GetAccept

how 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

Creating a document

How to add recipients to a document, adding a recipient to a template role, what roles a recipient can have and add authorization

Managing Signing Order & Recipient Roles in GetAccept

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

Creating a document: How to add tags

Learn how to add, connect, and customize fields in your GetAccept documents.

Add and edit fields in your document

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

Add attachments to a document

Learn how to use intro videos, live chat, viewer identification, and instant phone calls to connect with your recipients.

Add engagement and interaction features to your document

How to deliver your document via Email, Link and SMS

Creating a document: Document Delivery: Email, Link, and SMS

Preview your contract exactly as recipients will see it

Creating a document: How to preview a document before sending it

Access settings, change owner, signature transfer, sign with initials, set to private, set start-end date, handwritten signature, delete

Creating a document: Document settings

How to update the expiration date in a document draft

Creating a document: How to set up the expiration date

Pricing Table: Tax Breakdown & Summarized Product Properties

Learn how to prepare and send documents in GetAccept - from selecting recipients and setting signing roles to choosing delivery methods and finalizing the send process.

Documents

Access document settings, share document link, create new version, upload signed document, download, mark as lost, delete, email information

Document settings

How to preview the sent out document from the document action menu

How to preview a sent document

How to update your document value from the document action menu

How to change the deal value on a sent document

How to update the expiration date on a sent out document from the document action menu

How to update the expiration date on a sent document

How to update a GoogleDoc that you have already sent to a recipient

How to update a sent GoogleDoc document

How to add a new recipient on a document that has been sent, now with the option to add an authorization method.

Adding recipients

Step by step guide on how to recall a signer to role viewer on a sent document

Change role: Signer to Viewer for a recipient

Send email reminder, SMS reminder, Video reminder and edit reminder settings

Document reminders

Create New Version of a Sent Document

Convert Non-Signable Documents to Signable

Step by step guide on how to transfer signature rights to someone else.

How to transfer signature rights from one signer to another recipient on a sent document

Our signing page translations are based on the recipient browser language. In the list below you see the languages we support:

Signing page - Supported languages

Edit the Signing Order After Sending a Document

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

Comment feature for Contract room

Learn how to edit, resend, or take actions on documents after they’ve been sent.

Managing Sent Documents

Find answers and get help from Intercom Support and Community Experts

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