# GetAccept Help Center

> Support and inspiration – your GetAccept guide is here!

## Getting Started

- [Create a Deal Room](https://help.getaccept.com/en/articles/12688327-create-a-deal-room.md): Learn how to create your first Deal Room to collaborate with your buyers, share content, and manage the deal process — all in one place.
- [Understand Deal Room Analytics](https://help.getaccept.com/en/articles/12688444-understand-deal-room-analytics.md): Track buyer engagement and see exactly which content is capturing interest to know when and how to follow up.
- [Send Your First Contract](https://help.getaccept.com/en/articles/12688078-send-your-first-contract.md): Select a template, add your signer, and move through the sending flow to get your document signed in just a few clicks.
- [Track and Manage Your Sent Documents](https://help.getaccept.com/en/articles/12688121-track-and-manage-your-sent-documents.md): Learn how to find your sent documents, follow their progress, and stay updated on recipient activity.
- [Configure entity branding](https://help.getaccept.com/en/articles/12688202-configure-entity-branding.md): Establish your company’s visual identity across all documents and Deal Rooms to ensure a consistent, professional brand experience.
- [Invite and Manage Your Team](https://help.getaccept.com/en/articles/12688254-invite-and-manage-your-team.md): Add teammates to your GetAccept workspace and manage their access levels.

## Deal Room

- [AI-native Deal Rooms](https://help.getaccept.com/en/articles/15260915-ai-native-deal-rooms.md): Discover what's included in the upgraded experience for AI-native Digital Sales Rooms
- [Add context when creating an AI-native Deal Room](https://help.getaccept.com/en/articles/15478345-add-context-when-creating-an-ai-native-deal-room.md): Use the context field on the AI-native create room step to guide what gets generated, including tone, structure, and source material.
- [Configure AI-native Deal Room template settings](https://help.getaccept.com/en/articles/15499988-configure-ai-native-deal-room-template-settings.md): Configure the General, Availability, Functionality, and Advanced settings on a Deal Room template in the AI-native experience.
- [Set up contract templates in an AI-native Deal Room template](https://help.getaccept.com/en/articles/15500114-set-up-contract-templates-in-an-ai-native-deal-room-template.md): Add, edit, reorder, and remove contract templates inside an AI-native Deal Room template so they are ready for senders.
- [Send a contract from an AI-native Deal Room](https://help.getaccept.com/en/articles/15500117-send-a-contract-from-an-ai-native-deal-room.md): Create and send a contract from the Contracts area of a published AI-native Deal Room using the three-step send wizard.
- [Deal Room Template Overview](https://help.getaccept.com/en/articles/13106139-deal-room-template-overview.md): Learn how Deal Room templates work, how to structure pages and sections, and how to use default, variable, and custom content to create reusable, high-quality buyer experiences.
- [Content Resources Overview](https://help.getaccept.com/en/articles/13106321-content-resources-overview.md): Learn what Content Resources are, how to create and use them, and how they support scalable, consistent content across Deal Room templates and rooms.
- [Linked Resources Overview](https://help.getaccept.com/en/articles/13106347-linked-resources-overview.md): Overview of how Linked Resources work in Deal Room templates and how they keep content synchronized across templates.
- [Page & Section Behavior in Deal Room Templates](https://help.getaccept.com/en/articles/13106395-page-section-behavior-in-deal-room-templates.md): Overview of how pages and sections behave in Deal Room templates, including structure, visibility logic, and interaction with template content.
- [Content Personalization in Deal Room Templates](https://help.getaccept.com/en/articles/13106440-content-personalization-in-deal-room-templates.md): How personalization works in Deal Room templates and how templates balance consistency with flexible, deal-specific customization.
- [Add and manage Linked Resources in Deal Room templates](https://help.getaccept.com/en/articles/14741022-add-and-manage-linked-resources-in-deal-room-templates.md): Reuse content pieces across Deal Room templates using Linked Resources. Learn how to create, add, and troubleshoot them.
- [Contracts in Deal Rooms](https://help.getaccept.com/en/articles/13223636-contracts-in-deal-rooms.md): Create, connect, and manage contracts directly within Deal Rooms.
- [Add and Share Meetings in a Deal Room](https://help.getaccept.com/en/articles/11393371-add-and-share-meetings-in-a-deal-room.md): Add, import, and share meetings in your Deal Room to capture transcripts, recordings, and next steps - all in one shared workspace.
- [Present your team with the Sales Team Widget](https://help.getaccept.com/en/articles/10728849-present-your-team-with-the-sales-team-widget.md): Automate your business card in Deal Rooms so buyers can book meetings, call, or chat with you instantly.
- [Updates for Deal room](https://help.getaccept.com/en/articles/8416140-updates-for-deal-room.md): Create Updates to have a more lively engagement with your customers.
- [How to Use Content Tags in GetAccept Deal Room](https://help.getaccept.com/en/articles/10110030-how-to-use-content-tags-in-getaccept-deal-room.md): GetAccept’s content Tags makes it easy to organize and locate content within the Deal Room.
- [Activity feed for Deal room](https://help.getaccept.com/en/articles/9875004-activity-feed-for-deal-room.md): Track all deal activity in one place with the activity feed to stay updated on progress across multiple stakeholders.
- [Set up workflows with room types and stages](https://help.getaccept.com/en/articles/14781701-set-up-workflows-with-room-types-and-stages.md): Create room types and stages to structure your Deal Room sales process and assign templates by workflow.
- [What buyers see when you use comments](https://help.getaccept.com/en/articles/12927935-what-buyers-see-when-you-use-comments.md): Comments let you highlight text, start threads, and resolve feedback directly inside a Deal Room. This article explains exactly how comments appear to buyers, how they’re notified, and how resolved...
- [How Chat Works in the Deal Room](https://help.getaccept.com/en/articles/12918518-how-chat-works-in-the-deal-room.md): Learn how chat works in the Deal Room for real-time communication with buyers and teammates.
- [Embed Synthesia videos in your Deal Room](https://help.getaccept.com/en/articles/15500270-embed-synthesia-videos-in-your-deal-room.md): Paste a Synthesia link into the video element to embed AI-generated Synthesia videos directly inside your Deal Room.
- [Add and use the Icon element in the Editor](https://help.getaccept.com/en/articles/15010683-add-and-use-the-icon-element-in-the-editor.md)
- [Draft and edit Deal Room pages with AI](https://help.getaccept.com/en/articles/15010675-draft-and-edit-deal-room-pages-with-ai.md)
- [Link element in the Editor](https://help.getaccept.com/en/articles/13184786-link-element-in-the-editor.md): Learn how the Link element works in the GetAccept Editor to link to external websites or parts of the Deal Room.
- [Create a content resource with AI](https://help.getaccept.com/en/articles/11756535-create-a-content-resource-with-ai.md): Discover how to create Deal Room resources using AI
- [Section Prompts](https://help.getaccept.com/en/articles/13367791-section-prompts.md): Learn how Section Prompts let content managers control how AI generates Deal Room sections, so reps can update content with one click—no prompting required.
- [Page Review Summary](https://help.getaccept.com/en/articles/12931248-page-review-summary.md): See which pages buyers view the most and least to understand interest patterns and identify content that needs improvement.
- [File Formats Supported in Deal Rooms](https://help.getaccept.com/en/articles/12928161-file-formats-supported-in-deal-rooms.md): Learn which file types you can upload, preview, and share inside a Deal Room.
- [Using AI in Meeting Notes](https://help.getaccept.com/en/articles/12928396-using-ai-in-meeting-notes.md): Learn how AI helps you quickly generate summaries, next steps, and structured notes from meeting transcripts — so every conversation becomes actionable and easy to follow.
- [Meeting Analytics Overview](https://help.getaccept.com/en/articles/13051904-meeting-analytics-overview.md): Learn how Meeting Analytics provides visibility into who viewed your shared meetings, how many times, and for how long—helping you follow up confidently and maintain alignment.
- [What the Sales Team Widget Is](https://help.getaccept.com/en/articles/12930327-what-the-sales-team-widget-is.md): Give buyers a clear, personalized way to reach the right people during a deal
- [How to use Embeds in the Deal Room](https://help.getaccept.com/en/articles/12930463-how-to-use-embeds-in-the-deal-room.md): Use live embeds to display interactive content from approved platforms like Google Workspace and Canva directly in your Deal Room.
- [What is an Action Plan?](https://help.getaccept.com/en/articles/12928253-what-is-an-action-plan.md): A quick overview of the Action Plan \(MAP\) in the Deal Room, how it works, and how buyers and sellers use it to stay aligned on milestones and next steps.
- [How the Action Plan Supports Deal Progression](https://help.getaccept.com/en/articles/12928294-how-the-action-plan-supports-deal-progression.md): Learn how the Action Plan \(MAP\) helps buyers and sellers stay aligned, maintain momentum, and keep deals moving forward through clear milestones, ownership, and shared visibility.
- [Action Plan Summary](https://help.getaccept.com/en/articles/12931271-action-plan-summary.md): Get a quick snapshot of progress in your Mutual Action Plan, including completed tasks, upcoming steps, and ownership.
- [Set deadlines and track progress on Mutual Action Plan milestones](https://help.getaccept.com/en/articles/15010687-set-deadlines-and-track-progress-on-mutual-action-plan-milestones.md)
- [How Updates Drive Engagement in the Deal Room](https://help.getaccept.com/en/articles/12928467-how-updates-drive-engagement-in-the-deal-room.md): Updates help you keep buyers informed, drive momentum, and highlight the most important changes in your Deal Room.
- [Using the Introduction Section in Your Deal Room](https://help.getaccept.com/en/articles/12942301-using-the-introduction-section-in-your-deal-room.md): Create a personalized, branded first impression that welcomes buyers into your Deal Room and helps you communicate value from the very first screen.
- [Introduction Section Overview](https://help.getaccept.com/en/articles/13106474-introduction-section-overview.md): Overview of how the Introduction Section behaves in Deal Room templates and how it supports branding, personalization, and a consistent buyer experience.
- [Understanding Draft vs Published Mode in Deal Rooms](https://help.getaccept.com/en/articles/12930808-understanding-draft-vs-published-mode-in-deal-rooms.md): Learn how Draft and Published modes control what buyers can see in a Deal Room. This article explains the differences, what content remains internal, and how publishing impacts visibility, access, ...
- [Manage and organize your Deal Rooms from the Rooms list](https://help.getaccept.com/en/articles/14085532-manage-and-organize-your-deal-rooms-from-the-rooms-list.md): Learn how to use the Rooms list to monitor activity, manage Deal Rooms, filter your workspace, and take actions such as updating ownership or deleting rooms.
- [Analytics Overview](https://help.getaccept.com/en/articles/12931151-analytics-overview.md): Understand buyer engagement across your Deal Room at a glance.
- [Content Analytics](https://help.getaccept.com/en/articles/12931212-content-analytics.md): Understand how buyers engage with pages, sections, and files inside your Deal Room.
- [Participant Engagement Score \(PES\)](https://help.getaccept.com/en/articles/12931229-participant-engagement-score-pes.md): Understand how active each participant is in your Deal Room and quickly identify high-intent buyers versus low-engagement stakeholders.
- [Document view](https://help.getaccept.com/en/articles/6294568-document-view.md): A summary of our new document view
- [Live Chat](https://help.getaccept.com/en/articles/5480295-live-chat.md): How to access the document's live chat
- [Analytics](https://help.getaccept.com/en/articles/934470-analytics.md): How to view the real time analytics of a document
- [Timeline](https://help.getaccept.com/en/articles/934492-timeline.md): How to view the log of your document
- [New Document Page Tracking](https://help.getaccept.com/en/articles/6056579-new-document-page-tracking.md): A guide about the new Document Page Tracking
- [Analytics Overview for Deal room](https://help.getaccept.com/en/articles/7226953-analytics-overview-for-deal-room.md): Add recipients, functionality and settings
- [Timeline for Deal Room](https://help.getaccept.com/en/articles/9360214-timeline-for-deal-room.md): View all events and activities in your Deal Room chronologically. See who accessed content, participated in chat, and completed actions.
- [Analytics Content for Deal room](https://help.getaccept.com/en/articles/11363576-analytics-content-for-deal-room.md): Use content analytics in your Deal Room to track engagement and gain insights into customer interactions.
- [File Analytics Overview](https://help.getaccept.com/en/articles/12928208-file-analytics-overview.md): Track file downloads in your Deal Room and see which participants accessed which documents.
- [Set the language for a Deal Room or template](https://help.getaccept.com/en/articles/15478362-set-the-language-for-a-deal-room-or-template.md): Configure the language on a Deal Room or template to control email and AI generation language, separately from the entity default.
- [Deal Room Settings Overview](https://help.getaccept.com/en/articles/12942207-deal-room-settings-overview.md): Manage how your Deal Room looks, behaves, and is accessed by your participants.
- [Feature Groups Explained](https://help.getaccept.com/en/articles/12942241-feature-groups-explained.md): Understand what each Settings group controls in your Deal Room.
- [Password Protection for Deal Rooms](https://help.getaccept.com/en/articles/12930591-password-protection-for-deal-rooms.md): Learn how Deal Room password protection works, how to enable it, and what buyers experience when accessing a password-protected room.
- [Deal Room Creation Overview](https://help.getaccept.com/en/articles/12942360-deal-room-creation-overview.md): Understand the three-step flow for creating a Deal Room and when to use templates versus starting from scratch.
- [How to Create a Deal Room Template](https://help.getaccept.com/en/articles/7127371-how-to-create-a-deal-room-template.md): How to create your template room and what is new
- [Intro to Content for Deal room](https://help.getaccept.com/en/articles/7127370-intro-to-content-for-deal-room.md): An overview of the Content where you store your Room templates and Content resources
- [How to Customize Colors for Sections, Blocks, and Text](https://help.getaccept.com/en/articles/11992646-how-to-customize-colors-for-sections-blocks-and-text.md): Effortlessly brand your content in minutes.
- [Template settings for Deal room](https://help.getaccept.com/en/articles/9847429-template-settings-for-deal-room.md): Configure your Deal room template settings to control access, visibility, and how your template functions for your team.

