Templates

Where and how to create or edit your templates

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

Template Library

How to find, edit and use a template from our library
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Create a Template - Introduction

Where and how to create a new template
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Uploading a Document for a Template

How to upload a document for your created template
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Adding Recipients to Templates

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

Adding Roles to Templates

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

Adding Fields to Templates

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

Adding Attachments to Templates

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

Adding an Engagement video to Templates

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

Duplicate a template

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