GetAccept

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GetAccept settings Overview

Therese

Explaining each section and settings you can do

GetAccept settings

My Profile

How to change the email adress for a user

Change Email Address on a User

Change Language on Profile

Change Your Password

How to set up the entities default document settings

Document Settings

Having trouble with your text message with an Alphanumerical sender/using your company name as a sender here is what you need to know.

Text messages and Alphanumerical sender

Document settings

How to setup default messaging for your send-outs

Email, chat, and SMS

Sendings

How to set the default timing of reminders being sent to recipients

Reminders

How to setup your default for being notified about document activity

Notifications

How to edit your organization's account information

Entity Information

Entity information

What active and inactive user means and how to change status for a user.

User status

How to make it so users can't send from the web application

Disable Send-Out on User Level

Differences between the three user roles: admin, manager, and user

User Roles

Users

How to setup your users on different teams

Teams

How to create a tag library and help your users organize sendouts
Available on enterprise plus plan.

Create and Edit Themes

How to use the branding guide to create a theme

Branding Guide

How you change the text on the button in the email (Enterprise Plus only)

How to change the text on the button in the email

Uploading your Logo

How to redirect signers to any of your webpages after they sign

Redirecting Recipients after they Sign Docs

Setting up a subdomain url that will be present within docs

Creating a Subdomain

A guide on how to create email templates for multiple sending options.

How to create Email Templates

Branding

How to setup your security settings for your users and documents

Security

An installation guide for two-factor authentication and how it works.

Enable two-factor authentication

Set up your data protection rules to be compliant

Data Protection

How you can add a credit card to your GetAccept account to get billed with ease.

Adding or updating your Credit Card payment method on your GetAccept account

Guide on how to update the billing email for the entity

Update Billing Email

Where to update your subscription plan and billing information

Subscription Plan

A short guide on how to upgrade and update your subscription plan

Upgrade and update your Subscription plan

Licenses

Adding a new user

Subscription plan

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