AppsDocument Signing

Autessa Document Signing

Send for signature

Sending a document for signature in Autessa takes four steps: upload, recipients, fields and review. You can upload Word, Excel, PowerPoint, images, Outlook .msg files or PDFs; decide whether everyone signs at once or one at a time; put several people in one slot so any one of them signs; CC viewers; drag fields onto the pages; prefill the deal terms; fix pages; and send.

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Fields · Master Services AgreementSample
Fields
Signature
Initials
Name
Email
Date signed
Prefilled
Static text
Multi-line text
Static date
Signature
Date signed
Signature
Initials
Ctrl+ZCtrl+CCtrl+VCtrl+D
Field properties
Who fills
Dana Fox
Label
Client signature
Required
Yes
Font
Helvetica 12

In one sentence

Autessa Document Signing turns any file into a signing envelope in four steps: upload, recipients and signing order, fields, and review.

The builder saves your work between steps, refuses to send a contract with empty required clauses, and freezes the document the moment it goes out, so what people sign is exactly what you prepared.

In this area

  • Parallel or sequential signing order, with numbered signer slots.
  • Client groups where any one of several people signs for a party.
  • Viewers who get every version automatically and never hold anything up.
  • Prefilled prices, dates and logos flattened into the PDF on send.
  • Delete, append, reorder and redline pages while it is a draft.

The builder

Four steps from file to signature

  1. 0

    Upload

    PDF, Word, Excel, images, .msg and more

  2. 1

    Recipients

    Signing order, slots, client groups, viewers

  3. 2

    Fields

    Drag fields, prefill content, edit pages

  4. 3

    Review

    Check every slot, write the message, send

Features

Everything in send for signature

Upload any document

Autessa Document Signing accepts PDFs, Word, Excel, PowerPoint, OpenDocument, RTF, text, HTML, Pages, Outlook .msg and image files and converts each to a PDF on upload.

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Signing order

Autessa Document Signing supports parallel signing (everyone at once) and sequential signing (one at a time), where each numbered slot is invited when the one before it finishes.

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Client groups (any one signs)

A client group puts several people in one signer slot so that any one of them can sign for it, and an envelope can also be set to complete on the first signature.

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CC viewers

Viewers are CC recipients who never sign: Autessa emails them a read-only copy on send, a clearly marked progress copy after each signature, and the sealed document at the end.

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Drag-and-drop field editor

The field editor lets you drag signature, initials, name, email, date signed, text and checkbox fields onto the document, assign each to a signer and copy them across pages.

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Prefilled content

Prefilled content (static text, multi-line text, static dates and images) is filled by the sender and flattened into the PDF at send, so every signature covers it and no signer can change it.

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Page editing and redlines

Before sending, you can delete pages, append a PDF addendum, reorder pages and draw red strike lines through clauses, and the document is frozen once it is sent.

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Review and send

The review step summarizes the envelope, blocks the send while any required prefilled field is empty, and lets you set a custom invitation subject and note before sending.

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Keep exploring

Other areas of Document Signing

Start with upload any document →

Send for signature, built into Autessa

Autessa Document Signing turns any file into a signing envelope in four steps: upload, recipients and signing order, fields, and review.

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Free · unlimited users and envelopes · signers need no account · sealed PDF with a Certificate of Completion

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