Organize and share · Autessa Document Signing
Sharing and permissions
Every Autessa envelope, template and folder is private to its owner until shared. Share with people, teams, company roles or everyone at your company, each at READ, WRITE, PUBLISH or ADMIN; a colleague gets the highest level from any grant that covers them, and every share, unshare and ownership transfer is recorded on the audit trail.
The problem it solves
Contracts are sensitive by default
An offer letter, a vendor agreement and a settlement should not be visible to the whole company just because they live in the same tool. At the same time, a colleague covering your vacation needs to chase signers on your deals. Per-envelope access levels give each of those exactly what it needs.
What you get
- Private by default: recipients work through their own links and never see your workspace.
- Share with people, teams or company roles, each at its own level, or with everyone at your company.
- READ: view, audit trail and downloads. WRITE: also rename. PUBLISH: also direct links, reminders, resend, void and mark as executed. ADMIN: also share, unshare, transfer ownership and delete.
- The owner always holds ADMIN implicitly.
- PUBLISH is the level for a colleague covering for you: they can chase, void and seal, but not change sharing.
- Transfer ownership moves an envelope to another company member; you keep any explicit grant you had.
- Every share, unshare, sharing level change and ownership transfer is on the audit trail.
How it works
Sharing and permissions, step by step
Open the envelope
Choose Share.
Pick who
People, teams, company roles or everyone at your company.
Pick the level
READ, WRITE, PUBLISH or ADMIN.
Hand over if needed
Transfer ownership when someone leaves or a deal changes hands.
Every option
Access levels on an envelope
| Option | What it does |
|---|---|
| READ | View the envelope and audit trail; download in-progress or sealed copies. |
| WRITE | Also rename. |
| PUBLISH | Also direct links, reminders, resend link, void and mark as executed. |
| ADMIN | Also share, unshare, transfer ownership and delete. |
| Baseline | Private, specific members, or everyone at your company. |
| Transfer ownership | New owner gets implicit ADMIN; recorded on the audit trail. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Owner | Implicit ADMIN on everything they own. |
| Shared colleague | The highest level from any grant covering them. |
| Company admin | Controls which roles can use Document Signing. |
| Signers and viewers | Only their own links; never the workspace. |
FAQ
Sharing and permissions: questions and answers
Who can see my envelopes?
Only you, until you share them. Recipients only ever see their own signing or viewing links.
How do I let a colleague manage my envelopes while I am away?
Share at PUBLISH. They can remind, resend, share direct links, void and mark as executed, but cannot change who it is shared with.
Can I hand an envelope to someone else?
Yes. Transfer ownership moves it to another company member, who gets implicit ADMIN.
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