## Contracts

- [How Sending Works in GetAccept](https://help.getaccept.com/en/articles/12960747-how-sending-works-in-getaccept.md): Describes sending logic, communication templates, recipient links, and engagement scoring.
- [Add and edit fields in your PDF document](https://help.getaccept.com/en/articles/5678866-add-and-edit-fields-in-your-pdf-document.md): Add, connect, and customize fields in your uploaded PDFs to collect signatures and data from recipients.
- [How to Send a GetAccept Document](https://help.getaccept.com/en/articles/9502221-how-to-send-a-getaccept-document.md): Learn how to create and send documents like proposals, digital sales rooms, and contracts to your customers from GetAccept.
- [How to Find and Use the Attachment Library in GetAccept](https://help.getaccept.com/en/articles/10981961-how-to-find-and-use-the-attachment-library-in-getaccept.md): Learn how to organize and reuse files across multiple documents using the Attachment Library.
- [Create and configure Contracts](https://help.getaccept.com/en/articles/15010678-create-and-configure-contracts.md)
- [Attachment Types & Logic](https://help.getaccept.com/en/articles/12960121-attachment-types-logic.md): Understanding sender attachments, recipient attachments, and private vs shared behavior
- [Add attachments to a document](https://help.getaccept.com/en/articles/962214-add-attachments-to-a-document.md): Learn how to add supporting files and links to your GetAccept document.
- [Identify when you're editing a contract template vs. a contract instance](https://help.getaccept.com/en/articles/15010672-identify-when-you-re-editing-a-contract-template-vs-a-contract-instance.md)
- [Manage and control template access for your team](https://help.getaccept.com/en/articles/14740806-manage-and-control-template-access-for-your-team.md): Set up template governance: control which templates users can access, lock content, organize with tags, and retire old versions.
- [Edit the signing order after sending a document](https://help.getaccept.com/en/articles/11098708-edit-the-signing-order-after-sending-a-document.md): Reorder recipients or add new signers to a sent document without restarting the entire signing process.
- [Contract room settings for admins](https://help.getaccept.com/en/articles/9502176-contract-room-settings-for-admins.md): Configure signing requirements, recipients, reminders, notifications, and default options for contracts.
- [Get started with your GetAccept Dashboard](https://help.getaccept.com/en/articles/5451416-get-started-with-your-getaccept-dashboard.md): Use the Dashboard to track active documents, monitor recipient engagement, and manage your sales or business KPIs at a glance.
- [Track document progress with the Dealboard](https://help.getaccept.com/en/articles/5451436-track-document-progress-with-the-dealboard.md): Use the Dealboard to monitor active deals, identify recipient engagement through color-coded status bars, and take action on expiring documents.
- [Manage and filter your GetAccept documents](https://help.getaccept.com/en/articles/5451506-manage-and-filter-your-getaccept-documents.md): Use the Documents tab to organize, track, and perform bulk actions on your drafts, sent files, and signed agreements.
- [Contracts - Introduction](https://help.getaccept.com/en/articles/5279527-contracts-introduction.md): How to organize your signed documents and agreements
- [Archive - Introduction](https://help.getaccept.com/en/articles/5451553-archive-introduction.md): How to navigate and access signed docs in the archive section
- [How Contract Commenting Works](https://help.getaccept.com/en/articles/8339921-how-contract-commenting-works.md): Highlight, comment, and resolve customer concerns within your contract.
- [Manage and organize Content for Contracts](https://help.getaccept.com/en/articles/5201972-manage-and-organize-content-for-contracts.md): Use the Content Library for Contracts to create reusable contract resources, manage folder hierarchies, and access professionally designed contract templates from the Template Library.
- [Reports – Overview](https://help.getaccept.com/en/articles/5451569-reports-overview.md): See performance trends and analyze activity across your organization.
- [Reports Summary: metric definitions and how they’re calculated](https://help.getaccept.com/en/articles/13482272-reports-summary-metric-definitions-and-how-they-re-calculated.md): Explains how each metric in the Reports Summary is calculated, which dates are used, and why numbers can differ between time periods and filters.
- [Contacts](https://help.getaccept.com/en/articles/5451600-contacts.md): How to create, view, and update contact information
- [How to Sign a Document Sent to You](https://help.getaccept.com/en/articles/12991208-how-to-sign-a-document-sent-to-you.md): Learn how to open, review, and sign a document sent to you through GetAccept, including available signing methods and what happens after you sign.
- [Electronic signature](https://help.getaccept.com/en/articles/7990521-electronic-signature.md): A guide explaining more about the electronic signature
- [What Happens When a Document Has Been Fully Signed?](https://help.getaccept.com/en/articles/6166230-what-happens-when-a-document-has-been-fully-signed.md): Important information about signed documents
- [How to open exported report data in Excel](https://help.getaccept.com/en/articles/3530475-how-to-open-exported-report-data-in-excel.md): Import and open CSV report exports from GetAccept into Excel with proper formatting.
- [Understanding Signing Certificate Timestamps](https://help.getaccept.com/en/articles/5753293-understanding-signing-certificate-timestamps.md): Learn why signing certificates display UTC+00:00 timestamps and how to interpret them for international agreements.
- [Role & Signing Order Overview](https://help.getaccept.com/en/articles/5633881-role-signing-order-overview.md): Learn how recipient roles, signing order, sender signing options, and verification methods work together to control your document’s approval and signing flow.
- [Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending \(E-sign plan\)](https://help.getaccept.com/en/articles/9202519-document-management-for-recipients-adding-signature-transfers-role-change-and-reminder-sending-e-sign-plan.md): Adding recipients, Signature Transfers, Role Switching, and Reminder Sending \(eSign plan\)
- [Document interaction](https://help.getaccept.com/en/articles/5480317-document-interaction.md): Download document, print document, use the chat, forward a document, call the sender, commenting feature
- [Opening a document sent to you](https://help.getaccept.com/en/articles/1554095-opening-a-document-sent-to-you.md): How to view the document sent to you via GetAccept as an email, Hyperlink and SMS
- [How Document Engagement Works](https://help.getaccept.com/en/articles/12960159-how-document-engagement-works.md): Overview of how GetAccept’s document engagement features work, including video, chat automation, viewer identification, and communication templates.
- [Understanding Document Lifecycle](https://help.getaccept.com/en/articles/12984762-understanding-document-lifecycle.md): Understand the document lifecycle from draft to sealed, including how to update sent documents, when new versions are needed, and how lost, deleted, and recalled statuses differ.
- [Enable and configure Norwegian BankID signing \(NBIES\) in GetAccept](https://help.getaccept.com/en/articles/15070226-enable-and-configure-norwegian-bankid-signing-nbies-in-getaccept.md): How to enable and configure Norwegian BankID \(NBIES\) signing in GetAccept, including per-document setup and personal number matching.
- [Understanding Document Settings](https://help.getaccept.com/en/articles/12960644-understanding-document-settings.md): Learn how document settings control visibility, privacy, signing rules, ownership, and expiration to ensure secure and accurate document workflows.
- [How to activate Electronic Identification \(eID\) signing for a document](https://help.getaccept.com/en/articles/5258331-how-to-activate-electronic-identification-eid-signing-for-a-document.md): How to activate Electronic Identification \(eID\) signing for a send-out
- [Merge Variable List](https://help.getaccept.com/en/articles/1615353-merge-variable-list.md): Use these merge tags with variables to personalize your send outs
- [How to Duplicate or Reuse a Template](https://help.getaccept.com/en/articles/12681718-how-to-duplicate-or-reuse-a-template.md): Learn how to duplicate templates, convert documents into templates, and save reusable content for consistent and efficient document creation.
- [What is the difference between your document types?](https://help.getaccept.com/en/articles/9188193-what-is-the-difference-between-your-document-types.md): What different document types you can choose from if you are on Sales or Business app mode
- [How to change the owner of a document](https://help.getaccept.com/en/articles/9064269-how-to-change-the-owner-of-a-document.md): A guide on how to change ownership of a document in draft and when it is signed
- [Documents - Bulk actions](https://help.getaccept.com/en/articles/6652341-documents-bulk-actions.md): How to bulk select documents to edit/manage
- [How to replace roles with a recipient](https://help.getaccept.com/en/articles/6655131-how-to-replace-roles-with-a-recipient.md): What to do when you get prompted to replace a role with a recipient when trying to send a document.
- [Understanding Document Statuses in GetAccept](https://help.getaccept.com/en/articles/6132526-understanding-document-statuses-in-getaccept.md): List of different statuses shown on document/recipient level
- [Allow access to your webcam](https://help.getaccept.com/en/articles/5615183-allow-access-to-your-webcam.md): How to give GetAccept access to use your webcam
- [Issues related to the document](https://help.getaccept.com/en/articles/4175027-issues-related-to-the-document.md): Explains the most common issues related to documents
- [How to create and save your handwritten signature](https://help.getaccept.com/en/articles/2883415-how-to-create-and-save-your-handwritten-signature.md): How to create and save your handwritten signature for future use
- [What document formats are you supporting?](https://help.getaccept.com/en/articles/2387366-what-document-formats-are-you-supporting.md): GetAccept support uploading of almost any kind of files, including the most common: .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx, .jpeg, .png
- [How to sign documents in person](https://help.getaccept.com/en/articles/1204227-how-to-sign-documents-in-person.md): Opening documents on your device for recipients to sign in-person
- [What happens to active documents when you delete a user?](https://help.getaccept.com/en/articles/5106006-what-happens-to-active-documents-when-you-delete-a-user.md): Understand document status and management options when a user account is deleted from GetAccept.
- [SMS Countries](https://help.getaccept.com/en/articles/7104875-sms-countries.md): A list of countries to which you can send SMS/Text messages today.
- [Managing Sent Documents: Engagement & Analytics](https://help.getaccept.com/en/articles/9984272-managing-sent-documents-engagement-analytics.md): Track document engagement metrics and analytics to see when clients view, interact with, and review your sent documents.
- [Fix a document signed without BankID](https://help.getaccept.com/en/articles/13750124-fix-a-document-signed-without-bankid.md): Learn how to identify if a recipient signed using Electronic Identification \(eID\) and how to resolve documents missing a personnummer \(SSN\).
- [Manage email recipients for signed contracts](https://help.getaccept.com/en/articles/14740785-manage-email-recipients-for-signed-contracts.md): Control who receives the signed PDF copy after a contract is signed, and understand recipient notification settings.
- [Bulk-assign recipients and roles to form fields](https://help.getaccept.com/en/articles/15010670-bulk-assign-recipients-and-roles-to-form-fields.md)
- [Enable SMS verification for document signing](https://help.getaccept.com/en/articles/14740813-enable-sms-verification-for-document-signing.md): Add an extra security layer by requiring recipients to verify via SMS code before signing documents.
- [Choose a specific eID method for each recipient](https://help.getaccept.com/en/articles/15500269-choose-a-specific-eid-method-for-each-recipient.md): Set the exact Electronic Identification provider each recipient must use to sign, instead of letting them choose from the full list.
- [Verify signers with Electronic Identification \(eID & BankID\)](https://help.getaccept.com/en/articles/13750039-verify-signers-with-electronic-identification-eid-bankid.md): Enable BankID, MitID, or FTN to verify recipient identities and capture social security numbers on your GetAccept signing certificates.
- [Supported eID by country](https://help.getaccept.com/en/articles/12984682-supported-eid-by-country.md): View all supported Nordic eID methods including BankID \(SE/NO\), MitID \(DK\), and FTN \(FI\) for legally binding, high-assurance signing.
- [Finnish Trust Network \(FTN\)](https://help.getaccept.com/en/articles/12156733-finnish-trust-network-ftn.md): Learn which electronic ID methods are available for signing documents securely in different countries.
- [Qualified Electronic Signature](https://help.getaccept.com/en/articles/8544195-qualified-electronic-signature.md): Use QES to meet the highest legal signing standards \(eIDAS\) for sensitive documents like annual reports and real estate contracts.
- [Enable QES BankID signing for contracts](https://help.getaccept.com/en/articles/14740800-enable-qes-bankid-signing-for-contracts.md): Set up Qualified Electronic Signature \(QES\) BankID for legally binding contract signatures in Norway.
- [Use AI Contract Management to extract and organize contract data](https://help.getaccept.com/en/articles/14076563-use-ai-contract-management-to-extract-and-organize-contract-data.md): Learn how AI Contract Management automatically extracts important data from your contracts so you can track renewals, notice periods, and key details without manually reviewing contracts.
- [Upload and scan contracts with AI Contract Management](https://help.getaccept.com/en/articles/14077129-upload-and-scan-contracts-with-ai-contract-management.md): Learn how to upload contracts to GetAccept and automatically extract key data using AI Contract Management.
- [Review and edit AI-extracted contract data](https://help.getaccept.com/en/articles/14077142-review-and-edit-ai-extracted-contract-data.md): Learn how to review, verify, and update the contract data extracted by AI in Contract Management.
- [AI Contract Management](https://help.getaccept.com/en/articles/14321885-ai-contract-management.md): Use AI Contract Management to extract key contract data automatically, track renewals and notice periods, and stay on top of contracts that need action.
- [Manage Documents in Contract Management](https://help.getaccept.com/en/articles/14734112-manage-documents-in-contract-management.md): Upload signed contracts, edit details, organize with folders, search, filter, and manage reminders.
- [Manage Documents and Folders in Archive](https://help.getaccept.com/en/articles/14734110-manage-documents-and-folders-in-archive.md): Upload, organize, download, and delete signed contracts in your Archive. Create folders, add tags, and manage your contract library.

## AI

- [GetAccept AI Prompt Template](https://help.getaccept.com/en/articles/10627519-getaccept-ai-prompt-template.md): Create custom AI prompts to automate tasks like summaries and action points in your documents.
- [Understanding your free AI token allowance](https://help.getaccept.com/en/articles/15500282-understanding-your-free-ai-token-allowance.md): How free AI usage works in GetAccept after the move from per-entity sessions to per-user monthly token allowance.
- [How to Use GetAccept's Inline AI Editor](https://help.getaccept.com/en/articles/10162666-how-to-use-getaccept-s-inline-ai-editor.md): Discover how to use GetAccept's AI-powered inline editor to create and edit documents faster and smarter.
- [Smart Content in GetAccept](https://help.getaccept.com/en/articles/12354258-smart-content-in-getaccept.md): Generate personalized content for your Deal Rooms and Contracts with AI-powered editing and templates.
- [Set up your AI knowledge base](https://help.getaccept.com/en/articles/13544969-set-up-your-ai-knowledge-base.md): Teach GetAccept AI about your business to generate accurate, on-brand content that reflects how your team actually sells.

