Step 1: Find your sent document
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, Signed, or Expired tabs to find your document.
The Dealboard helps you track ongoing deals, while the Documents tab is your complete library of sent documents.
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. |
🔴 Expired | The expiration date has passed. |
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:
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.
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
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)
Next step → Customize your workspace
Now that you know how to track your documents, take a moment to set up your GetAccept workspace.