Generating documents

There are two ways to create a document in Autosignly:

From a template — fill in the variables of an existing template.
From a PDF — upload a ready file as the document.

Generated documents appear on the documents list and can then be sent for signature.

Counterparty vs. signer — important distinction

The counterparty is the party of the document — it can be a company (Business) or a private person. The generated document is assigned to the selected counterparty and appears on the documents list (and on that counterparty's own document list).

Signing is a separate matter: a document must always be signed by a natural person — a company as such cannot sign. Signers are added in a separate step, when you send the document for signature — not here. Only a counterparty saved as Private can additionally be used as a signer. See Suppliers and Signatures.

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Screenshots are generated automatically from the test environment and are available in Polish and English.