## Editor

- [How to add our dynamic merge tags to the editor](https://help.getaccept.com/en/articles/8005306-how-to-add-our-dynamic-merge-tags-to-the-editor.md): How to add our dynamic merge tags to the editor to fetch data about the entity, document, the sender, and the recipient\(s\)
- [Page Break Logic](https://help.getaccept.com/en/articles/13052766-page-break-logic.md): Understand how GetAccept determines page breaks in the Editor, how block structure affects layout, and how to design content for consistent PDF output.
- [How to use the Text element in the Editor](https://help.getaccept.com/en/articles/13176345-how-to-use-the-text-element-in-the-editor.md): Use the Text element to add, format, and lock written content while using merge tags to pull dynamic data into your documents.
- [Add and edit images in the Editor](https://help.getaccept.com/en/articles/13176398-add-and-edit-images-in-the-editor.md): Use the Image element to upload visuals, crop images, and customize layouts within your GetAccept Deal Rooms and contracts.
- [Divider element in the Editor](https://help.getaccept.com/en/articles/13176509-divider-element-in-the-editor.md): Learn how the Divider element works in the GetAccept Editor to separate and structure content.
- [Text input element in the Editor](https://help.getaccept.com/en/articles/13177029-text-input-element-in-the-editor.md): Learn how the Text Input element works in the GetAccept Editor to collect written input.
- [Table element in the Editor](https://help.getaccept.com/en/articles/13184717-table-element-in-the-editor.md): Overview of the Table element in the GetAccept Editor and how it's used to organize content into rows and columns.
- [Lock and Unlock Elements, Sections, and Blocks](https://help.getaccept.com/en/articles/10010218-lock-and-unlock-elements-sections-and-blocks.md): Lock pricing tables, content, room sections, and contract blocks to protect important information and prevent accidental changes during the sales process.
- [How to Use Conditional Content](https://help.getaccept.com/en/articles/10725743-how-to-use-conditional-content.md): Automate document creation with dynamic content rules
- [Custom Data Properties](https://help.getaccept.com/en/articles/11496690-custom-data-properties.md): Understand how to create custom data properties that extend your documents beyond standard fields.
- [Understand merge fields in the Editor](https://help.getaccept.com/en/articles/14740791-understand-merge-fields-in-the-editor.md): Learn what merge fields are, how to add them to documents, and how they pull data from your CRM or GetAccept.
- [Dropdown element in the Editor](https://help.getaccept.com/en/articles/13177073-dropdown-element-in-the-editor.md): Learn how the Dropdown element works in the GetAccept Editor to collect structured selections.
- [Checkbox element in the Editor](https://help.getaccept.com/en/articles/13177149-checkbox-element-in-the-editor.md): Learn how the Checkbox element works in the GetAccept Editor to collect confirmations and selections.
- [Email input element in the Editor](https://help.getaccept.com/en/articles/13184609-email-input-element-in-the-editor.md): Learn how the Email Input element works in the GetAccept Editor to collect and validate email addresses.
- [Date input element in the Editor](https://help.getaccept.com/en/articles/13184644-date-input-element-in-the-editor.md): Learn how the Date Input element works in the GetAccept Editor to collect dates accurately.
- [Use RegEx to validate recipient input](https://help.getaccept.com/en/articles/13673270-use-regex-to-validate-recipient-input.md): Use RegEx validation to ensure recipients enter data in the correct format, reducing errors and follow-up work.
- [Editor Form Validation](https://help.getaccept.com/en/articles/10045591-editor-form-validation.md): How to Guide Recipients to Enter Well-Formatted Data Using Regular Expressions
- [Columns layout in the Editor](https://help.getaccept.com/en/articles/13176609-columns-layout-in-the-editor.md): Learn how the Columns layout works in the GetAccept Editor to organize content into multiple columns.
- [Image & Text element in the Editor](https://help.getaccept.com/en/articles/13177002-image-text-element-in-the-editor.md): Learn how the Image & Text element works in the GetAccept Editor to combine images and text side by side.
- [Signature element in the Editor](https://help.getaccept.com/en/articles/13177229-signature-element-in-the-editor.md): Learn how the Signature element works in the GetAccept Editor to place signatures directly in contract content.

## Pricing & Products

- [Add a Pricing Table](https://help.getaccept.com/en/articles/13385361-add-a-pricing-table.md): Learn how to insert a Pricing Table into a document or template and start adding pricing.
- [Pricing Table Settings](https://help.getaccept.com/en/articles/13385554-pricing-table-settings.md): Configure pricing table calculations, currency formatting, and decimal places to match your pricing display preferences.
- [Pricing Groups in Pricing Tables](https://help.getaccept.com/en/articles/13385715-pricing-groups-in-pricing-tables.md): Organize pricing table items into groups, control visibility, and display subtotals for better pricing clarity.
- [Add Products to a Pricing Table](https://help.getaccept.com/en/articles/13390080-add-products-to-a-pricing-table.md): Learn how to add, edit, and manage product rows in pricing tables with quantities, images, and optional settings.
- [Adding Discounts and Taxes](https://help.getaccept.com/en/articles/13390160-adding-discounts-and-taxes.md): Learn how to apply discounts and taxes at multiple levels in pricing tables and configure visibility settings.
- [Variable Quantity and Optional Products](https://help.getaccept.com/en/articles/13396487-variable-quantity-and-optional-products.md): Configure pricing table rows to allow recipients to adjust quantities and select optional products.
- [Product Properties vs Custom Columns](https://help.getaccept.com/en/articles/13396520-product-properties-vs-custom-columns.md): Learn when to use Product Properties or Custom Columns to customize your pricing tables.
- [Pricing Table Summary](https://help.getaccept.com/en/articles/13396912-pricing-table-summary.md): Combine totals from multiple pricing tables into a single summary element that displays the overall amount.
- [How to Use the Pricing Table](https://help.getaccept.com/en/articles/5921160-how-to-use-the-pricing-table.md): Learn how to add and customize pricing tables in the Editor to display products, pricing, and totals in your proposals and contracts.
- [Product images in pricing tables](https://help.getaccept.com/en/articles/13406542-product-images-in-pricing-tables.md): Control where and how product images display in your pricing tables across templates and integrations.
- [Products – Overview](https://help.getaccept.com/en/articles/12811111-products-overview.md): Manage the products you use in pricing tables inside GetAccept.
- [Set Up a Pricing Table for Integrations](https://help.getaccept.com/en/articles/12808812-set-up-a-pricing-table-for-integrations.md): Create and configure a GetAccept template ready to connect with your CRM products or CPQ system.
- [Using the Product Library](https://help.getaccept.com/en/articles/13397048-using-the-product-library.md): Understand how to organize and manage reusable products and services in your library for consistent pricing across proposals.

