# Send a document and track it

> Send for signature, see who opened and signed it, remind people and download the signed PDF.

Tally Sign University › [Getting started](https://sign.gettally.io/university/getting-started)

## Send for signature

1. Open a template and choose **Use template**, or choose **New document** in the sidebar.
2. In **Signers**, enter each person's name and email.
3. Fill in anything in **Fill-ins** that's still empty.
4. Choose **Send**.
5. Check the recipients and the **Email subject**. Add an optional **Message**.
6. Turn on **Sign in order** if people must sign one after another. Change **Expires in** if 60 days is too long or short.
7. Choose **Send now**.

![The Send for signature dialog with two recipients, a fill-in, subject and message](https://sign.gettally.io/university/getting-started/send-dialog.png)

*Send for signature. Anything still missing is listed under Fill in before sending.*

> **Note:** Once sent, the document is locked. To change it later, create a revision from the document page. The customer can still ask questions and suggest edits; see [Negotiation](https://sign.gettally.io/university/negotiation/questions-replies-and-notes).

## Track progress

After sending, the document page shows its progress on the right. Each recipient moves through **Sent**, **Viewed** and **Signed**.

![The document page showing 1 of 2 signed, the recipients and the activity log](https://sign.gettally.io/university/getting-started/track-document.png)

*The Overview tab: progress, recipients, audit details and activity.*

- **Copy signing link** gives you a person's link, for example to send it in a chat.
- **Remind** emails signers who haven't signed yet.
- **Activity** lists every event with time, IP address and device.
- The **Questions & changes** tab holds the conversation with the customer.

## When everyone has signed

The status changes to **Completed** and everyone gets the signed PDF by email. It ends with a Certificate of Completion that records each view and signature.

![A completed document with both recipients signed](https://sign.gettally.io/university/getting-started/track-completed.png)

*Completed. Download the signed PDF from the top of the page.*

The **Documents** list shows everything you've sent or drafted, with live signing status. Filter by **Drafts**, **Awaiting signature**, **Completed** or **Declined & voided**.

![The Documents list with one completed document](https://sign.gettally.io/university/getting-started/documents-list.png)

*Documents, with filters by status.*

Next guide: [What your customer sees when signing](https://sign.gettally.io/university/getting-started/what-your-customer-sees)

Source: https://sign.gettally.io/university/getting-started/send-and-track