Get out the most of GetAccept with our advanced features

Advanced features for documents that is in draft and has been sent. Advanced features for fields, our contract management and archive.

42 articles in this collection
Written by Alan Sincich, Andrea Rodikova, and Therese Springare

Advanced features Overview

A menu to easier navigate to the right article

Written by Therese Springare
Updated over a week ago

Document actions when in draft

Access the draft menu and delete draft

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

Written by Therese Springare
Updated over a week ago

Preview Document in Draft

How to preview your document before sending it

Written by Therese Springare
Updated over a week ago

Delete a Drafted Document

How to delete a document that you have began preparing

Written by Therese Springare
Updated over a week ago

Update Expiration Date in Draft

How to update the expiration date in a document draft

Written by Therese Springare
Updated over a week ago

Uploading Multiple Documents

Replace or upload another document after uploading the original

Written by Therese Springare
Updated over a week ago

Arranging Your Document's Pages

How to rearrange your document's pages

Written by Therese Springare
Updated over a week ago

Email Templates for Specific Sendouts

How to apply email templates for delivering to specific recipients

Written by Therese Springare
Updated over a week ago

Saving Your Signature

How to create and save your handwritten signature for future use

Written by Therese Springare
Updated over a week ago

Draft - Settings

Change Document Owner

How to change document owner in a draft

Written by Therese Springare
Updated over a week ago

Allow Signature Transfer

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

Written by Therese Springare
Updated over a week ago

Enabling Handwritten Signatures

How to enable handwritten signature in a draft

Written by Therese Springare
Updated over a week ago

Enable Signing using Initial

How to enable signing using initials in a draft

Written by Therese Springare
Updated over a week ago

Set Contract Start and End Date

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

Written by Therese Springare
Updated over a week ago

Private Document

How to make your document private for other users

Written by Therese Springare
Updated over a week ago

Document actions - Sent documents

Access the document menu when your document has been sent

Overview over the Document Action Menu

Written by Therese Springare
Updated over a week ago

Previewing Your Document After Sending

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

Written by Therese Springare
Updated over a week ago

View a Sent Email Message

How to find and see the message that was sent out in the email

Written by Therese Springare
Updated over a week ago

Download document

How to download a sent-out document from the document action menu

Written by Therese Springare
Updated over a week ago

Create a New Version

How to create a new version of a document

Written by Therese Springare
Updated over a week ago

Updating the Expiration Date on sent-out documents

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

Written by Therese Springare
Updated over a week ago

Updating Deal Value

How to update your document value from the document action menu

Written by Therese Springare
Updated over a week ago

Updating a Sent GoogleDoc

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

Written by Therese Springare
Updated over a week ago

Upload signed document

Upload a PDF of the manually signed document through the document action menu

Written by Therese Springare
Updated over a week ago

Mark as Lost

Mark a sent-out deal as lost through the document action menu

Written by Therese Springare
Updated over a week ago

Delete a Sent Document

How to delete a sent-out document through the document action menu

Written by Therese Springare
Updated over a week ago

Recipient actions for a sent document

Recipient Action Menu

Which actions can be taken with Recipient Action Menu

Written by Therese Springare
Updated over a week ago

Add New Recipients on Sent Documents

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

Written by Therese Springare
Updated over a week ago

Recall signer and Transfer signature rights on a sent document

How to recall a signer and how to transfer signature rights on a sent document

Written by Therese Springare
Updated over a week ago

Send and manage reminders on a sent document

Automatic reminders

Change the interval for automatic reminders from the documentview

Written by Therese Springare
Updated over a week ago

Send an Email Reminder

How to send an email reminder from the document action menu and Dealboard

Written by Therese Springare
Updated over a week ago

Send SMS reminder

How to send an SMS reminder from the document action menu

Written by Therese Springare
Updated over a week ago

Send a Video Reminder via Desktop

How to send video reminders from the document action menu

Written by Therese Springare
Updated over a week ago

Fields

Field types

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

Written by Therese Springare
Updated over a week ago

Merge Variables for Email Messages

Merge tags that works in email messages

Written by Andrea Rodikova
Updated over a week ago

Edit fields

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

Written by Therese Springare
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

Contract Management

Upload a document to Contract Management

How to upload a document to Contract Management

Written by Therese Springare
Updated over a week ago

Search for documents in Contract Management

How to add filters and find documents in Contract Management

Written by Therese Springare
Updated over a week ago

Edit documents in Contract Management

How to edit and change settings for documents in Contract Management

Written by Therese Springare
Updated over a week ago

Create folders in Contract Management

How to create and edit folders in Contract Management

Written by Therese Springare
Updated over a week ago

Archive

Download signed documents from the Archive

How to download your signed documents in your archive

Written by Therese Springare
Updated over a week ago