You can add more recipients to your document in the tab ’recipients’.
Write the recipients name in the ’To’-box and click enter. There is no limit to how many recipients you can add to a document.
Create a simple flow for a specific order of signing:
Check the box for 'Use specific signing order’. This box will show you when to add more than one recipient.
Each recipient now gets a number. Drag and drop the recipients to match which order you want them to sign. For example, recipient number two will not receive the document until recipient number one has signed it.
You can add multiple documents in the same send out.
When you have uploaded your first document, scroll down the page until you get to the bottom of your first document. There you can upload more documents the same way you added the first one. This document will then be added after the first one.
You can set automatic reminders in the final step before you send out a document, this step is called ’Prepare for sending’.
A popup window will appear where you will se a summary of the document and also additional options. Like the settings for automatic reminders. Make sure the ’Automatically send reminders’ is on. You can change the number of days for the automatic reminders by clicking on the days.
If you are a administrator of your account you can create default settings for your automatic reminders. Go to ’Settings’ -> ’Sendings’.
If you want to change the automatic reminders after a document has been sent you will be able to this in the ’Dealboard’ -> ’Deal Accelerator’. Click the symbol to activate/deactivate, see below
You can change your document by going into 'Documents', and then click the one you want to change. Inside the document choose 'Create new version'.
A popup will appear. Make sure to un-check the 'Document content'. See below
When you have clicked 'Create new version' you will be re-directed back to the send outflow. There, you can add your new document and send it again.
If you would like to be able to change your document directly within GetAccept, you can read more about our Google Docs integration here.
When you send out a document, you can choose to add a 'value' to your deal. This is for internal use only, and only you will be able to follow the value of the document during the signing process.
Below you can see how you add a 'value' when you send out a document.
If you were to forget to set a value to your document before you send it out, you can always go back to the document and fill it in afterward.
You will find the email in 'Documents'. At the top, you will see the document name, the 'Sent' verification, and a small email symbol. By clicking this, you will be able to see your message.
To remove a document go into 'Documents', and click on the document that you want to remove. Once you are in the document, click on the hamburger menu button -> 'Delete document'.
The deleted document will be excluded from the statistics but it will still be available under 'Documents' ->'Deleted' until it is removed automatically (see settings for GDPR) or removed manually. Under 'Deleted', you can always choose to create a new version of the document to re-activate it.
You can easily change the expiration date for your document in two ways:
1. Change the expiration date inside the document.
Go to 'Documents' and chose the document you want to change. Inside the document, at the top, you change the date under 'Expires'.
Chose your new date and click save. You can also choose if you want the recipient to be notified about the changed date via email.
2. Change the expiration date in the 'Dealboard'
Under 'Expiration' you can change the date:
Here you will also be able to choose if you want the recipient to be notified about the changed date via email.
When the document expires, the link will be inaccessible to the recipient until you change the expiration date again.
When you create a document in GetAccept, it will automatically be saved as a draft. To find your drafts, go to 'Documents' -> 'Draft'.
If you want to remind your recipient about a document on another channel, then an SMS-reminder is a great idea! You will find this feature in 'Documents'. Choose which document you want to remind the recipient. Then click the hamburger menu and choose 'Send SMS'.
Tip! In the GetAccept app, you can also attach a video with your SMS-reminder. Let the recipient know that you are waiting!
If you lose a deal, you can mark your deal as lost within GetAccept so that your sales data is correct. To mark your deal as lost, go to 'Dealboard' -> 'Actions' -> 'Mark as lost':
Or you can just click on the '-' under 'Actions' to mark the deal as lost:
You can change the order or remove pages from your document once you have uploaded it in GetAccept. In the hamburger menu button, choose 'Arrange pages':
Here you can easily change the order of the pages by dragging and dropping. If you want to remove the page, drag it to the trash bin in the bottom left corner:
To add a new user, you need to be an administrator of your account. If you are an administrator you can go to 'Settings' -> 'Subscription plan'. Choose how many users you will be on your account and how you want to pay. Then click 'Update plan'.
As an administrator of your account you can easily activate and inactivate different users in 'Settings' -> 'Users'. When a user is inactive, this person does not have access to the account anymore. The administrator can still see the inactive person's documents.
If you want to switch out a user, first inactivate this person. You will then see an "available slot" on your account. Then simply invite the person you want to add as a user:
Click save. The new user will get an email with a link to confirm and activate their account.
If you have several affiliated companies you can create something called entities, instead of creating multiple accounts. Entities is similar to having different departments inside your GetAccept account. For more information about entities, contact us or your sales person at GetAccept.
To be able to add multiple entities you need to reach out to us or to your sales person at GetAccept.
As an administrator of your account can easily set and change your settings for the notifications. To change your settings simply go to 'Settings' -> 'Notifications'.
You can upload the desired document to your GetAccept archive. Simple go to 'Archive' -> 'Advanced' -> 'Upload archived documents'
You can also organize your documents in folders according to your own preference.
A electronically signed document requires a signature certificate.
The signature certificate also requires there to be informations about the time of signing, identification of both parties, IP adress for both parties and a so called finger print. Your finger print is your unique code for the document which is stored on our servers. Read more about the security here.
There is a way to transfer the signing 'role' to another person. This has to be done by the recipient of the document.
To do this they have to go into the document:
From there they can choose to forward the document. Then they will have to fill in the information of the new recipient and check the box 'Transfer signature role to this person'. Then click send.
You will be able to follow this transfer event in your detailed document view.
If you have received your signature in another format than electronically, you can easily upload it as a manual signature in GetAccept. Go to 'Documents' and locate your document. Click 'upload signed document' -> 'Actions':
Upload your verification in the next popup and then click close:
Your document will now move to archive as a signed document with the attached signature.
Blockchain is a method for verifying data and it is used for cryptocurrency amongst things.
In the current situation, it is hard to determine how safe blockchain actually is. There are technical advantages with blockchain, at the same time it is less clear where the data is stored (because it is de-centralized).
There are documented cases where the biggest data thefts are associated with using blockchain.
Our opinion at GetAccept is that it is too soon to tell if blockchain is going to evolve and improve or if there are other techniques that will take over.
In the current situation, GetAccept stores your data on Amazon Web Services (AWS).
