Rather than requiring an entire document to be accepted, you can select pages or sections of your document to be accepted with the recipient’s signature. Only pages that are accepted will appear in the Signed PDF.

You will want to first set up this feature in your document’s sections. If your section properties don’t match those of the content pages, you’ll get an error message. So if a section is set up as All Content Must Be Accepted, you need to set up each page within it to Require Acceptance or Allow Acceptance.

Follow these steps to set up acceptance for your document sections:

  1. From the Build view of your document, hover over a section in your Table of Contents.
  2. Click the gear icon that appears.
  3. From the dropdown menu, choose Edit Properties.
  4. In the pop-up window, choose the Acceptance properties you want. Those options are:
    • Disable Content Acceptance for This Section
    • Any Acceptable Content In This Section Is Optional
    • Require Only One Content To Be Accepted
    • Require At Least One Content To Be Accepted
    • Require All Content In This Section To Be Accepted
  5. Click Submit.

Follow these steps to set up acceptance for individual pages of content:

  1. In the Table of Contents panel for your document, hover over the page of content you want.
  2. Click the gear icon.
  3. From the dropdown menu, choose Edit Properties.
  4. In the pop-up window, choose the Acceptance properties you want. Those options are:
    • Content can’t be accepted
    • Require Acceptance for Overall Proposal Agreement
    • Allow Acceptance with Overall Proposal Agreement
  5. Click Save.

After you select your acceptance options, your client will have the option to select a box next to the pieces of content that are open for acceptance in your published proposal.


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