Organize and share · Autessa Document Signing
Folders
Autessa Document Signing files envelopes in folders that nest and link rather than move: one envelope can sit in several folders at once, such as both “Northwind” and “Q3 Renewals”. Deleting a folder never deletes a contract; it only un-files it.
The problem it solves
A few hundred contracts in, finding things matters
Executed agreements pile up fast. A flat list sorted by date does not help when you need every Northwind contract from 2026. Folders give you a filing structure by client, year or program, without forcing each contract into exactly one place.
What you get
- Create a folder with + beside Folders and name it.
- Nest folders, for example Clients → Northwind → 2026.
- File an envelope by dragging it from the table onto a folder; select several rows to move them together.
- Un-file by dragging onto Unfiled; click a folder to see only its contents, or All for everything.
- An envelope can live in several folders at once.
- Deleting a folder un-files its envelopes (and removes subfolders and their share grants); every envelope survives under Unfiled.
- Folders are private by default and shared like envelopes; a folder you cannot see does not appear in your sidebar.
- Sharing a folder shares the filing structure, not the envelopes inside it, which keep their own sharing.
How it works
Folders, step by step
Create
Click + beside Folders and name it.
Nest
Create folders inside folders.
File
Drag envelopes onto folders.
Share
Give a team a shared filing structure.
Every option
Folder rules
| Option | What it does |
|---|---|
| Nesting | Folders can contain folders. |
| Filing | Links, not moves: one envelope, many folders. |
| Delete folder | Un-files envelopes; removes subfolders and their grants; never deletes contracts. |
| Sharing | Private by default; READ, WRITE, PUBLISH or ADMIN per person, team, role or company. |
| CLI | folder-create, folder-list, folder-add-envelopes and folder-remove-envelopes. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Folder owner | Holds ADMIN: rename, delete, share and file envelopes. |
| Shared member | Sees the folder at their level; envelopes inside still follow their own sharing. |
| Anyone else | Does not see the folder at all. |
Connected
How it connects to the rest of Document Signing
FAQ
Folders: questions and answers
Can an envelope be in more than one folder?
Yes. Filing links an envelope to a folder, so it can sit in several at once.
Does deleting a folder delete the contracts in it?
No. Deleting a folder un-files its envelopes, which reappear under Unfiled.
Does sharing a folder share the envelopes inside?
No. Sharing a folder shares the filing structure. Each envelope keeps its own sharing.
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