As you start your onboarding journey, you can expect your dedicated customer success manager to build 2 to 4 templates for you depending on the complexity of the templates and the document materials you provide. The templates created during that period will be used during Admin Training & User Training sessions and could evolve with your feedback.

Towards the end of your onboarding journey, our goal is for you as GetAccept admins to be able to carry the torch and start building your own document templates and think of innovative ways to improve your document processes and workflows

Your dedicated customer success manager will collect the branding materials necessary to create a fully branded account for you prior to your Admin Training session. Branding materials needed include a high resolution logo, background image and color codes. However, your customer success manager will train you as admins to adjust branding if you see needed moving forward. 

First, make sure that your new users are able to login to GetAccept. Second, ask the new users to go to Settings > Achievements and perform all the tasks under the achievements tab to get familiar with the platform. Third, have your users schedule a quick call with your dedicated customer success manager for a quick training session.