Advanced Features

Saving Your Signature

How to create and save your signature for future use

Written by Alan Sincich
Updated over a week ago

Preparing Document Action Menu

Where to access the action menu when preparing your document

Written by Alan Sincich
Updated over a week ago

Preview Your Document Before Sending

How to preview your document before sending it

Written by Alan Sincich
Updated over a week ago

Enabling Hand-Written Signatures

How to send a document out requesting a hand-written signature

Written by Alan Sincich
Updated over a week ago

Enable Signing using Initial

How to send a document out requesting initialing to sign

Written by Alan Sincich
Updated over a week ago

Enable Transfer of Signature Rights

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

Written by Alan Sincich
Updated over a week ago

Enable Private Document Restrictions

How to make a document private to only you and restrict access to it

Written by Alan Sincich
Updated this week

Uploading Multiple Documents

Replace or upload another document after uploading the original

Written by Alan Sincich
Updated over a week ago

Arranging Your Document's Pages

How to rearrange your document's pages

Written by Alan Sincich
Updated over a week ago

Changing the Expiration Date in a Draft

Where to change the expiration date rather than using the default

Written by Alan Sincich
Updated over a week ago

Deleting a Drafted Document

How to delete a document that you have began preparing

Written by Alan Sincich
Updated over a week ago

Document Action Menu

Which actions can be taken from document summary

Written by Alan Sincich
Updated over a week ago

Recipient Action Menu

Which actions can be taken with the sub menu

Written by Alan Sincich
Updated over a week ago

Previewing Your Document After Sending

How to preview your doc before or after sending

Written by Alan Sincich
Updated over a week ago

Sending a Video Reminder via Desktop

How to send video reminders from the document summary

Written by Alan Sincich
Updated over a week ago

Create New Version

How to create a new version of a document

Written by Andrea Rodikova
Updated over a week ago

Updating Deal Valu

Where to update your document value

Written by Alan Sincich
Updated over a week ago

Adding New Recipients to Sent Documents

How to add a new signer or viewer to a document that has been sent

Written by Alan Sincich
Updated over a week ago

Updating the Expiration Date

How to update the expiration date after sending out a doc

Written by Alan Sincich
Updated over a week ago

Recall a Signer from a Document

How to recall a signer from a document from the doc summary page

Written by Andrea Rodikova
Updated over a week ago

Updating a Sent Google Doc

How to update a Google Doc that you have already sent to a recipient

Written by Alan Sincich
Updated over a week ago

Download All Archived Documents

How to download all your signed documents in your archive

Written by Andrea Rodikova
Updated over a week ago

Email Templates for Specific Sendouts

How to create email templates for delivering to specific recipients

Written by Alan Sincich
Updated over a week ago

Data Protection

Set up your data protection rules to automatically delete documents and contact information from GetAccept

Written by Samir Smajic
Updated over a week ago

Disable Sendout on User Level

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

Written by Samir Smajic
Updated over a week ago

User Roles

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

Written by Alan Sincich
Updated over a week ago

Merge Variable List

Use these merge variables to personalize your send outs

Written by Alan Sincich
Updated over a week ago