How Document Engagement Works

Overview of how GetAccept’s document engagement features work, including video, chat automation, viewer identification, and communication templates.

June 1, 2026

Document Engagement Features

Document Engagement features in GetAccept help you personalize the viewing experience, increase recipient interaction, and automate communication throughout the document lifecycle. Engagement includes intro videos, automated chat, reminders, viewer identification, and communication templates that control messaging across email, SMS, and chat.

1. Video Engagement

Intro videos are shown at the top of the recipient’s viewing experience and are one of the strongest ways to humanize and personalize proposals or contracts.

What video does

• Creates a personal first impression
• Increases viewing time and response rates
• Helps explain context or next steps before the recipient reads the document

Video best practices

• Keep videos short (20-45 seconds)
• Speak directly to the recipient by name when possible
• Explain the purpose of the document
• Set clear expectations: next steps, timeline, who to contact
• Use natural lighting and straightforward framing
• Record a fresh intro for high-value deals; use library videos for standard send-outs

2. Chat Automation

Chat automation enables proactive messaging directly inside the document viewer. Chat appears as an embedded conversation panel recipients can use to respond or ask questions.

How automated chat works

• A prewritten message is shown when the recipient opens the document
• Messages can guide the recipient toward next steps or highlight key sections
• Chat helps create a live, conversational experience without needing manual input

Best uses for automated chat

• Welcoming the viewer
• Pointing out key pages (pricing, legal terms, decision summary)
• Encouraging next actions (book a call, sign, ask questions)
• Providing a human tone even when asynchronous

3. Chat Reminders

Chat reminders are automated follow-ups sent when the recipient has not engaged within a defined timeframe.

How chat reminders work

• Trigger if the document remains unopened after a period set by the communication template
• Deliver a friendly prompt inside the chat panel
• Reduce manual follow-ups and improve engagement timing

Best uses

• Nudging recipients who have not viewed the document
• Re-engaging stalled deals
• Keeping communication consistent across your team

4. Viewer Identification Logic

Viewer identification ensures you always know who is looking at your document.

How viewer identification works

• If a new viewer opens the document link, they are asked to enter their details
• Information collected is added to your engagement timeline
• The feature prevents anonymous viewing and gives full visibility into stakeholder involvement

Why identification matters

• Helps track decision-makers
• Improves Account-Based Selling
• Increases accuracy of analytics and notifications
• Prevents forwarding without accountability

5. Instant Phone Call

Instant Phone Call creates a direct call-back option inside the document so a recipient can request immediate contact.

How it works

• Recipients click a call request button
• You or your team are instantly notified
• Designed for high-intent or time-sensitive documents

Best uses

• Closing opportunities
• High-value deals
• Urgent approvals or renewals

6. Communication Templates (Email, SMS, Chat)

Communication templates define the default messaging for your document workflow across email, SMS, and chat.

What communication templates control

• Email subjects and messages
• SMS notifications
• Automated chat messages
• Chat reminder timing and content
• Tone, structure, and consistency of outbound communication

Admin setup

Communication templates are created and managed by admins in: Settings → Communication templates. This ensures consistent, approved messaging across your entire organization.

Why communication templates matter

• Standardize communication for all senders
• Improve clarity and professionalism
• Ensure consistent follow-ups
• Reduce manual editing before sending documents

Summary

Document Engagement combines intro videos, automated chat, reminders, viewer identification, instant phone call options, and communication templates to create a personalized, interactive, and automated viewing experience. These tools help teams increase engagement, accelerate deal progress, and maintain consistent communication across all document send-outs.