## Account Settings

- [How to set up and manage an entity](https://help.getaccept.com/en/articles/9459406-how-to-set-up-and-manage-an-entity.md): Set up and manage your GetAccept entities to organize your team, branding, and company data in one central location.
- [How to set up security settings](https://help.getaccept.com/en/articles/9459433-how-to-set-up-security-settings.md): Configure your account's security and privacy settings to protect sensitive data and ensure regulatory compliance.
- [How to set up your subscription and billing settings](https://help.getaccept.com/en/articles/9459437-how-to-set-up-your-subscription-and-billing-settings.md): Manage your licenses, track document usage, and update your billing details to keep your GetAccept account running smoothly.
- [Integrations settings](https://help.getaccept.com/en/articles/8094995-integrations-settings.md): How to find and connect integrations within the platform
- [BCC for Customer-Facing Emails](https://help.getaccept.com/en/articles/11098506-bcc-for-customer-facing-emails.md): Set up automatic BCC for customer emails sent from GetAccept to track communications and maintain compliance.
- [Bulk Upload & Download Contact List](https://help.getaccept.com/en/articles/6652261-bulk-upload-download-contact-list.md): How to import your contact list into GetAccept and How to bulk download your contacts
- [Add more licenses to your account](https://help.getaccept.com/en/articles/6559960-add-more-licenses-to-your-account.md): Purchase additional user seats for your GetAccept subscription.
- [Downgrading the account](https://help.getaccept.com/en/articles/6324840-downgrading-the-account.md): What happens to my account and documents once I’ve canceled my subscription?
- [How to Upgrade Your Account](https://help.getaccept.com/en/articles/5451405-how-to-upgrade-your-account.md): Understand GetAccept plan tiers and upgrade your subscription to access advanced features.
- [Update the billing email for your entity](https://help.getaccept.com/en/articles/5312397-update-the-billing-email-for-your-entity.md): Learn how to change the email address where GetAccept sends billing invoices and payment notifications.
- [How to set up Billing, payment, and check your billing history](https://help.getaccept.com/en/articles/4983090-how-to-set-up-billing-payment-and-check-your-billing-history.md): How you can add a credit card to your GetAccept account to get billed with ease. Set up billing information and check your billing history.
- [Supported browsers](https://help.getaccept.com/en/articles/4842765-supported-browsers.md): What mobile and desktop browsers GetAccept support
- [How to update a template and keep the existing fields](https://help.getaccept.com/en/articles/1746282-how-to-update-a-template-and-keep-the-existing-fields.md): How to make changes to your templates' docs without redoing fields
- [Advanced branding and customization](https://help.getaccept.com/en/articles/9459427-advanced-branding-and-customization.md): Go beyond the basics to master accessibility, background aesthetics, and the participant entry experience for your workspace.
- [Personalize your Deal Room introduction](https://help.getaccept.com/en/articles/10824637-personalize-your-deal-room-introduction.md): Customize your Deal Room opening with branding and buyer logos to create a personalized first impression that builds trust.
- [Record and Use Video in GetAccept](https://help.getaccept.com/en/articles/12007483-record-and-use-video-in-getaccept.md): Record and embed videos directly in your contracts and deal rooms to add personality to your sales process.
- [Entity Default Document Settings](https://help.getaccept.com/en/articles/13224599-entity-default-document-settings.md): Configure default document behavior, signing options, reminders, and notifications for all documents created in your entity.
- [How to create a GetAccept Account](https://help.getaccept.com/en/articles/5451396-how-to-create-a-getaccept-account.md): Sign up for GetAccept, verify your email, and get started with your first document or Deal Room.
- [How to enable two-factor authentication](https://help.getaccept.com/en/articles/5151177-how-to-enable-two-factor-authentication.md): An installation guide for two-factor authentication and how it works.
- [How to create Email Templates and how to change the text on the button in the email](https://help.getaccept.com/en/articles/5172895-how-to-create-email-templates-and-how-to-change-the-text-on-the-button-in-the-email.md): A guide on how to create email templates for multiple sending options.
- [What languages are supported?](https://help.getaccept.com/en/articles/2393320-what-languages-are-supported.md): Learn which languages we support, both from a user and recipient end
- [Manage email verification and two-factor authentication](https://help.getaccept.com/en/articles/14741034-manage-email-verification-and-two-factor-authentication.md): Learn how email verification protects your account and how to manage two-factor authentication settings.
- [Add Users to Your Account](https://help.getaccept.com/en/articles/9459422-add-users-to-your-account.md): Learn how to invite new team members, manage user roles, and free up licenses by deactivating users within your entity.
- [How to create teams](https://help.getaccept.com/en/articles/9459419-how-to-create-teams.md): How to set up Group your users into teams to organize your entity, manage content permissions, and simplify reporting.
- [Manage User Roles and Permissions](https://help.getaccept.com/en/articles/1273796-manage-user-roles-and-permissions.md): Manage access to the Dashboard, Dealboard, and account settings by assigning Admin, Manager, or User roles to your team members.
- [How to make it so users can't send documents from the web application](https://help.getaccept.com/en/articles/2211476-how-to-make-it-so-users-can-t-send-documents-from-the-web-application.md): How to make it so users can't send from the web application
- [Manage your personal profile](https://help.getaccept.com/en/articles/13224471-manage-your-personal-profile.md): Keep your profile details, photo, and meeting links updated to ensure your digital business card remains professional and accurate.
- [Set your language in GetAccept](https://help.getaccept.com/en/articles/13743862-set-your-language-in-getaccept.md): Manage your language settings for users, entities, and recipients.
- [How to set up document settings](https://help.getaccept.com/en/articles/900709-how-to-set-up-document-settings.md): Configure your entity's default document, signing, and notification settings to automate your workflow and maintain a consistent experience.
- [Configure template-level reminders](https://help.getaccept.com/en/articles/15202535-configure-template-level-reminders.md): Set automated reminder timing on a template so documents created from it inherit the right follow-up cadence automatically.
- [How to create and use communication templates](https://help.getaccept.com/en/articles/9459410-how-to-create-and-use-communication-templates.md): Create and manage communication templates to standardize your messaging and deliver a personalized experience across every send-out.
- [How to create and manage email templates](https://help.getaccept.com/en/articles/9459431-how-to-create-and-manage-email-templates.md): Create and customize branded email templates to ensure every client communication matches your company's professional look and feel.
- [How to set up and manage document tags](https://help.getaccept.com/en/articles/9459435-how-to-set-up-and-manage-document-tags.md): Set up tUse tags to categorize and filter your documents, making it easy to organize your contract library and track specific deal types.ags
- [Intro to GetAccept Contracts for Admins](https://help.getaccept.com/en/articles/9502064-intro-to-getaccept-contracts-for-admins.md): Understand your role as a GetAccept admin in managing contracts, workflows, and compliance across your organization.

