Manage Documents on the Mobile App

Find, preview, and manage your sent documents on the GetAccept mobile app.

June 17, 2026

Table of contents

• Access Your Documents on Mobile
• Filter Documents by Status
• Search for Documents by Name or Recipient
• Preview a Sent Document
• View Document Details
• Send Reminders from Mobile
• Update the Expiration Date on Mobile
• Create a New Version
• Mark a Document as Lost
• Delete a Document from Mobile
• Add an Intro Video to a Document
• Share a Document Link from Mobile
• Document Action Menu Overview
• Navigation Tips for Mobile Document Management

Access Your Documents on Mobile

Open the GetAccept mobile app and tap the Documents tab at the bottom of the screen. This shows your full document library organized by status.

Pro-tip: Use the search feature to quickly locate specific documents instead of scrolling through your entire library.

Filter Documents by Status

To filter documents by status, tap the filter icon at the top of the Documents tab. GetAccept organizes documents into six status categories:

• Draft: Documents you're still preparing; not yet sent to recipients
• Sent: Documents delivered to recipients but not yet opened
• Reviewed: Documents recipients have opened but not yet signed
• Signed: Documents all required signers have completed
• Deleted: Documents you've removed from your active list

Note: Expiration is not a status. When a document's expiration date passes, it keeps the status it already had; recipients can no longer sign or access it, but the status field does not change.

Select one or more statuses to filter your view.

Search for Documents by Name or Recipient

To find a specific document quickly, tap the search icon at the top of the Documents tab. Type the document name, recipient name, or recipient email address. The app filters results in real time as you type.

Preview a Sent Document

Tap the document from your list to open the preview. Swipe through pages to review text, images, pricing tables, and form fields.

View Document Details

While previewing a document, tap the Details button to see metadata including the document name, recipient list, send date, expiration date, and current status.

Send Reminders from Mobile

Open the document and tap the action menu (three dots icon). Select Send Reminder and choose your delivery method:

• Email reminder: Sends an email notification with a link to the document
• SMS reminder: Sends a text message reminder
• Video reminder: Records a short video message and sends it

Update the Expiration Date on Mobile

Open the document, tap the action menu, and select Update Expiration Date. Choose a new date and confirm.

Create a New Version

Open the document, tap the action menu, and select Create New Version. This generates a separate send-out with a new link and signature flow.

Mark a Document as Lost

Open the document, tap the action menu, and select Mark as Lost. Lost documents are removed from your active list.

Delete a Document from Mobile

Open the document and tap the action menu. Select Delete. Deleted documents are moved to your Deleted folder.

Add an Intro Video to a Document

Open the document, tap the action menu, and select Add Intro Video. Record a short greeting or introduction.

Share a Document Link from Mobile

Open the document and tap the Share button. The app generates a shareable link that you can copy to your clipboard or send directly.

Document Action Menu Overview

The action menu (three dots icon) on any document provides quick access to the most common mobile tasks.

Navigation Tips for Mobile Document Management

• Use the filter icon to narrow your document list by status.
• Tap search to jump directly to a specific document.
• Keep documents fresh by sending reminders before expiration dates approach.
• Preview documents regularly to catch content issues.