Templates · Autessa Document Signing
Multi-document templates
An Autessa template can hold a document set: several source files, such as a master agreement, a terms sheet and a payment addendum, merged in order into one signing package. Fields anchor to a document and a page within it, so adding, replacing, reordering or renaming one file never moves fields on the others.
The problem it solves
Legal sent back one edited file
Real agreements are packs. When one document in the pack changes, most tools make you rebuild the whole template, because fields are tied to page numbers in a merged file. Autessa ties fields to each document, so you swap the one file and everything else stays put.
What you get
- A template keeps its source files as a document set, merged in order for signing.
- Add a document: appended to the end, and no existing field moves.
- Replace a document: swaps the file but keeps its position; fields on every other document stay put, and fields on this one past its new last page are dropped.
- Reorder documents: each document’s fields travel with it.
- Rename a document: names the file in the panel.
- Remove a document: takes its fields with it; a template keeps at least one document.
- The Templates list shows how many documents each template has.
How it works
Multi-document templates, step by step
Open the documents panel
Inside the template editor.
Add the files
Upload each document in the order it should appear.
Place fields
Fields anchor to their own document and page.
Replace when needed
Swap a revised file without touching the rest of the pack.
Every option
Document set actions
| Option | What it does |
|---|---|
| Add | Appends a document; no field moves. |
| Replace | Keeps id and position; other documents untouched. |
| Reorder | Fields travel with their document. |
| Rename | Changes the name shown in the panel. |
| Remove | Removes the document and its fields; at least one must remain. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Template owner | Holds ADMIN implicitly: edit, share, unshare and delete. |
| READ | View the template, its roles and fields, and create envelopes from it. |
| WRITE / PUBLISH | Edit the template: fields, roles, documents and layout. Templates have no publish step, so PUBLISH equals WRITE. |
| ADMIN | Share, unshare and delete the template. |
Connected
How it connects to the rest of Document Signing
FAQ
Multi-document templates: questions and answers
Can one template include several documents?
Yes. A template can hold a document set, merged in order into one signing package.
If I replace a document, do I lose my fields?
Only fields on that document that fall past its new last page. Fields on every other document stay exactly where they are.
Can I remove every document?
No. A template must keep at least one document.
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