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- **Status Management:** Mark a deal as lost or delete it if it is no longer active.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