Signer experience · Autessa Document Signing
Direct signing links
Direct links let you deliver signing outside email. For any sent Autessa envelope you get one link per recipient that opens straight into signing, and one envelope-level link where whoever opens it enters their email address and is matched to their own slot.
The problem it solves
Invitations land in spam
The most common reason an envelope stalls is that the invitation never reached a human. Corporate filters, typos and busy inboxes all get in the way. Direct links let you paste a working signing link into a chat, a text message or a calendar invite, or hand a tablet to someone sitting across the desk.
What you get
- Per-recipient links: one per signer, opening straight into signing with that person identified.
- An envelope-level link: the same link for everybody; each person enters their email to reach their own slot.
- Use them in chat, text messages and calendar invites, or open one on a tablet for in-person signing.
- A per-recipient link is exactly as powerful as the emailed invitation, so send it only to that person.
- Use the envelope-level link when posting into a channel where several recipients will see it.
- Links carry the envelope’s expiry.
- Available from the envelope detail page, from the API and from the CLI (envelope-direct-links).
How it works
Direct signing links, step by step
Open the envelope
From Document Signing, open any sent envelope.
Choose Direct link
See every recipient with their link and status, plus the envelope link.
Copy and share
Paste the right link into the channel you are using.
Or sign in person
Open the link on a tablet and hand it over.
Every option
Direct link types
| Option | What it does |
|---|---|
| Per-recipient link | Opens straight into signing for one named recipient. |
| Envelope-level link | Shared by everyone; asks for an email and matches the slot. |
| Expiry | The envelope’s link expiry applies. |
| Who can reveal links | People with PUBLISH or above on the envelope. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| READ | View the envelope and audit trail; download the in-progress copy or the sealed PDF. |
| WRITE | Everything in READ, plus rename. |
| PUBLISH | Everything in WRITE, plus direct links, send reminder, resend link, void and mark as executed. |
| ADMIN (and the owner) | Everything in PUBLISH, plus share, unshare, transfer ownership and delete (drafts and voided envelopes only). |
Connected
How it connects to the rest of Document Signing
Document Signing feature
Reminders and resend
The email-based way to nudge.
Document Signing feature
Signing without an account
What opens when someone uses the link.
Document Signing feature
Permissions
Direct links need PUBLISH access.
Autessa product
Autessa Phone and Texting
Text a signing link from the same platform.
FAQ
Direct signing links: questions and answers
What do I do if the signing email went to spam?
Open the envelope and use Direct link. Copy the signer’s link and send it by chat, text or calendar invite.
Can someone sign in person on a tablet?
Yes. Open their per-recipient direct link on the tablet and hand it over.
Can I post one link for everyone?
Yes. The envelope-level link works for every recipient: each enters their email and reaches their own slot.
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