GetAccept

Therese

How to create a document to be delivered and what you can do when in Draft mode

Create a document  

How to create a new document to send to a recipient(s)

How do I create a new document?

How to Upload a file, use the Editor block, Template block, Video block, Link block, and Google Drive Block.

What can I do when I have created a document?                                            
(Upload a file, Editor, Template, Video, Link, and Google Drive)

How to use and edit a GoogleDocs template for send-outs

How to use a GoogleDocs Template

How to in-line customize a Word Merge document

Upload and Customize a Word Merge Doc

How to add tags to your send-out from your tag library.

Adding Tags to Send-outs

Create a document for sending

Adding a recipient when preparing a document for sendout

What different roles a recipient can have and what they mean

Recipient Roles

How to setup a workflow after adding recipients

Create a Recipient Workflow

How to add authorization for a recipient when opening or signing a document

Authorization

How to activate Electronic Identification (eID) signing for a send-out

Activate Electronic Identification (eID)

Recipient Tab

Explains what the GetAccept field types are and how they can be used

Field types

Adding Fields to a Document

How to connect certain areas of your document with a hyperlink

Adding Link Fields to a Document

How to edit and change settings for a field in a document

Edit fields

How to add files and web pages to your document

Adding Attachments to a Send out

Add Tab

How to add an intro video to your document

Adding a Video Introduction to a Send-out

How to automatically start a conversation with your recipients

Enabling Automated Live-Chat

How to collect contact info from new recipients of your sendouts

Identify New Viewers

How to create a channel of communication with Connect-to-Call

Instant Phone Call

Engage Tab

How to deliver your document with a white labeled email template

Deliver the Document via Email

How to send documents using a provided URL

Deliver Documents by Sharing a Link

How to send your docs out through text message

Delivering Documents via SMS

Opening documents on your device for recipients to sign in-person

Sign Documents In-Person

Send Tab

Where to access the draft action menu to access the settings and delete the draft

Access the draft menu and delete draft

How to preview your document before sending it

Preview Document in Draft

How to delete a document that you have began preparing

Delete a Drafted Document

How to update the expiration date in a document draft

Update Expiration Date in Draft

Replace or upload another document after uploading the original

Uploading Multiple Documents

Arranging Your Document's Pages

How to apply email templates for delivering to specific recipients

Email Templates for Specific Sendouts

How to create and save your handwritten signature for future use

Saving Your Signature

Document actions when in draft 

Change Document Owner

How to let your recipient forward their signing rights to a new recipient

Allow Signature Transfer

How to enable handwritten signature in a draft

Enabling Handwritten Signatures

How to enable signing using initials in a draft

Enable Signing using Initial

How to set contract start and end date in a document draft

Set Contract Start and End Date

How to make your document private for other users

Private Document

Draft - Settings 

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