GetAccept

How to find, edit and use a template from our library

Template Library

How to start adding content to your created template

How to add a default recipient to a template you create

How to add specific recipient roles as template role to your template's workflow

How to add tags to templates so they automatically attach to send outs. This is a feature available from plan Enterprise plus.

How to add and edit different fields to your created template

How to connect certain areas of your document with a hyperlink

How to add supplemental docs, files, and webpages to a template

How to add an engagement video to your template

How to make changes to your templates' docs without redoing fields

How to create and use templates within GetAccept

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