Organize and share · Autessa Document Signing
Contacts
Autessa Document Signing builds your contact list for you. Every person you send to is remembered in your own contacts, ranked by how often you use them, and suggested as you type in any recipient, viewer or template-role box.
The problem it solves
Typing the same email for the tenth time
Repeat counterparties are the norm: the same client contacts, the same records inbox, the same partner who countersigns. Retyping them invites typos that send contracts to the wrong address. Contacts fill name and email in one pick.
What you get
- Nothing to set up: recipients are remembered when you send.
- Ranked by how often you have sent to each person.
- Suggested in the recipients step, the viewers section and the Use template dialog.
- Picking a suggestion fills both name and email.
- The list is personal to you, not shared company-wide.
- It only ever contains people you have actually sent to.
How it works
Contacts, step by step
Send as usual
Every recipient is saved to your contacts.
Start typing
Any name or email box suggests matches.
Pick one
Name and email fill in together.
Every option
Contact behavior
| Option | What it does |
|---|---|
| Source | People you have sent to. |
| Ranking | By how often you used them. |
| Scope | Personal to each sender. |
| Where it appears | Recipients, viewers and template role assignment. |
| CLI | autessa e-signature contacts lists them, with an optional query. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Sender | Sees and uses only their own contacts. |
| Everyone else | Cannot see another sender’s contacts. |
Connected
How it connects to the rest of Document Signing
FAQ
Contacts: questions and answers
Do I need to import contacts?
No. Everyone you send to is remembered automatically.
Can my teammates see my contacts?
No. Contacts are personal to each sender.
How are suggestions ordered?
By how often you have sent to each person.
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.
Start free and make it yours