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Contract room
Articles about creating documents, document settings, how to use Templates, setting up your account, and storing signed document.
70 articles
Platform overview
Dashboard, Dealboard, Documents, Products, Archive, Contracts, Reports and Contacts
Introduction to our platformDashboard, Dealboard, Documents, Products, Archive, Contracts, Reports and Contacts 8 articles
Content libraryArticles about our template library and how to create your templates7 articles
Contract management and ArchiveWhat you can do within your Contract management (Enterprise plus plan) and in your Archive (Up to plan Professional) 14 articles
Document creation
How to create a document to be delivered and what you can do when in Draft mode
Creating a documentSteps to how to create a document and what document types there is
Adding recipientsHow to add recipients to a document, adding a recipient to a template role, what roles a recipient can have and add authorization
Adding tagsHow to add tags to your send-out from your tag library.
Adding and editing fieldsHow to add fields to a document
Adding attachmentsHow to add files and web pages to your document
Document Engagement and InteractionHow to add an intro video to your document, chat, Identify new users and Instant phone call
Document Delivery: Email, Link, and SMSHow to deliver your document via Email, Link and SMS
How to preview a document before sending itHow to preview your document before sending it
Document settings (draft)Access settings, change owner, signature transfer, sign with initials, set to private, set start-end date, handwritten signature, delete
How to update the expiration date in a document draftHow to update the expiration date in a document draft
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 a new 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
Settings
Explaining each section and settings you can do
Settings - IntroductionHow to access the settings for your entity or account.
How to set up your profile on the platformSet up your profile on the platform
How to change your email addressHow to change your email address
How to change the language on your profile and what language are supportedHow to change language on your profile and what language are supported
How to change your passwordHow to change the password for your account
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