Templates

Where and how to create or edit your templates

Alan Sincich avatar Andrea Rodikova avatar Gustaf Wiking avatar
13 articles in this collection
Written by Alan Sincich, Andrea Rodikova, and Gustaf Wiking
GetAccept Templates

Uploading a Document for a Template

How to upload a doc for your created template
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding Tags to Templates

How to add tags to templates so they automatically attach to send outs
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding Recipients to Templates

How to add a default recipient to a template you create
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding Roles to Templates

How to add specific recipient roles to your template's workflow
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding Fields to Templates

How to add and edit different fields to your created template
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Create a Template - Introduction

Where and how to create a new template
Gustaf Wiking avatar
Written by Gustaf Wiking
Updated over a week ago

Field types

Explains what the GetAccept field types are and how they can be used
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding Link Fields to Templates

How to connect certain areas of your document with a hyperlink
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding Attachments to Templates

How to add supplemental docs, files, and webpages to a template
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Adding a Video Introduction to Templates

How to add a standard intro video to your template
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Update a template and keep the existing fields

How to make changes to your templates' docs without redoing fields
Andrea Rodikova avatar
Written by Andrea Rodikova
Updated over a week ago