## Integrations

- [Enhanced Domains in Salesforce](https://help.getaccept.com/en/articles/6951283-enhanced-domains-in-salesforce.md): Learn how Salesforce’s Enhanced Domains update affects the GetAccept integration and how to ensure your listener site continues working correctly after the change
- [Set up SSO for Salesforce with a 3rd party Identity Provider](https://help.getaccept.com/en/articles/9532566-set-up-sso-for-salesforce-with-a-3rd-party-identity-provider.md): Walk through of the steps required to set up Single Sign On with a third party Identity provider.
- [Set SSO with Salesforce as Identity Provider](https://help.getaccept.com/en/articles/9531554-set-sso-with-salesforce-as-identity-provider.md): Walk through of the steps required to set up Single Sign On with Salesforce as the Identity Provider and GetAccept as the service provider.
- [How to install GetAccept for Salesforce](https://help.getaccept.com/en/articles/3919900-how-to-install-getaccept-for-salesforce.md): Step-by-step guide to installing and configuring the GetAccept Salesforce integration.
- [Adding video to your Sendout in Salesforce](https://help.getaccept.com/en/articles/5074244-adding-video-to-your-sendout-in-salesforce.md): How to add a personal introductory video to your sendout
- [Deal Room with Salesforce](https://help.getaccept.com/en/articles/7731198-deal-room-with-salesforce.md): Create and manage your GetAccept Deal Room from our Salesforce integration
- [Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration](https://help.getaccept.com/en/articles/5553751-delivering-documents-by-sharing-a-link-with-getaccept-s-salesforce-integration.md): How to send documents out using a provided URL using GetAccept's Salesforce Integration
- [Viewing Document Analytics from Salesforce](https://help.getaccept.com/en/articles/5168814-viewing-document-analytics-from-salesforce.md): How to view the analytics and status of the sent document
- [Capturing Recipient Filled Data in Salesforce with Salesforce Flows](https://help.getaccept.com/en/articles/5756061-capturing-recipient-filled-data-in-salesforce-with-salesforce-flows.md): It is now possible to let your recipients fill in data in a GetAccept document and have that data saved back into Salesforce
- [How to add a GetAccept Flow Template in Salesforce](https://help.getaccept.com/en/articles/5085558-how-to-add-a-getaccept-flow-template-in-salesforce.md): Utilize a GetAccept Flow Template to automate your sales proces
- [How to create a follow-up task if the document remains in reviewed status in Salesforce](https://help.getaccept.com/en/articles/5267461-how-to-create-a-follow-up-task-if-the-document-remains-in-reviewed-status-in-salesforce.md): How to enable GetAccept Flow Template "GA0006: On Doc Remaining in Reviewed status".
- [Advanced Setup: Multiple Pricing Tables & Groups in Salesforce](https://help.getaccept.com/en/articles/12808980-advanced-setup-multiple-pricing-tables-groups-in-salesforce.md): Configure multiple pricing tables and group mappings to organize your CPQ data effectively.
- [Connect Pricing Tables in Salesforce](https://help.getaccept.com/en/articles/12808920-connect-pricing-tables-in-salesforce.md): Learn how to map Salesforce product and CPQ data to your GetAccept Pricing Tables.
- [Introduction to Pricing Tables & Pricing Groups in Salesforce](https://help.getaccept.com/en/articles/12808684-introduction-to-pricing-tables-pricing-groups-in-salesforce.md): Learn how to connect Salesforce CPQ data to GetAccept Pricing Tables.
- [Use Salesforce Images in GetAccept](https://help.getaccept.com/en/articles/13351025-use-salesforce-images-in-getaccept.md): Push images from Salesforce into GetAccept's image element.
- [How to use Pricing Tables & Pricing Groups within Salesforce](https://help.getaccept.com/en/articles/7176286-how-to-use-pricing-tables-pricing-groups-within-salesforce.md): Learn how to connect Salesforce CPQ data to GetAccept pricing tables.
- [The GetAccept Admin app for Salesforce](https://help.getaccept.com/en/articles/5756026-the-getaccept-admin-app-for-salesforce.md): Learn about the GetAccept Admin App, the central control hub for your Salesforce integration.
- [Updating GetAccept for Salesforce](https://help.getaccept.com/en/articles/4686433-updating-getaccept-for-salesforce.md): Ensure you have the most recent version of our GetAccept app for Salesforce. This quick guide runs through the steps required to update.
- [Salesforce Status Update & Signed Document Upload Troubleshooting](https://help.getaccept.com/en/articles/5276353-salesforce-status-update-signed-document-upload-troubleshooting.md): If you cannot see status updates after a customer has opened or signed a document or if a signed document is not uploading to Salesforce.
- [Map new stakeholders with GetAccept and salesforce leads](https://help.getaccept.com/en/articles/5756039-map-new-stakeholders-with-getaccept-and-salesforce-leads.md): Learn how you can capture information into Salesforce on contacts that get forwarded a GetAccept document
- [Finding files in the Global folder in Salesforce](https://help.getaccept.com/en/articles/6044169-finding-files-in-the-global-folder-in-salesforce.md): Setup to use globally available files within the GetAccept integration in Salesforce
- [Accessing GetAccept merge tags within Salesforce](https://help.getaccept.com/en/articles/1780908-accessing-getaccept-merge-tags-within-salesforce.md): How to auto-populate your GetAccept template with SFDC data
- [Automate GetAccept workflows based on Salesforce data](https://help.getaccept.com/en/articles/14741932-automate-getaccept-workflows-based-on-salesforce-data.md): Optimize your sales workflow by using Salesforce data to automate Deal Room and Contract creation in GetAccept.
- [Capturing Recipient Filled Data in Salesforce](https://help.getaccept.com/en/articles/12425551-capturing-recipient-filled-data-in-salesforce.md): It is now possible to let your recipients fill in data in a GetAccept document and have that data saved back into Salesforce
- [Connect Salesforce with GetAccept Automation](https://help.getaccept.com/en/articles/9862894-connect-salesforce-with-getaccept-automation.md): Connect Salesforce to GetAccept Automation to streamline deal workflows and sync data between platforms without manual entry.
- [Support for Syncing GetAccept Event Data into Activity Timeline](https://help.getaccept.com/en/articles/10501662-support-for-syncing-getaccept-event-data-into-activity-timeline.md): Learn how GetAccept syncs deal and contract activity data into Salesforce so your team can access all information in one place.
- [Template selection based on Salesforce data](https://help.getaccept.com/en/articles/10305271-template-selection-based-on-salesforce-data.md): Use our conditional set up in Salesforce to select or suggest GetAccept templates based on what's happening in Salesforce
- [Using Formatted Rich Text from Salesforce in Your Deal or Contract Room](https://help.getaccept.com/en/articles/11018468-using-formatted-rich-text-from-salesforce-in-your-deal-or-contract-room.md): Learn how to pull formatted text from Salesforce into your Deal or Contract Room while keeping the original formatting intact.
- [Add contacts, files, approvers and more based on HubSpot data](https://help.getaccept.com/en/articles/15868954-add-contacts-files-approvers-and-more-based-on-hubspot-data.md): Use our conditional set up in HubSpot to ensure GetAccept is working based on what's happening in HubSpot automatically
- [Enable GetAccept Chrome Extension for HubSpot](https://help.getaccept.com/en/articles/4033538-enable-getaccept-chrome-extension-for-hubspot.md): Learn how to connect GetAccept to HubSpot CRM so you can deliver documents right within HubSpot
- [Connecting GetAccept to HubSpot](https://help.getaccept.com/en/articles/10766633-connecting-getaccept-to-hubspot.md): Learn how to connect GetAccept to HubSpot so you can build your Digital Sales Room and deliver documents right within HubSpot
- [Enable GetAccept's Custom Objects in HubSpot](https://help.getaccept.com/en/articles/11666274-enable-getaccept-s-custom-objects-in-hubspot.md): Sync GetAccept buyer data from your Deal rooms and contracts into HubSpot in real-time
- [Disconnect GetAccept from HubSpot](https://help.getaccept.com/en/articles/11394096-disconnect-getaccept-from-hubspot.md): Remove your HubSpot integration from GetAccept when you no longer need the connection between the two platforms.
- [HubSpot extension troubleshooting](https://help.getaccept.com/en/articles/3493754-hubspot-extension-troubleshooting.md): How to fix errors related to the HubSpot extension
- [How to Connect HubSpot with GetAccept Automation](https://help.getaccept.com/en/articles/9790287-how-to-connect-hubspot-with-getaccept-automation.md): Learn how to connect HubSpot to GetAccept Automation, including setup, authentication, and troubleshooting.
- [How to create a Deal Room from HubSpot via GetAccept](https://help.getaccept.com/en/articles/11204216-how-to-create-a-deal-room-from-hubspot-via-getaccept.md): Create Deal Rooms to manage your sales process from HubSpot with GetAccept
- [How to Send a Document from HubSpot via GetAccept](https://help.getaccept.com/en/articles/11203790-how-to-send-a-document-from-hubspot-via-getaccept.md): A step by step guide when creating a sendout from the HubSpot integration
