Autessa Document Signing
Templates
Autessa e-signature templates turn repeat documents into a two-minute job. A template holds a document set, a field layout bound to named roles like Client and Provider, the signing order, the completion policy and any viewer roles. To send, choose Use template and assign a person to each role.
In one sentence
A template is a document set plus a field layout plus named roles, so every repeat send is only a matter of choosing who signs.
Templates can hold several documents, and fields anchor to each one, so when Legal sends back a revised file you replace just that file and the rest of the pack is untouched.
In this area
- Roles instead of people, with viewer roles for CC.
- Default signing order and completion policy inherited by every envelope.
- Multi-document sets with add, replace, reorder, rename and remove.
- Share at READ so teams can send without changing the layout.
Features
Everything in templates
Reusable templates
Templates hold a field layout bound to named roles, plus signing order, completion policy and viewer roles, so a new envelope is created by assigning people to roles.
Read more →Multi-document templates
A template can hold a document set whose fields anchor to each document, so adding, replacing, reordering or renaming one file never moves fields on the others.
Read more →Keep exploring
Other areas of Document Signing
Send for signature →
Autessa Document Signing turns any file into a signing envelope in four steps: upload, recipients and signing order, fields, and review.
Signer experience →
Signers never create an account or install anything: they open a link, agree to sign electronically, fill their fields and sign in the browser.
Tracking and closing →
Every envelope shows exactly where it stands and ends one of three ways: it completes, you mark it executed, or you void it.
Audit trail and sealed PDFs →
Every signature is embedded in the PDF as a PAdES digital signature, so any change after signing is detectable in any standard PDF reader, not only in Autessa.
Organize and share →
Envelopes are private to the sender until shared, live in as many folders as you like, and can be handed to a colleague with ownership transfer.
Developers and automation →
Everything the web app does to an envelope, your scripts, apps and back-end systems can do through the same service and the same 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