Communication Templates: How to Create and Use Them

What Are Communication Templates?

Communication templates allow admins to create customized messaging for different departments and languages, ensuring a personalized customer experience.

Admins can:

• Customize email, SMS, and chat messaging.

• Choose the language for the signed document certificate.

• Modify email footers and call-to-action (CTA) buttons.

Which Emails, SMS, and Chat Messages Can Be Customized?

1. Email & SMS with Link
   Sent to the recipient when a document is shared via GetAccept. Includes a link to access the document.

2. Reminders

   • Reminder Email & SMS – Sent when the document has not been opened.

3. Signed Document Notification

   • Signed Document Email – Informs all recipients that the document has been signed and includes the final PDF certificate with an audit log.

4. Chat Messages

   • Automatic Chat Message – A conversation starter that appears when the recipient opens the document.

   • Automatic Chat Reminder Email – A reminder email/chat message encouraging the recipient to engage if the document remains unopened after 24 hours.

How to Create a New Template

Default Communication Template

• Replaces the old Email, Chat, and SMS settings.

• A default message is provided for all new entities.

• Admins can override messages at the entity level.

• If no override is set, GetAccept will use default messages.

Creating a Custom Template (Enterprise & Professional Plans Only)

1. Navigate to Settings → Communication Templates.

2. View all existing templates, including status (Published/Draft), creation date, and last modified date.

3. Use the search bar to find a specific template by name.

4. Click Create Communication Template (top right).

5. Name the template (editable later).

6. Edit your communication message content for:

   • Email & SMS with link

   • Reminders

   • Signed notifications

   • Chat messages

     

7. Select the language – this also defines the language of the signed PDF certificate.

8. Save the template as either Draft or Published.

Customizing Messages

• Pre-filled default messages from GetAccept will appear.

• Enter your own content in the text fields to override defaults.

• Use merge tags like for personalized emails.

How to Use a Communication Template

1. When preparing to send a document, go to the Sending tab.

2. Select a communication template from the dropdown menu.

3. Preview the template before sending.

4. Send the document with a customized message.