Tracking and closing · Autessa Document Signing
Reminders and resend link
Autessa Document Signing lets you nudge signers in two ways: Send reminder emails everyone still outstanding, and Resend link emails one hold-out a fresh invitation. Both are recorded on the audit trail. You can also have an agent call or email a signer who has not signed.
The problem it solves
Signers forget
Most stalled contracts are not disputes; the invitation just slipped down an inbox. A polite reminder at the right moment is usually all it takes, and resending one person’s link fixes the cases where the original was lost.
What you get
- Send reminder emails every recipient who has not signed yet.
- Resend link, from a recipient’s card, emails just that person a fresh invitation.
- Every reminder is a REMINDER_SENT event on the audit trail.
- Reminders in the web app are manual, so nothing nags signers without you deciding to.
- For scheduled chasing, a scheduled script can call the reminder action through the SDK or the API.
- When email is the problem, use Direct link instead.
How it works
Reminders and resend link, step by step
Open the envelope
See who is still outstanding.
Remind everyone
Send reminder emails all outstanding signers.
Or resend to one person
Open their card and choose Resend link.
Automate if you want
Run a scheduled script that reminds outstanding signers on your own cadence.
Every option
Nudge options
| Option | What it does |
|---|---|
| Send reminder | Emails everyone outstanding. |
| Resend link | Emails one recipient a fresh invitation. |
| Scheduled reminders | Built with a scheduled script against the SDK or API. |
| Access | 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). |
Automated chasing, your way
Because envelope.remind is a call like any other, a scheduled job can remind outstanding signers every few days, only on business days, or only on envelopes over a certain age. You decide the rules.
Connected
How it connects to the rest of Document Signing
FAQ
Reminders and resend link: questions and answers
Can Autessa send automatic signing reminders?
Yes. Send reminders with one click in the web app, or schedule a script that calls the reminder action through the SDK or API to chase signers on whatever cadence you choose.
Can I remind just one person?
Yes. Open their recipient card and choose Resend link.
Are reminders recorded?
Yes. Each one is recorded on the audit trail.
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