAccept into Excel with proper formatting.

How to open exported report data in Excel

Learn why signing certificates display UTC+00:00 timestamps and how to interpret them for international agreements.

Understanding Signing Certificate Timestamps

Learn how recipient roles, signing order, sender signing options, and verification methods work together to control your document’s approval and signing flow.

Role & Signing Order Overview

Adding recipients, Signature Transfers, Role Switching, and Reminder Sending (eSign plan)

Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending (E-sign plan)

Download document, print document, use the chat, forward a document, call the sender,  commenting feature

Document interaction

How to view the document sent to you via GetAccept as an email, Hyperlink and SMS

Opening a document sent to you

Everything you need to know about signing documents—how it works, what methods you can use, and how the signing page behaves.

Signing Experience

Overview of how GetAccept’s document engagement features work, including video, chat automation, viewer identification, and communication templates.

How Document Engagement Works

Learn how to personalize documents and boost recipient engagement with video, chat, identification, and communication templates.

Document Engagement

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

How to enable and configure Norwegian BankID (NBIES) signing in GetAccept, including per-document setup and personal number matching.

Enable and configure Norwegian BankID signing (NBIES) in GetAccept

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 duplicate or 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 at any stage, from draft to 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

Learn how to identify if a recipient signed using Electronic Identification (eID) and how to resolve documents missing a personnummer (SSN).

Fix a document signed without BankID

Control who receives the signed PDF copy after a contract is signed, and understand recipient notification settings.

Manage email recipients for signed contracts

How to view the real time analytics of a document

Analytics

Timeline

Document view

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

Manage Sent Contracts

Bulk-assign recipients and roles to form fields

Manage roles, signing order, and verification for secure signing workflows.

Recipients, Roles & Signing Order

Add an extra security layer by requiring recipients to verify via SMS code before signing documents.

Enable SMS verification for document signing

Choose the right signing method for your documents, from handwritten signatures and SMS verification to secure Electronic Identification.

Signing Methods

Set the exact Electronic Identification provider each recipient must use to sign, instead of letting them choose from the full list.

Choose a specific eID method for each recipient

Enable BankID, MitID, or FTN to verify recipient identities and capture social security numbers on your GetAccept signing certificates.

Verify signers with Electronic Identification (eID & BankID)

View all supported Nordic eID methods including BankID (SE/NO), MitID (DK), and FTN (FI) for legally binding, high-assurance signing.

Supported eID by country

Learn which electronic ID methods are available for signing documents securely in different countries.

Finnish Trust Network (FTN)

Use national IDs like BankID or MitID. This is the most secure method and captures the signer's personal identity number.

Electronic Identification

Use QES to meet the highest legal signing standards (eIDAS) for sensitive documents like annual reports and real estate contracts.

Qualified Electronic Signature

Set up Qualified Electronic Signature (QES) BankID for legally binding contract signatures in Norway.

Enable QES BankID signing for contracts

Use QES to meet the highest legal signing standards (eIDAS) for sensitive documents like annual reports, employment contracts, and real estate agreements.

Qualified Electronic Signature (QES)

Learn how AI Contract Management automatically extracts important data from your contracts so you can track renewals, notice periods, and key details without manually reviewing contracts.

Use AI Contract Management to extract and organize contract data

Learn how to upload contracts to GetAccept and automatically extract key data using AI Contract Management.

Upload and scan contracts with AI Contract Management

Learn how to review, verify, and update the contract data extracted by AI in Contract Management.

Review and edit AI-extracted contract data

Use AI Contract Management to extract key contract data automatically, track renewals and notice periods, and stay on top of contracts that need action.

AI Contract Management

Upload signed contracts, edit details, organize with folders, search, filter, and manage reminders.

Manage Documents in Contract Management

Upload, organize, download, and delete signed contracts in your Archive. Create folders, add tags, and manage your contract library.

Manage Documents and Folders in Archive

Store, organize, and manage your contracts in one place.

Contract Management

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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

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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.

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