Templates · Autessa Document Signing
Reusable templates
Autessa e-signature templates hold a document, a field layout and named roles such as Client and Provider instead of specific people. Signing order, completion policy and viewer roles are baked in, so creating a new envelope is just assigning a real person to each role.
The problem it solves
Laying out the same NDA for the hundredth time
Engagement letters, NDAs, onboarding packs and renewals go out over and over, and each send means placing the same fields and setting the same order. Mistakes creep in. A template removes the two slow parts and leaves only the part that changes: who signs.
What you get
- Build a template by uploading a document under Templates, with a title and a short description.
- Name roles in the order they should sign, using names people recognize (Client, Ops rep).
- Mark any role as a viewer role for a CC that never signs.
- Set the default signing order and completion policy; every envelope from the template inherits them.
- Lay out fields exactly as on an envelope, assigning each to a role, with the same toolbox, undo, copy and paste, labels and required flags.
- Use template: name the envelope, assign an email (and optional name) to each role, add a client group to any signer role, and create a ready-to-send draft.
- Instantiation copies rather than links, so editing a template never changes envelopes already created from it.
- The Templates list shows role, field and document counts; Edit details changes the title, description, signing order and completion policy.
How it works
Reusable templates, step by step
New template
Upload the document and give it a title and description.
Roles
Name the signing roles in order, mark viewer roles, and set the default signing order.
Fields
Drag fields onto the document and assign each to a role.
Save, then use
Click Use template, assign people to roles and create the draft. Fill any required prefill and send.
Every option
Template options
| Option | What it does |
|---|---|
| Title and description | Helps teams find the right one among dozens. |
| Roles | Named signer roles, in signing order. |
| Viewer roles | CC roles: single address, no slot, no group. |
| Signing order | Everyone at once or One at a time; inherited by every envelope. |
| Completion policy | Every slot signs, or the first signature completes. |
| Fields | Assigned to roles; same field types and properties as envelopes. |
| Use template | Title plus a person per role (with optional client group) creates a draft. |
| Conversion | There is no “save envelope as template”; upload the file under Templates. |
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. |
Guided template walkthrough
The in-app tour can build a sample “Mutual Services Agreement” template with a Client role, so you see roles, fields and Use template end to end before building your own.
Connected
How it connects to the rest of Document Signing
Document Signing feature
Multi-document templates
Bundle several files in one template.
Document Signing feature
Client groups
Add several people to a role when you use the template.
Document Signing feature
Scripts and automations
Create envelopes from a template in a few lines.
Autessa product
Autessa Recruit
Offer letters are a natural fit for a template.
FAQ
Reusable templates: questions and answers
Does Autessa have e-signature templates?
Yes. A template holds a document set, a field layout and named roles, plus signing order, completion policy and viewer roles. Use template creates a ready-to-send draft.
How do I turn a contract I send often into a template?
Upload the same file under Templates and lay the fields out once. Every send after that is choosing who signs.
Does editing a template change envelopes I already created?
No. Creating an envelope copies the template, so later edits never touch existing envelopes.
Who on my team can send from a template?
Anyone with READ access. READ lets people send from a template without changing the layout everyone depends on.
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