How to create and use templates within GetAccept
Template LibraryHow to find, edit and use a template from our library
How to create a TemplateWhere and how to create a new template
How to build your templateHow to start adding content to your created template
How to add specific recipients to your templateHow to add a default recipient to a template you create
How to create a template roleHow to add specific recipient roles as template role to your template's workflow
How to add tags to your templateHow to add tags to templates so they automatically attach to send-outs.
This is a feature available from plan Enterprise Plus.
How to add fields to Templates for an uploaded PDF fileHow to add and edit different fields to your created template
How to add Link Fields to TemplatesHow to connect certain areas of your document with a hyperlink
How to add Attachments to TemplatesHow to add supplemental docs, files, and webpages to a template
How to add an Engagement video to your TemplateHow to add an engagement video to your template
How to update a template and keep the existing fieldsHow to make changes to your templates' docs without redoing fields
How to duplicate a templateHow to duplicate an existing template