GetAccept

Dashboard, Dealboard, Documents, Products, Content library, Archive, Contracts, Reports and Contacts 

Contract Room Overview

Dashboard - Introduction

See a real-time summary of activity, deal flow, and engagement across your Contract Room. Use the Dashboard to stay updated on recent actions and overall performance.

Dashboard - Overview

Dealboard - Introduction

Access all active, hot, stalled, expired, and lost deals in one place. Use Dealboard to quickly identify deal status, recent actions, and follow-up priorities.

Dealboard - Overview

How to navigate through all your documents

Documents - Introduction

View and manage all sent documents, drafts, and in-progress workflows. Use the Documents section to track document activity, signatures, and current status.

Documents - Overview

How to download your signed documents in your Contract management

How to add filters and find documents in Contract Management

How to search for documents in Contract Management

How to create and edit folders in Archive

How to delete a document in your Archive

How to move a document to a folder in the Archive

How to upload a document to your Archive

Download your signed documents from the Archive

How to download your signed documents in your archive

Delete a document in your Contract Management

How to delete a document from Contract Management

Move a document to a folder in Contract Management

How to move a document to a folder in Contract Management

How to add a reminder on a document in Contract Management

How to add tags on a document in Contract Management

How to create and edit folders in Contract Management

How to edit a documents start/end date, value and owner

How to edit a document in Contract Management

A guide on how to upload a document to Contract Management

How to upload a document to Contract Management

How to organize your signed documents and agreements

Contracts - Introduction

How to navigate and access signed docs in the archive section

Archive - Introduction

Work with your stored contracts, uploaded files, and organized folders. Use the Contracts area to manage tags, reminders, renewals, and contract storage.

Contracts - Overview

Getting started with the Content Library and how to access our template library

Content Library

Store reusable blocks, images, and components used in your documents and templates. Use the Content Library to standardize content and speed up creation.

Content Library - Overview

See performance trends and analyze activity across your organization.

Reports – Overview

Analyze document and deal performance, activity trends, and team-level insights. Use Reports to understand patterns, track results, and export key data.

Reports - Overview

How to create, view, and update contact information

Contacts

View and manage your recipient and stakeholder information. Use Contacts to track communication history and manage contact details.

Contacts - Overview

Manage the products you use in pricing tables inside GetAccept.

Products – Overview

Manage your product catalog for accurate pricing and seamless document creation.

Products

Find answers and get help from Intercom Support and Community Experts

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