- [Chrome Extension: Deal Room with HubSpot](https://help.getaccept.com/en/articles/7930524-chrome-extension-deal-room-with-hubspot.md): Create and manage your GetAccept Deal Room from our HubSpot integration
- [How to Send a Document from HubSpot via GetAccept's Chrome Extension](https://help.getaccept.com/en/articles/6788138-how-to-send-a-document-from-hubspot-via-getaccept-s-chrome-extension.md): A step by step guide when creating a sendout from the HubSpot integration
- [Template selection based on HubSpot data](https://help.getaccept.com/en/articles/13127162-template-selection-based-on-hubspot-data.md): Use our conditional set up in HubSpot to select or suggest GetAccept templates based on what's happening in HubSpot
- [How to Set Up Pricing Tables and Groups from HubSpot via GetAccept's Chrome Extension](https://help.getaccept.com/en/articles/10125103-how-to-set-up-pricing-tables-and-groups-from-hubspot-via-getaccept-s-chrome-extension.md): Configure your HubSpot pricing tables and product groups using GetAccept's Chrome extension to streamline proposal creation.
- [Set Up Pricing Tables and Groups from HubSpot](https://help.getaccept.com/en/articles/11203940-set-up-pricing-tables-and-groups-from-hubspot.md): Set up pricing profiles, configure pricing groups for recurring and one-time products, and map HubSpot line items to GetAccept pricing tables.
- [How to Configure Optional & Variable Products for HubSpot, Pipedrive, and Upsales](https://help.getaccept.com/en/articles/10824492-how-to-configure-optional-variable-products-for-hubspot-pipedrive-and-upsales.md): Configure optional and variable products in pricing tables for HubSpot, Pipedrive, and Upsales integrations.
- [Capturing Recipient Filled Data in HubSpot](https://help.getaccept.com/en/articles/11204176-capturing-recipient-filled-data-in-hubspot.md): We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in HubSpot
- [Syncing HubSpot data with GetAccept merge tags](https://help.getaccept.com/en/articles/8596318-syncing-hubspot-data-with-getaccept-merge-tags.md): Sync specific data from HubSpot to your GetAccept documents by using custom merge tags to automate your personalized contracts.
- [Enable GetAccept Deal Room Overview App Card in HubSpot](https://help.getaccept.com/en/articles/12750712-enable-getaccept-deal-room-overview-app-card-in-hubspot.md): Add an overview of your Deal Rooms in the middle tab of your HubSpot objects
- [Capturing Recipient Filled Data in HubSpot via GetAccept's Chrome Extension](https://help.getaccept.com/en/articles/10066919-capturing-recipient-filled-data-in-hubspot-via-getaccept-s-chrome-extension.md): We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in HubSpot
- [Enable GetAccept's App Objects in HubSpot](https://help.getaccept.com/en/articles/14286190-enable-getaccept-s-app-objects-in-hubspot.md): Sync GetAccept buyer data from your Deal rooms and contracts into HubSpot in real-time
- [HubSpot Workflow - Update Deal stage on Document Signed](https://help.getaccept.com/en/articles/5459845-hubspot-workflow-update-deal-stage-on-document-signed.md): Use workflow triggers in HubSpot to update Deal stage based on GetAccept document signed event
- [Trigger HubSpot workflows from a GetAccept document](https://help.getaccept.com/en/articles/3747833-trigger-hubspot-workflows-from-a-getaccept-document.md): Use smart workflow triggers in Hubspot based on document actions
- [Update HubSpot properties based on GetAccept Events](https://help.getaccept.com/en/articles/11508482-update-hubspot-properties-based-on-getaccept-events.md): Use our new Event sync profiles to update HubSpot properties based on GetAccept events like Contract Signed or Deal Room visited
- [Using GetAccept Actions for HubSpot Workflows](https://help.getaccept.com/en/articles/11411347-using-getaccept-actions-for-hubspot-workflows.md): Enable GetAccept actions based on HubSpot events when working with Workflows.
- [Deal Room Automation with HubSpot Workflows](https://help.getaccept.com/en/articles/12095016-deal-room-automation-with-hubspot-workflows.md): Enable GetAccept actions for Deal Rooms based on HubSpot events when working with Workflows.
- [LimeCRM Web client](https://help.getaccept.com/en/articles/6956001-limecrm-web-client.md): A guide to navigate through LimeCRM Web client
- [LimeCRM Desktop](https://help.getaccept.com/en/articles/6955997-limecrm-desktop.md): A guide to navigate through LimeCRM Desktop client
- [New GetAccept integration for Pipedrive](https://help.getaccept.com/en/articles/8424746-new-getaccept-integration-for-pipedrive.md): Learn how to install the new version and have a smoother sales flow from within your Pipedrive CRM.
- [Getting started with Pipedrive](https://help.getaccept.com/en/articles/6674016-getting-started-with-pipedrive.md): A step by step guide when creating a sendout from the Pipedrive integration
- [How to fetch merge tags from the Pipedrive integration](https://help.getaccept.com/en/articles/8662151-how-to-fetch-merge-tags-from-the-pipedrive-integration.md): A guide explaining how you can access merge tags to fetch data from Pipedrive
- [Use Pricing Tables & Pricing Groups within Pipedrive](https://help.getaccept.com/en/articles/9310267-use-pricing-tables-pricing-groups-within-pipedrive.md): Learn how to connect Pipedrive Product Line Items to GetAccept pricing tables and groups.
- [Use Pricing Tables within Pipedrive](https://help.getaccept.com/en/articles/9310277-use-pricing-tables-within-pipedrive.md): Learn how to connect Pipedrive Line Item data to GetAccept pricing tables.
- [Capturing Recipient Filled Data in Pipedrive](https://help.getaccept.com/en/articles/10190904-capturing-recipient-filled-data-in-pipedrive.md): We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Pipedrive
- [Update Pipedrive properties based on GetAccept Events](https://help.getaccept.com/en/articles/11652784-update-pipedrive-properties-based-on-getaccept-events.md): Use our new Event sync profiles to update Pipedrive properties based on GetAccept events like Contract Signed or Deal Room visited
- [Template selection based on Pipedrive or Upsales data](https://help.getaccept.com/en/articles/13128512-template-selection-based-on-pipedrive-or-upsales-data.md): Use our conditional set up in Pipedrive or Upsales to select or suggest GetAccept templates based on what's happening in your CRM
- [Troubleshoot GetAccept and Pipedrive login issues](https://help.getaccept.com/en/articles/14740818-troubleshoot-getaccept-and-pipedrive-login-issues.md): Fix login and Chrome extension problems when using GetAccept with Pipedrive.
- [New GetAccept integration for Upsales](https://help.getaccept.com/en/articles/9188490-new-getaccept-integration-for-upsales.md): Learn how to install the new version and have a smoother sales flow from within your Upsales CRM.
- [Use Pricing Tables & Pricing Groups within Upsales](https://help.getaccept.com/en/articles/9310355-use-pricing-tables-pricing-groups-within-upsales.md): Learn how to connect Upsales Product Line Items to GetAccept pricing tables and groups.
- [Use Pricing Tables within Upsales](https://help.getaccept.com/en/articles/9310312-use-pricing-tables-within-upsales.md): Learn how to connect Upsales Line Item data to GetAccept pricing tables.
- [Capturing Recipient Filled Data in Upsales](https://help.getaccept.com/en/articles/10190897-capturing-recipient-filled-data-in-upsales.md): We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Upsales
- [Update Upsales properties based on GetAccept Events](https://help.getaccept.com/en/articles/11652791-update-upsales-properties-based-on-getaccept-events.md): Use our new Event sync profiles to update Upsales properties based on GetAccept events like Contract Signed or Deal Room visited
- [Use Pricing Tables & Pricing Groups within Microsoft Dynamics](https://help.getaccept.com/en/articles/7213835-use-pricing-tables-pricing-groups-within-microsoft-dynamics.md): Learn how to connect Microsoft Dynamics Product data to GetAccept pricing tables.
- [Use Dynamics Custom Entity data with GetAccept](https://help.getaccept.com/en/articles/7548900-use-dynamics-custom-entity-data-with-getaccept.md): Enable the use of data from custom objects with GetAccept for pricing tables and template merge tags
- [Merging MS Dynamics Data into Templates](https://help.getaccept.com/en/articles/5776704-merging-ms-dynamics-data-into-templates.md): How to auto-populate your GetAccept template with MS Dynamics data
- [Enable Sharepoint with GetAccept's MS Dynamics integration](https://help.getaccept.com/en/articles/11330843-enable-sharepoint-with-getaccept-s-ms-dynamics-integration.md): Add files from your sharepoint quickly when creating contracts from MS Dynamics with GetAccept
- [Installation of GetAccept's native integration for Microsoft Dynamics](https://help.getaccept.com/en/articles/12147221-installation-of-getaccept-s-native-integration-for-microsoft-dynamics.md): GetAccept's integration for Microsoft Dynamics allows you to send and track Contracts and Deal rooms from your Microsoft Dynamics.
- [Capturing Recipient Filled Data in Microsoft Dynamics](https://help.getaccept.com/en/articles/12156840-capturing-recipient-filled-data-in-microsoft-dynamics.md): We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Dynamics
- [Update Dynamics properties based on GetAccept Events](https://help.getaccept.com/en/articles/12165004-update-dynamics-properties-based-on-getaccept-events.md): Use our new Event sync profiles to update Microsoft Dynamics properties based on GetAccept events like Contract Signed or Deal Room visited
