Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration | GetAccept Help Center

Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration

How to send documents out using a provided URL using GetAccept's Salesforce Integration

April 23, 2026

How to send documents out using a provided URL using GetAccept's Salesforce Integration


1. When at the "Summary" screen, click on "Sign and share doc link". 2. A notification message will let you know that the document was created successfully and that the shareable links will be provided soon. 3. When the Shareable Link is available, a GetAccept window will automatically open that will provide you with the shareable link. 4. Click on the link icon on the right-hand side of the screen to copy the link for each of your recipients. Note that if you have multiple recipients, you will have multiple links that need to be copied and shared. - Note: The shareable links are always available by clicking on the Analytics or Chat buttons on the main integration screen and selecting the "Recipients" section. - This feature is available in version 2.23.0 and above of the GetAccept Salesforce integration. How to update your GetAccept for Salesforce: http://help.getaccept.com/en/articles/4686433-updating-getaccept-for-salesforce

1. When at the "Summary" screen, click on "Sign and share doc link".

2. A notification message will let you know that the document was created successfully and that the shareable links will be provided soon.

3. When the Shareable Link is available, a GetAccept window will automatically open that will provide you with the shareable link.

4. Click on the link icon on the right-hand side of the screen to copy the link for each of your recipients.

Note that if you have multiple recipients, you will have multiple links that need to be copied and shared.

- Note: The shareable links are always available by clicking on the Analytics or Chat buttons on the main integration screen and selecting the "Recipients" section.

- This feature is available in version 2.23.0 and above of the GetAccept Salesforce integration. How to update your GetAccept for Salesforce: http://help.getaccept.com/en/articles/4686433-updating-getaccept-for-salesforce