Tracking and closing · Autessa Document Signing
Envelope tracking
Autessa Document Signing tracks every envelope from Draft to Completed. The envelope list shows status, recipients and a signatures-collected-versus-required counter, with status, people, sort and search filters, and each envelope’s page shows every recipient’s milestones: invited, viewed, signed or rejected.
The problem it solves
“Did they ever open it?”
Knowing that a contract is out is not enough. You need to know that she opened it twice and never signed, or that the countersigner has not been invited yet because it is not their turn. Autessa shows the state of every slot and every envelope at a glance.
What you get
- Envelope statuses: Draft, Sent (shown as Out for signature), Completed, Rejected, Voided and Expired.
- The list opens on Drafts and Out for signature, your day-to-day working set; expired envelopes stay hidden until you select that filter.
- Filters combine: a status multi-select, People (one recipient), Sort (last activity, created date or title) and Search (titles and recipient emails).
- Each row shows signatures collected versus required, counting slots rather than people.
- Each recipient card shows milestones: Invited, Viewed, Signed, Rejected (with the reason).
- Under One at a time, signers past the current turn show as pending.
- Viewers appear separately, marked Notified.
- Drafts open in the builder; everything else opens on the detail page.
- Select several drafts or voided envelopes and delete them together; ineligible rows are skipped and the dialog says how many.
How it works
Envelope tracking, step by step
Open Document Signing
The list shows your drafts and envelopes out for signature, with folders on the left.
Filter
Combine status, person, sort and search to find any envelope.
Open an envelope
See each recipient’s milestones and the full audit trail.
Act
Remind, resend, share direct links, download, mark as executed or void, depending on your access.
Every option
Statuses and filters
| Option | What it does |
|---|---|
| Draft | Being prepared. Opens in the builder. |
| Sent (Out for signature) | Invitations are out. |
| Completed | Every required slot signed (or marked as executed); sealed. |
| Rejected | A signer declined. |
| Voided | Canceled by the sender with a reason. |
| Expired | The link expiry passed; hidden unless selected. |
| Recipient milestones | Invited, Viewed, Signed, Rejected; viewers show Notified. |
| Filters | Status, People, Sort (last activity, created, title), Search (title, recipient email), Folder. |
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
FAQ
Envelope tracking: questions and answers
How do I see who has signed?
Open the envelope. Each recipient card shows Invited, Viewed, Signed or Rejected, and the list shows signatures collected versus required.
Why don’t I see expired envelopes?
Expired envelopes are hidden until you select the Expired filter explicitly.
Does the counter count people or signatures?
Signatures, by slot. A client group of three people counts as one required signature.
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