Send for signature · Autessa Document Signing
Drag-and-drop field editor
Autessa Document Signing includes a drag-and-drop field editor: a toolbox of signature fields on the left, the document in the middle and a properties panel on the right. Drag Signature, Initials, Name, Email, Date signed, Text and Checkbox fields onto any page, assign each to a signer, and copy them across pages with keyboard shortcuts.
The problem it solves
Long contracts make field placement slow
An agreement with an initials box on every page, two signers and a dozen dates can take longer to prepare than to sign. Signers then miss fields because they are hard to find. The Autessa editor is built for long documents: page thumbnails, zoom, undo, multi-select and copy-paste across pages, with every field color-coded to its signer.
What you get
- Signer fields: Signature, Initials, Name, Email, Date signed (stamped automatically), Text and Checkbox.
- Prefilled content: Static text, Multi-line text, Static date and Image, filled by you before sending.
- Every signer field belongs to exactly one slot, color-coded to match the signer.
- Mark a field required, and give it a label such as “Pricing” so validation errors name the exact box.
- Set font (Helvetica, Times or Courier), size, color and rotation in the properties panel.
- Undo and redo (Ctrl+Z / Ctrl+Shift+Z), copy and paste across pages (Ctrl+C / Ctrl+V), duplicate (Ctrl+D) and delete.
- Select several fields to reassign them to one signer, mark them required or delete them together.
- Page thumbnails and zoom for precise placement on dense, long documents.
How it works
Drag-and-drop field editor, step by step
Drag a field onto the page
Pick a field from the toolbox and drop it where it belongs.
Assign it
Choose which signer fills it. The field takes on that signer’s color.
Label and require it
Name the field and mark it required if the signer must not skip it.
Repeat quickly
Copy an initials box and paste it on every page, or multi-select fields to reassign them together. Click Review when you are done.
Every option
Field types and properties
| Option | What it does |
|---|---|
| Signature | The signer draws, types or uploads a signature. |
| Initials | Same as Signature, sized for an initials box. |
| Name / Email | The signer types their full name or email address. |
| Date signed | Stamped automatically when the signer signs. |
| Text | Free-text entry; you can set a default value the signer can edit. |
| Checkbox | The signer ticks it or leaves it blank. |
| Static text, Multi-line text, Static date, Image | Prefilled by the sender and baked into the PDF on send. |
| Who fills this? | A signer (assigned to a slot) or prefilled by you. |
| Label | Names the field in validation errors. |
| Required | The signer cannot submit without it; required prefilled fields block sending until filled. |
| Typography | Font (Helvetica, Times, Courier), size and color. |
| Position, size, rotation | Drag to move and resize; rotation is set in the panel. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Sender (envelope owner) | Create the envelope, set recipients, place fields, edit pages while it is a draft, and send. The owner always holds ADMIN on their own envelope. |
| Colleague with WRITE | Rename the envelope. Preparing and sending a draft is the owner’s job. |
| Colleague with PUBLISH | Once sent: direct links, reminders, resend link, void and mark as executed. |
| Company admin | Decide which roles can use Document Signing at all. It appears in the sidebar only for people whose role allows it. |
Built for larger screens, honest on phones
Placing fields beside two side panels needs room, so on a phone the editor says plainly that it works best on a computer or tablet. Everything else in Document Signing, including reviewing and sending, works at phone width.
Connected
How it connects to the rest of Document Signing
Document Signing feature
Prefilled content
The sender-filled half of the toolbox: prices, dates, logos.
Document Signing feature
Adopt a signature
What happens when a signer taps a Signature field.
Document Signing feature
Signer checklist
Every field you place becomes a checklist item on the signer’s side.
Document Signing feature
Templates
The same editor, with fields assigned to roles instead of people.
FAQ
Drag-and-drop field editor: questions and answers
What fields can I add to a document?
Signature, Initials, Name, Email, Date signed, Text and Checkbox for signers, plus Static text, Multi-line text, Static date and Image that you fill before sending.
Can I copy a field to every page?
Yes. Select it, press Ctrl+C, move to another page and press Ctrl+V. Copy and paste works across pages, which is ideal for initials.
Can I reassign several fields at once?
Yes. Select several fields and the right panel lets you assign them all to one signer, mark them required, or delete them together.
Why should I label fields?
Labels name the field in validation errors, so a blocked send tells you which box is empty instead of “a field on page 3”.
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