# 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](https://help.getaccept.com/en/articles/12688121-track-and-manage-your-sent-documents#h_83ce7b4119)
- [Step 2: Understand document status](https://help.getaccept.com/en/articles/12688121-track-and-manage-your-sent-documents#h_8a00da7094)
- [Step 3: Open the document to view engagement](https://help.getaccept.com/en/articles/12688121-track-and-manage-your-sent-documents#h_ee633a2987)
- [Step 4: Follow recipient activity](https://help.getaccept.com/en/articles/12688121-track-and-manage-your-sent-documents#h_b68092bc76)
- [Step 5: Manage or update your document](https://help.getaccept.com/en/articles/12688121-track-and-manage-your-sent-documents#h_e10baf032c)

## Step 1: Find your Send-out

After sending, your document appears in two places:

- **Dealboard** → for sales-related documents

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

- **Documents** → for all document types

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.

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## 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_).

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## Step 3: Open the document to view engagement

Click your document name to open it.

Here you can explore detailed engagement data:

- **Engagement tab:** View total time spent and which pages were viewed.

- **Timeline tab:** See a chronological view of when the document was sent, opened, and signed.

- **Document settings:** Adjust expiration date or reminders.

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

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## Step 4: Follow recipient activity

In the **Recipient list**, you can see:

- The recipient’s name and role (e.g., _Signer_).

- Their **engagement time** (e.g., _50 s, 1 visit_).

- Their **latest activity** (e.g., _2 minutes ago_).

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

- **Send reminder**

- **Resend document**

- **Contact recipient**

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## Step 5: Manage or update your document

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

- **Download signed PDF**

- **Duplicate** to reuse it for another client

- **Cancel** (if you need to stop the process)

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## 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 →](https://help.getaccept.com/en/articles/12688121-track-and-manage-your-sent-documents#)