Send for signature · Autessa Document Signing
Upload any document
Autessa Document Signing lets you send almost any file for electronic signature, not just PDFs. Drop in a Word document, an Excel sheet, a PowerPoint deck, an Outlook .msg, an image or a PDF, and Autessa converts it to a PDF on upload so every signer sees and signs the same pages.
The problem it solves
Contracts rarely start life as a PDF
Most agreements are drafted in Word, pricing lives in Excel, and scopes get approved over email. Exporting, renaming and re-uploading each one before you can ask for a signature is a small tax on every deal. Autessa takes the file you already have and does the conversion for you, so the only thing you prepare is the signing itself.
What you get
- Upload PDF, Word, Excel, PowerPoint, OpenDocument, RTF, plain text, HTML, Pages and Outlook .msg files.
- Images work too: PNG, JPG, GIF, BMP, TIFF and HEIC, so a photo of a paper form can go out for signature.
- Anything that is not already a PDF is converted to one on upload; the button reads Converting… while it works.
- Each file can be up to 25 MB.
- The document title is filled in from the file name (without the extension), and you can change it before you continue.
- What every signer sees, and what is sealed at the end, is the converted PDF, so you review the real pages before placing fields.
- While the envelope is a draft you can append more PDFs, delete pages and reorder them.
How it works
Upload any document, step by step
Start a new envelope
From Document Signing, choose New envelope. You land on the upload step, the first of four: upload, recipients, fields and review.
Drop the file
Drag a file onto the upload area or click to browse. Office files, text, HTML, .msg and images are converted to PDF; PDFs are used as they are.
Name it
Give it a document title. The file name is suggested, but a title such as “Vendor MSA: ACME Corp.” reads far better in the envelope list and in invitation emails.
Check the preview
Continue to the next step and look at the converted pages before you place fields, especially for Word documents with unusual layouts. The builder saves your work as you move between steps.
Every option
What you can upload
| Option | What it does |
|---|---|
| Used as uploaded. | |
| Word, Excel, PowerPoint | Converted to PDF on upload. |
| OpenDocument, RTF, plain text, HTML, Pages | Converted to PDF on upload. |
| Outlook .msg | The email is converted to PDF, so an approved scope sent by email can be signed. |
| Images | PNG, JPG, GIF, BMP, TIFF and HEIC, converted to a PDF page. |
| File size | Up to 25 MB per file. |
| Document title | Prefilled from the file name; editable here and later with Rename. |
| Append a PDF | Add a schedule or addendum to the end of a draft envelope. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Sender (envelope owner) | Create the envelope, set recipients, place fields, edit pages while it is a draft, and send. The owner always holds ADMIN on their own envelope. |
| Colleague with WRITE | Rename the envelope. Preparing and sending a draft is the owner’s job. |
| Colleague with PUBLISH | Once sent: direct links, reminders, resend link, void and mark as executed. |
| Company admin | Decide which roles can use Document Signing at all. It appears in the sidebar only for people whose role allows it. |
Guided tour with a sample agreement
New to e-signatures? The in-app Document Signing walkthrough loads a sample Mutual Services Agreement, has you drag three fields onto it and send it to yourself, so you learn the whole flow in a few minutes with nothing at stake.
Connected
How it connects to the rest of Document Signing
Document Signing feature
Page editing and redlines
Delete pages, append a PDF, reorder and strike clauses while the envelope is a draft.
Document Signing feature
Signing order
The next step: who signs, in what order, and who is only CC’d.
Document Signing feature
Templates
Uploading the same document again and again? Turn it into a template once.
Autessa product
Autessa Drive
Keep source documents and signed copies with the rest of your company files.
FAQ
Upload any document: questions and answers
Can I send a Word document for signature?
Yes. Upload the .docx and Autessa converts it to a PDF on upload. Signers see and sign the converted PDF, so check the preview before you place fields.
What is the file size limit?
Each file can be up to 25 MB. Large files take a few seconds to convert, and the button reads Converting… while that happens.
Can I sign a photo of a paper document?
Yes. PNG, JPG, GIF, BMP, TIFF and HEIC images are converted to a PDF page that you can place fields on and send.
Can I add another document after uploading?
Yes, while the envelope is still a draft. Use Append PDF to add a schedule or addendum to the end, and reorder or delete pages as needed.
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