# How to Send a GetAccept Document

Learn how to create and send documents like proposals, digital sales rooms, and contracts to your customers from GetAccept.

June 1, 2026

## Table of contents
- [Step 1: Choose What to Create](https://help.getaccept.com/en/articles/9502221-how-to-send-a-getaccept-document#h_4788f5aa49)
- [Step 2: Choose How to Create Your Document](https://help.getaccept.com/en/articles/9502221-how-to-send-a-getaccept-document#h_445b0c24fb)
- [Step 3: Add Recipients](https://help.getaccept.com/en/articles/9502221-how-to-send-a-getaccept-document#h_99c6284678)
- [Step 4: Add Attachments](https://help.getaccept.com/en/articles/9502221-how-to-send-a-getaccept-document#h_1e80b96a4a)
- [Step 5: Add Engagement Features](https://help.getaccept.com/en/articles/9502221-how-to-send-a-getaccept-document#h_a563e04bb1)
- [Step 6: Send the Document](https://help.getaccept.com/en/articles/9502221-how-to-send-a-getaccept-document#h_3f35f8aa3a)

## Step 1: Choose What to Create

1. Click **Create** in the top-left corner of your **GetAccept dashboard**.

2. Choose from the following options:
   - **Digital Deal Room (Non-signable)**: Share documents, presentations, or videos without requiring signatures.
   - **Sales**: Send proposals or contracts requiring signatures.
   - **HR**: Use for internal HR documents like agreements or policies.
   - **Other**: For non-sales and non-HR-related documents.

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## Step 2: Choose How to Create Your Document

You can create your document using the following methods:
- **Upload a file**: Drag and drop or select from your computer.
- **GetAccept Editor**: Create a document with text, images, and custom fields.
- **Use a template**: Select a pre-made GetAccept template.
- **Video & Link**: Add videos or links within the GetAccept Editor.
- **Google Docs**: Import a Google Docs template and edit within GetAccept.

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## Step 3: Add Recipients

1. Click **Add New Recipient**.

2. Enter recipient details and assign a role:
   - **Signer**: Required to sign the document.
   - **Approver**: Needs to approve before the signer.
   - **Viewer**: Can review but not sign or approve.

3. Click **Save**.

**Learn more:**  [Signing Methods & Signing Order](https://help.getaccept.com/en/articles/5633881-managing-signing-order-recipient-roles-in-getaccept)

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## Step 4: Add Attachments

1. Click on the **Add** tab in the top-right corner.

2. Choose an attachment type:
   - **Attachment**: Standard document attachments.
   - **Recipient Attachment (Enterprise Plus only)**: Allows recipients to upload their own files.

3. Select or upload a file, or add an external link.
4. (Optional) **Require Viewing**: Ensure recipients must view the attachment before signing.

**Learn more:** How to use [Attachments](https://help.getaccept.com/en/articles/962214-creating-a-document-adding-attachments)

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## Step 5: Add Engagement Features

1. Click the **Engage** tab.

2. Use engagement tools to enhance the recipient’s experience:
   - **Video Introduction**: Record or upload a personalized video.
   - **Automated Live Chat**: Add an auto-comment to start conversations.
   - **Identify New Viewers**: Track who is opening the document.
   - **Instant Phone Call**: Allow recipients to call you directly.

**Learn more:** How to use Engagement Tools

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## Step 6: Send the Document

GetAccept offers multiple sending methods:

### Send via Email
1. Click **Sending** in the top-right corner.
2. Customize the **email message** and **subject** (optional).
3. Click **Prepare for Sending** (or **Sign and Send** if required).

### Send via Link
1. Click **Prepare for Sending**.
2. Click **Share Document Link**.
3. Copy and share the **personal link** with recipients.

**Note:** Personal links should only be shared with the assigned recipient. Reminders must be sent manually when using this method.

### Send via SMS
1. Ensure the recipient’s **mobile number** is added.
2. Toggle on **Also Send Document Link by SMS**.
3. Click **Prepare for Sending** to send the SMS.

**Learn more:** [Managing Send-outs & Analytics](https://help.getaccept.com/en/articles/9984272-managing-sent-documents-engagement-analytics)