- [Template selection based on Microsoft Dynamics data](https://help.getaccept.com/en/articles/13127641-template-selection-based-on-microsoft-dynamics-data.md): Use our conditional set up in Microsoft Dynamics to select or suggest GetAccept templates based on what's happening in MSD
- [Use Microsoft Dynamics Images in GetAccept](https://help.getaccept.com/en/articles/13167060-use-microsoft-dynamics-images-in-getaccept.md): Push images from Dynamics into GetAccept's image element.
- [Enable GetAccept's Custom Objects in Microsoft Dynamics](https://help.getaccept.com/en/articles/14685912-enable-getaccept-s-custom-objects-in-microsoft-dynamics.md): Push Deal Room activity, document views, and signing events to custom Dynamics entities for Copilot and Power BI.
- [Support for Syncing GetAccept Event Data into Microsoft Dynamics Timeline](https://help.getaccept.com/en/articles/15550463-support-for-syncing-getaccept-event-data-into-microsoft-dynamics-timeline.md): Learn how GetAccept syncs deal and contract activity data into Microsoft Dynamics so your team can access all information in one place.
- [Install GetAccept for SuperOffice Integration 2.0](https://help.getaccept.com/en/articles/6693217-install-getaccept-for-superoffice-integration-2-0.md): Learn how to update your GetAccept for SuperOffice integration to the latest version
- [How to send documents through the SuperOffice integration](https://help.getaccept.com/en/articles/6741199-how-to-send-documents-through-the-superoffice-integration.md): Learn how to send documents with GetAccept through the SuperOffice integration.
- [Manage your settings in GetAccept for SuperOffice integration - what’s new](https://help.getaccept.com/en/articles/6696960-manage-your-settings-in-getaccept-for-superoffice-integration-what-s-new.md): Get an overview of what is new from an Admin and User perspective in the Manage panel in the GetAccept for SuperOffice integration.
- [How to add new users in the new GetAccept for SuperOffice integration](https://help.getaccept.com/en/articles/6697006-how-to-add-new-users-in-the-new-getaccept-for-superoffice-integration.md): Learn how to add new users in the new GetAccept for SuperOffice integration.
- [Connect to Close CRM](https://help.getaccept.com/en/articles/3444527-connect-to-close-crm.md): How to integrate Close to GetAccept
- [Creating a Zap with GetAccept](https://help.getaccept.com/en/articles/1738417-creating-a-zap-with-getaccept.md): How to use GetAccept as a trigger or action in your zap
- [Adding a Filter to Your Zap](https://help.getaccept.com/en/articles/1743704-adding-a-filter-to-your-zap.md): How to filter through data by creating an if...then statement
- [Hosting a Link for a Send Out Using Zapier](https://help.getaccept.com/en/articles/2251930-hosting-a-link-for-a-send-out-using-zapier.md): How to set up a Zap with GetAccept to host a link for a document
- [Updating deal stage in Freshsales with Zapier webhooks](https://help.getaccept.com/en/articles/4732974-updating-deal-stage-in-freshsales-with-zapier-webhooks.md): Explains how to update a deal's deal stage in Freshsales with Zapier
- [Custom integrations with Zapier](https://help.getaccept.com/en/articles/4729814-custom-integrations-with-zapier.md): How you can build custom integrations to systems like Fortnox with the help of Zapier
- [Saving signed documents in Sharepoint](https://help.getaccept.com/en/articles/4661226-saving-signed-documents-in-sharepoint.md): How to get signed documents automatically uploaded to Sharepoint
- [Saving signed document as a note attachment in Dynamics 365](https://help.getaccept.com/en/articles/6155573-saving-signed-document-as-a-note-attachment-in-dynamics-365.md): Use this guide to setup an automated workflow to add a signed PDF version of a document as a new note on a Dynamics 365 account.
- [Selecting Sharepoint document to send via GetAccept](https://help.getaccept.com/en/articles/4647480-selecting-sharepoint-document-to-send-via-getaccept.md): Explains how you can automate GetAccept sending directly from Sharepoint by the click of a button
- [Automatic user provisioning in Okta using SCIM](https://help.getaccept.com/en/articles/4450728-automatic-user-provisioning-in-okta-using-scim.md): Setup automatic provision of users and teams using SCIM \(System for Cross-Domain Identity Management\) in Okta.
- [Okta single sign-on \(SSO\) integration](https://help.getaccept.com/en/articles/4449528-okta-single-sign-on-sso-integration.md): In this tutorial, you'll learn how to integrate GetAccept with Okta.
- [Azure Active Directory single sign-on \(SSO\) integration](https://help.getaccept.com/en/articles/3325391-azure-active-directory-single-sign-on-sso-integration.md): In this tutorial, you'll learn how to integrate GetAccept with Azure Active Directory \(Azure AD\).
- [Automatic user provisioning in Azure AD using SCIM](https://help.getaccept.com/en/articles/3334384-automatic-user-provisioning-in-azure-ad-using-scim.md): Setup automatic provision of users and teams using SCIM \(System for Cross-Domain Identity Management\).
- [OneLogin single sign-on \(SSO\) integration](https://help.getaccept.com/en/articles/3700527-onelogin-single-sign-on-sso-integration.md): Configuring Single Sign-on \(SSO\) with OneLogin will allow your users to create and sign into their GetAccept accounts using OneLogin.
- [How to Connect Your GetAccept Account to Google Docs](https://help.getaccept.com/en/articles/1784714-how-to-connect-your-getaccept-account-to-google-docs.md): How to connect your GetAccept account to Google Docs
- [Google Doc Folders](https://help.getaccept.com/en/articles/1785051-google-doc-folders.md): How to manage your Google Doc Templates and Documents folders
- [Upload Signed Documents to Google Drive](https://help.getaccept.com/en/articles/3449964-upload-signed-documents-to-google-drive.md): How to upload documents into your Drive once they are signed
- [Add G2 Crowd reviews to your sendout](https://help.getaccept.com/en/articles/5908490-add-g2-crowd-reviews-to-your-sendout.md): Standout to customers by displaying G2 Crowd reviews in your sendout
- [Connecting to Authorize.net](https://help.getaccept.com/en/articles/5915875-connecting-to-authorize-net.md): Set up Authorize.net to collect payments from recipients after they sign your contracts.
- [Connecting to Stripe](https://help.getaccept.com/en/articles/1862438-connecting-to-stripe.md): How to collect payment after a document is signed by a recipient
- [Merge variables from Teamtailor](https://help.getaccept.com/en/articles/4612032-merge-variables-from-teamtailor.md): List of variables that can be fetched into a GetAccept template using the Teamtailor integration
- [Sympa HR integration](https://help.getaccept.com/en/articles/7210108-sympa-hr-integration.md): Read about our Sympa HR integration with GetAccept and how to install and configure it to eSign employment contracts etc.
- [HiBob Integration with GetAccept](https://help.getaccept.com/en/articles/12301081-hibob-integration-with-getaccept.md): Learn how to connect HiBob and GetAccept to streamline employee onboarding and document management.
- [Click-to-Call with Twilio](https://help.getaccept.com/en/articles/1306686-click-to-call-with-twilio.md): How to add a call button to your send outs
- [Importing documents to GetAccept via email](https://help.getaccept.com/en/articles/4682754-importing-documents-to-getaccept-via-email.md): How to import documents to GetAccept via email and json
- [Connecting GetAccept to Fathom](https://help.getaccept.com/en/articles/14402058-connecting-getaccept-to-fathom.md): Import Fathom meetings into GetAccept Deal Rooms
- [Connecting GetAccept to Garba](https://help.getaccept.com/en/articles/12944164-connecting-getaccept-to-garba.md): Import Garba meetings into GetAccept Deal Rooms
- [Connecting GetAccept to Airspeed](https://help.getaccept.com/en/articles/11882847-connecting-getaccept-to-airspeed.md): Import Airspeed meetings into GetAccept Deal Rooms
- [Connecting GetAccept to Gong](https://help.getaccept.com/en/articles/10110260-connecting-getaccept-to-gong.md): Learn how to connect GetAccept to Gong so you can provide buyer insights directly to Gong.
- [Connecting GetAccept to Google Meet](https://help.getaccept.com/en/articles/14998821-connecting-getaccept-to-google-meet.md)
- [Connecting GetAccept to Microsoft Teams](https://help.getaccept.com/en/articles/12983032-connecting-getaccept-to-microsoft-teams.md): Import Microsoft Teams meeting transcripts into GetAccept Deal Rooms
- [Connecting GetAccept to Salesloft](https://help.getaccept.com/en/articles/10938449-connecting-getaccept-to-salesloft.md): Learn how to connect GetAccept to Salesloft so you can provide buyer insights directly to Salesloft.
- [Connecting GetAccept to Slack](https://help.getaccept.com/en/articles/14722900-connecting-getaccept-to-slack.md): Learn how to connect GetAccept to Slack so you can provide real time updates and buyer insights from your Deal Rooms and Contracts directly to Slack.
- [Connecting GetAccept to Zoom](https://help.getaccept.com/en/articles/12380431-connecting-getaccept-to-zoom.md): Learn how to connect GetAccept to Zoom so you can provide buyer insights and meeting content directly inside Deal Rooms.
- [Connecting GetAccept to Trale](https://help.getaccept.com/en/articles/16098017-connecting-getaccept-to-trale.md): How to import meetings from Trale.ai

