AppsDocument Signing

Developers and automation · Autessa Document Signing

Scripts and automations

The autessa.eSignature SDK lets AutessaScript drive e-signatures inside Autessa: a table trigger, a scheduled job, an agent tool or a custom app backend can create envelopes from templates, send them, remind signers and file the sealed PDF, with the same statuses and audit trail as the app.

Goes beyond typical e-signature software
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AutessaScript · autessa.eSignatureSAMPLE
// When a deal closes, send the engagement letter
const env = autessa.eSignature.template.createEnvelope({
  templateId,
  title: 'Engagement Letter — ' + deal.company,
  roleAssignments: [
    { roleId: 'role_client', recipients: [
      { id: 'r1', email: deal.contactEmail, recipientKind: 'SIGNER' } ] },
  ],
});
autessa.eSignature.envelope.send({ envelopeId: env.data.envelope.id });

The problem it solves

The repeat sends should send themselves

Onboarding every new client with the same engagement letter, issuing a renewal the week a subscription lapses, or chasing signers every Monday are jobs a person should not have to remember. Scripts make them automatic, using your templates and your rules.

What you get

  • envelope.create, recipients, fields, prefill and send: the full lifecycle in a few calls.
  • template.createEnvelope: assign people to roles and send, with order, policy, layout and CC roles from the template.
  • Recipient ids you pass are what fields reference; signingGroup is the slot and, under SEQUENTIAL, the turn order.
  • completionPolicy ALL or ANY_ONE; ANY_ONE with SEQUENTIAL is rejected.
  • envelope.list by status shows collected versus required signatures; envelope.get returns full state and the audit trail.
  • envelope.remind is a call like any other, so a scheduled job can chase signers on your cadence.
  • envelope.download returns a short-lived URL to the sealed PDF.
  • inbox.list returns envelopes where you are a recipient.

How it works

Scripts and automations, step by step

  1. Pick the trigger

    A table trigger, a scheduled job, an agent tool or an app backend.

  2. Create from a template

    Assign people to roles from your data.

  3. Send

    Optionally set the link expiry in days.

  4. Watch and file

    Check status on a schedule, then download and store the sealed PDF.

Every option

Common SDK calls

OptionWhat it does
generateFileUploadLinkGet an upload URL for a document.
envelope.create / recipients / fields / prefillBuild a draft.
envelope.sendSend, with optional linkTtlDays.
template.createEnvelopeCreate a draft from a template with role assignments.
envelope.list / getStatus, counters and the audit trail.
envelope.remindRemind outstanding signers.
envelope.downloadShort-lived URL to the sealed PDF.
inbox.listEnvelopes where you are a recipient.

Permissions

Who can do what?

WhoCan
API key or scriptActs with the access of the person or key it runs as, inside your company only.
Template READEnough to create envelopes from a shared template from automation.
Envelope PUBLISHNeeded to remind, void or mark as executed from code, the same as in the app.
Company adminControls which roles can use Document Signing at all.
Helpful

Agents can do it too

Because agent tools in Autessa are scripts, an agent can send an engagement letter from a template when asked, using the same SDK and the same permissions as the person or key it runs as.

Connected

How it connects to the rest of Document Signing

Document Signing feature

Templates

The fastest way to send from code.

Document Signing feature

Reminders

Automate chasing with a scheduled job.

Autessa platform

Scripts

Where your scripts live and run.

Autessa platform

Workflows and automation

Triggers and schedules for your scripts.

Autessa platform

Autessa Autodocs

Capture any signing workflow once in the browser and replay it on demand.

FAQ

Scripts and automations: questions and answers

Can I send a contract automatically when a deal closes?

Yes. A script triggered by the deal can create an envelope from a template, assign the client to a role and send it.

Can I automate signing reminders?

Yes. A scheduled job can list sent envelopes and call envelope.remind on the ones you choose.

Are script-created envelopes different?

No. They have the same statuses, the same audit trail and the same sealed PDF as envelopes created in the app.

Also in Developers and automation:E-signature API and CLIEmbedded signing

Send your first envelope today

The autessa.eSignature SDK lets scripts, table triggers, scheduled jobs and agent tools create, send, remind and download envelopes inside Autessa.

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Free · unlimited users and envelopes · signers need no account · sealed PDF with a Certificate of Completion

100% customizable, code and all

Make Autessa Document Signing fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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