You can, for example, set up a free gmail address that is shared with the colleagues. If they are supposed to be able to edit the templates, they will need edit access to the template folder.Įach user must be logged into a google / gmail / gsuite account - but several users can share a login.
This is not handled by our integration, so you will have to set that permissions manually in Google Drive. You will have to give them edit access to the document folder and read access to the template folder on your Google Drive. Please note: in order for your colleagues to be able to create and edit documents from your Google Docs templates, they need to be logged into a Google account in their browser. Selecting a region changes the language and/or content on the Allow button and you will be connected! Now you can view and manage the Documents and Templates folders that GetAccept creates with the integration. The combined file is opened for you to add appropriate fields. Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. Alternatively, drag fields from the tabs in the right pane and drop the fields where desired in the document. Click the icon to place the detected form fields in the PDF document. The form fields are automatically detected in the PDF. (Optional) Select Preview and Add Signature Fields to see the preview of your agreement and add relevant text fields, or signature fields.(Optional) Select Set Reminder to set the frequency of reminders to be sent until the agreement is completed.(Optional) Select Password Protect if you require recipients to enter a password to open and view the signed PDF file.(Optional) If you want to add more people just for information, use the Show CC button to add their email addresses to the CC list. Change the default text in the Message area as appropriate.(Optional) Click Add Me, if you want to be included as a signer of the document. If you do not want to follow any particular order for signing, toggle the switch to Complete In Any Order. The numbers by the email addresses reflect the participation order. Enter the email addresses in the order you want the document to be signed. By default, Complete in Order setting is turned on. In the To field, add recipient email addresses.In the Send for Signature landing page, do the following:
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