Track document progress with the Dealboard

Use the Dealboard to monitor active deals, identify recipient engagement through color-coded status bars, and take action on expiring documents.

February 17, 2026

Understand progress and action icons

The Progress column uses specific colors to show how far your recipients have moved through the signing process.

• Green Progress Bar: All recipients on the deal have completed that specific step (e.g., all have read the document).

• Orange Progress Bar: At least one recipient has started the activity, but the step is not yet finished by everyone.

Manage expiring deals

Tracking expiration dates ensures your documents remain active for your recipients.

1. Locate the Expiration column to see when each deal is set to expire.

2. Click the ... (three dots) action menu if you need to extend the deadline.

3. Select Change expiration date to modify the date and time.

Use the Action Menu for follow-ups

The Action Menu allows you to manage the document's lifecycle and re-engage recipients who have stopped interacting with your deal.

• Reminders: Send an SMS, email, or video reminder to alert recipients if they need to take action.

• New Versions: Create a new version of the deal if terms have changed or if a document was previously rejected.

• Manual Uploads: Upload a document that was signed outside of GetAccept to close the deal in your system.

• Status Management: Mark a deal as lost or delete it if it is no longer active.

Note: If you upload a manually signed document, GetAccept cannot generate a signature certificate because the signing process occurred outside the platform.