Step 1 – Request to have the integration enabled
To use the integration, you must first contact Tagd Support and request that the GetAccept integration is enabled for your account.
Contact us via support@tagd.ai or directly via chat in the platform.
Step 2 – Enable the integration in your settings
Once support has activated the feature, you can enable the integration yourself:
Log in to Tagd.
Click on My organization in the menu.
Go to Organization settings.
Select the Integrations tab.
You will now see GetAccept in the list – with status Inactive.
Click on Activate integration.
You will now be redirected to GetAccept to log in.
Step 3 – Log in to GetAccept
Enter your username and password for GetAccept.
Confirm access for Taggd.
Once the login is complete, you will see that the status in Taggd changes to Active – the integration is now running!
Step 4 – Send agreement for e-signature
When the integration is active, you can start using GetAccept as usual to send and sign agreements.
Log in to GetAccept.
Create a new case ("case").
Upload the agreement you wish to send.
Give the agreement a name.
Add one or more recipients who need to sign.
Send the agreement for signature.
The recipient will receive an email with the agreement and can sign directly online.
Step 5 – Automatic Archive in Tagd
Once the agreement has been signed, it is automatically sent to Tagd.
You will find it in your inbox in Tagd, where the system analyzes the document and registers the contract information.
After a few seconds, the agreement will appear as a newly registered contract – complete with metadata and the uploaded document.
Done!
Your integration between GetAccept and Tagd is now fully operational.
From now on, you can send agreements via GetAccept and have them automatically analyzed, archived, and made searchable in Tagd.