Track and Manage Your Sent Documents | GetAccept Help Center

Track and Manage Your Sent Documents

Learn how to find your sent documents, follow their progress, and stay updated on recipient activity.

June 17, 2026

Table of contents

Step 1: Find your Send-out

After sending, your document appears in two places:

See your deal name, recipient, progress, and expiration date all in one overview.

Browse by Active, Sent, Reviewed, or Signed tabs to find your document.

The Dealboard helps you track ongoing deals, while the Documents tab is your complete library of Send-outs.

Step 2: Understand document status

Each document shows a clear status so you can see what’s happening:
Status Meaning
🔵 Sent Your document has been delivered to the recipient.
🟡 Reviewed The recipient has opened and viewed the document.
🟢 Signed The document is completed and signed.
⚪ Draft You’ve created the document but haven’t sent it yet.

Note: Expiration is not a status. When a document's expiration date passes, the document keeps the status it already had (such as Sent or Reviewed). Recipients can no longer access or sign the document, but its status field does not change. The sender can extend the expiration date or create a new version to reopen the process.

You can also see how many days remain before expiration (e.g., 15 days left).

Step 3: Open the document to view engagement

Click your document name to open it.

Here you can explore detailed engagement data:

If a recipient spent 50 seconds and viewed all 4 pages, you’ll see that in the engagement chart.

Step 4: Follow recipient activity

In the Recipient list, you can see:

If you need to follow up, use the ⋯ menu to:

Step 5: Manage or update your document

From the Documents tab, click the ⋯ menu on any document to:

Next step → Customize your workspace

Now that you know how to track your documents, take a moment to set up your GetAccept workspace.

Continue to: Set Up Your Account and Company Branding →