Templates

Where and how to create or edit your templates

Andrea Rodikova avatar Therese Springare avatar
15 articles in this collection
Written by Andrea Rodikova and Therese Springare
GetAccept Templates

Template Library

How to find, edit and use a template from our library
Andrea Rodikova avatar
Written by Andrea Rodikova
Updated this week

Create a Template - Introduction

Where and how to create a new template
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Written by Therese Springare
Updated this week

Uploading a Document for a Template

How to upload a document for your created template
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Written by Therese Springare
Updated this week

Adding Recipients to Templates

How to add a default recipient to a template you create
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Written by Therese Springare
Updated over a week ago

Adding Roles to Templates

How to add specific recipient roles to your template's workflow
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Written by Therese Springare
Updated over a week ago

Adding Tags to Templates

How to add tags to templates so they automatically attach to send outs. This is a feature available from plan Enterprise plus.
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Written by Therese Springare
Updated over a week ago

Adding Fields to Templates

How to add and edit different fields to your created template
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Written by Therese Springare
Updated over a week ago

Adding Link Fields to Templates

How to connect certain areas of your document with a hyperlink
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Written by Therese Springare
Updated over a week ago

Adding Attachments to Templates

How to add supplemental docs, files, and webpages to a template
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Written by Therese Springare
Updated over a week ago

Adding an Engagement video to Templates

How to add an engagement video to your template
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Written by Therese Springare
Updated over a week ago

Update a template and keep the existing fields

How to make changes to your templates' docs without redoing fields
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Written by Therese Springare
Updated over a week ago

Duplicate a template

How to duplicate an existing template
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Written by Therese Springare
Updated over a week ago