## FAQ

- [Manage users across sub-entities](https://help.getaccept.com/en/articles/7040644-manage-users-across-sub-entities.md): How to manage users across sub-entities
- [Field types for PDF](https://help.getaccept.com/en/articles/3672074-field-types-for-pdf.md): Explains what the GetAccept field types are and how they can be used
- [How to change the SMS sender name](https://help.getaccept.com/en/articles/5190435-how-to-change-the-sms-sender-name.md): Having trouble with your text message with an Alphanumerical sender/using your company name as a sender here is what you need to know.
- [My received documents](https://help.getaccept.com/en/articles/9117491-my-received-documents.md): An introduction to what my documents is and how you can use it
- [Licenses](https://help.getaccept.com/en/articles/8811423-licenses.md): How to buy a license \(e-sign, professional, enterprise\) and what different license types you can have for plan professional and enterprise.
- [Auto-populating a PDF template](https://help.getaccept.com/en/articles/1061091-auto-populating-a-pdf-template.md): How to auto fill a GetAccept template with data from your CRM
- [Downloading the Chrome Extension](https://help.getaccept.com/en/articles/1042546-downloading-the-chrome-extension.md): How to install the GetAccept Chrome Extension for your CRM

## Mobile App

- [How to record a video to the video library through the mobile app.](https://help.getaccept.com/en/articles/5426587-how-to-record-a-video-to-the-video-library-through-the-mobile-app.md): How to record a video to the video library through the mobile app.
- [How to send chat messages from the mobile app](https://help.getaccept.com/en/articles/1153657-how-to-send-chat-messages-from-the-mobile-app.md): How to send chat messages from the mobile app
- [How to update the expiration date on a sent document in the Mobile App](https://help.getaccept.com/en/articles/5444495-how-to-update-the-expiration-date-on-a-sent-document-in-the-mobile-app.md): How to update the expiration date on a sent-out document from the document action menu on the Mobile App
- [How to share a document link in the Mobile App](https://help.getaccept.com/en/articles/5447903-how-to-share-a-document-link-in-the-mobile-app.md): How to share a document link through the Mobile App
- [Deal Room in Mobile app](https://help.getaccept.com/en/articles/13193511-deal-room-in-mobile-app.md): View key Deal Room analytics and get activity notifications on the go
- [Manage Documents on the Mobile App](https://help.getaccept.com/en/articles/14734359-manage-documents-on-the-mobile-app.md): Find, preview, and manage your sent documents on the GetAccept mobile app.
- [Send Reminders from the Mobile App](https://help.getaccept.com/en/articles/14734361-send-reminders-from-the-mobile-app.md): Quickly send email, video, or SMS reminders to document recipients directly from your mobile device.
- [Get Started with the GetAccept Mobile App](https://help.getaccept.com/en/articles/14734116-get-started-with-the-getaccept-mobile-app.md): Download the mobile app and configure essential settings: push notifications, Dark Mode, language, and handwritten signature.

## Automation

- [How to Connect Microsoft Dynamics 365 with GetAccept Automation](https://help.getaccept.com/en/articles/9329386-how-to-connect-microsoft-dynamics-365-with-getaccept-automation.md): Learn how to connect Microsoft Dynamics 365 to GetAccept Automation, including setup, authentication, and troubleshooting tips.
- [How to Connect SharePoint to GetAccept Automation](https://help.getaccept.com/en/articles/9787130-how-to-connect-sharepoint-to-getaccept-automation.md): Learn how to connect SharePoint to GetAccept Automation, covering setup, authentication, permissions, and troubleshooting tips.
- [Getting Started with GetAccept Automation](https://help.getaccept.com/en/articles/9790347-getting-started-with-getaccept-automation.md): Learn how to sign up, log in, and navigate to your workspace in GetAccept Automation following your invitation.
- [How event-based CRM sync works in GetAccept](https://help.getaccept.com/en/articles/15057464-how-event-based-crm-sync-works-in-getaccept.md)
- [How to Connect Microsoft Excel to GetAccept Automation](https://help.getaccept.com/en/articles/16309760-how-to-connect-microsoft-excel-to-getaccept-automation.md): Learn how to connect Microsoft Excel to GetAccept Automation, including setup, authentication, and troubleshooting tips.

## API

- [How to Use Pricing Tables with GetAccept API](https://help.getaccept.com/en/articles/7029348-how-to-use-pricing-tables-with-getaccept-api.md): Use the GetAccept REST API to create, read, and update pricing tables programmatically.
- [Populate Images via API](https://help.getaccept.com/en/articles/11496635-populate-images-via-api.md): Add images to your contracts and Deal Rooms from other platforms via API
- [GetAccept REST API Overview](https://help.getaccept.com/en/articles/2393292-getaccept-rest-api-overview.md): Overview of the GetAccept REST API, including authentication, capabilities, and how to request access.
- [How to Use the GetAccept Public API](https://help.getaccept.com/en/articles/2393314-how-to-use-the-getaccept-public-api.md): Overview of the GetAccept Public REST API, including authentication and how to request access.
- [Webhook IP whitelisting](https://help.getaccept.com/en/articles/8570402-webhook-ip-whitelisting.md): Configure your firewall to accept GetAccept webhook IP addresses by region.
- [Webhook settings](https://help.getaccept.com/en/articles/8094998-webhook-settings.md): How GetAccept webhooks work, how to request setup through Tech Support, and how they compare to event-based CRM sync.

## Troubleshooting

- [Troubleshoot user addition errors](https://help.getaccept.com/en/articles/6863541-troubleshoot-user-addition-errors.md): Fix common issues when adding new users to your GetAccept account.
- [I just sent someone a document, but why does it say hard bounce?](https://help.getaccept.com/en/articles/5258502-i-just-sent-someone-a-document-but-why-does-it-say-hard-bounce.md): What hard bounce means and what to do
- [Fix colors that appear wrong in an uploaded PDF](https://help.getaccept.com/en/articles/3325280-fix-colors-that-appear-wrong-in-an-uploaded-pdf.md): Resolve color display issues in PDFs caused by CMYK color space. Learn how to re-export in RGB for correct appearance.
- [Reset your password](https://help.getaccept.com/en/articles/3452807-reset-your-password.md): Recover access to your GetAccept account by resetting your password via email link or through admin user management.
- [Troubleshoot hard bounced documents and email delivery](https://help.getaccept.com/en/articles/14741019-troubleshoot-hard-bounced-documents-and-email-delivery.md): Understand why documents hard bounce, identify which recipients bounced, and fix or prevent delivery failures.