> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/user/getting-started.md).
# Getting Started
This document provides basic knowledge about DocStudio and its functionality.
{% hint style="info" %}
**Looking for API documentation?**
If you want to integrate DocStudio with your system, use the developer documentation. It includes API methods, application tokens, callbacks, integrations, and examples for automation.
[Open DocStudio for Developers](https://developers.docstudio.com/)
{% endhint %}
{% hint style="info" %}
See the [Glossary](/glossary/glossary.md) for DocStudio term definitions.
{% endhint %}
### User Profile
Before setting up templates and sending envelopes, sign in to DocStudio. Then review [Personal Settings Page Overview](/user/user-profile/personal-settings-page-overview.md).
* Make sure your first name and last name are correct
* Add or update your [electronic signature](/user/user-profile/how-to-add-or-edit-an-electronic-signature.md)
Optional:
* Add or update [initials](/user/user-profile/how-to-add-or-edit-initials.md)
* [Upload a user icon](/user/user-profile/how-to-upload-a-user-icon.md)
### Send Your First Envelope
#### Dashboard Quick send
If you only need to send files for signing and do not want to go through the full envelope creation process, you can simply use **Quick send** from the **Dashboard** to upload and send files.
1. Open the **Dashboard**.
2. Click the button.
3. Upload your file(s) in the modal window.
4. Check the uploaded file(s) list and click the button.
5. Enter the recipient's email.\
— You can also **Add approver or send a copy**.
6. Click the button.
7. In the top-right corner, click the button.
**Learn more:**
* [Dashboard Page Overview](/user/dashboard/dashboard-page-overview.md)
* [How to Upload a Document for Electronic Signature](/user/dashboard/how-to-upload-a-document-for-electronic-signature.md).
#### Create from a template
For more advanced or reusable workflows, you can create a new template or use an existing one. Templates allow you to configure the document structure, add fields, define recipients, and prepare everything in advance before sending.
1. Open a template card on the dashboard, or a template in the templates list.
2. Click the template card to start an envelope draft.
#### Create by cloning an envelope
1. Open an existing envelope.
2. Click the **Clone** icon.
{% hint style="warning" %}
You won’t see the **Clone** icon if:
* your mailbox has no access to the source template
* the envelope was created via **Quick send**
{% endhint %}
After creation, the envelope opens as a draft.
1. Fill in roles for the envelope flow.
2. Use **I am assignee/approver/signer** to assign yourself to a role.
3. After you fill all required fields, send the envelope to the next participant.
Click the button to save the envelope and send it later.
{% hint style="info" %}
**Save draft** option is not available for **Quick send** envelopes.
{% endhint %}
After the first save, the envelope auto-saves after each change. The indicator next to the shows the save status. Auto-save saves your changes, but it does not send the envelope. Auto-save also works for envelopes in **Waiting for you** status.
**Learn more:**
* [How to Create and Send an Envelope](/user/envelopes/how-to-create-and-send-an-envelope.md)
### Sign an Envelope
**Learn more:**
* [How to Complete an Incoming Envelope (Existing DocStudio User)](/user/envelope-invitations-and-completion/how-to-complete-an-incoming-envelope-existing-docstudio-user.md)
* [How to Complete an Incoming Envelope (First-Time Recipient)](/user/envelope-invitations-and-completion/how-to-complete-an-incoming-envelope-first-time-recipient.md)
* [How to Sign an Envelope (Electronic Signature)](/user/sign-and-download-envelopes/how-to-sign-an-envelope-electronic-signature.md)
* [How to Sign an Envelope (Qualified Electronic Signature)](/user/sign-and-download-envelopes/how-to-sign-an-envelope-qualified-electronic-signature.md)
* [How to Sign Several Envelopes at Once](/user/sign-and-download-envelopes/how-to-sign-several-envelopes-at-once.md)
### Track Envelope Status
#### Check **Dashboard**
{% columns %}
{% column %}
Open **Dashboard** and look in **Waiting for you** section.
Use this section to quickly find envelopes that need your action.
{% endcolumn %}
{% column %}
{% endcolumn %}
{% endcolumns %}
#### Check **Mailbox**
Open **Mailbox** to review the full envelope list. Use the envelope list to monitor current, completed, cancelled, or expired envelopes.
#### Filter by status
{% columns %}
{% column %}
Use default status filters to find envelopes faster:
* **Waiting for you**
* **On approval**
* **Pending**
* **Completed**
* **Cancelled**
* **Expired**
Use these filters to understand the current stage of the envelope and find documents that still require action.
{% endcolumn %}
{% column %}
{% endcolumn %}
{% endcolumns %}
#### If you cannot find the envelope
* Make sure you are in the correct mailbox.
* Switch mailboxes and check again.
* If needed, combine filters and search to narrow the result.
**Learn more:**
* [How to Find Envelopes That Require Action](/user/envelopes/how-to-find-envelopes-that-require-action.md)
* [How to Filter Envelopes](/user/envelopes/how-to-filter-envelopes.md)
* [How to Customize the Envelope List](/user/envelopes/how-to-customize-the-envelope-list.md)
* [Envelope Flow Statuses](/user/envelope-invitations-and-completion/envelope-flow-statuses.md)
### Download Completed Envelopes
{% hint style="info" %}
You can download signed documents after all participants with the [**Signer**](/user/envelope-processing-flow-template-configuration/processing-flow-role-types.md) role complete their steps.
{% endhint %}
#### Download from the envelope page
1. Make sure the envelope is completed.
2. Open the envelope.
3. Click the **Download**  icon in the envelope header to download the full envelope archive
**Optional:**
* Click the **Download**  icon next to a document name to download only that document archive.
{% columns %}
{% column %}
Full envelope archive:
{% endcolumn %}
{% column %}
Single document archive:
{% endcolumn %}
{% endcolumns %}
The archive downloads right after you click the download icon .
#### Download multiple envelopes
1. Open your mailbox and select the envelopes you want to download.
2. Click the **More option**s  icon.
3. From the dropdown menu, click the **Download envelopes**  icon.
4. Click **Full archive**.
### Related topics
* [Template Builder](/user/template-builder.md)
* [Template Links & Public Envelope Creation](/user/template-links-and-public-envelope-creation.md)
* [Envelope Approvals & Delegation](/user/envelope-approvals-and-delegation.md)
* [Envelope Comments](/user/envelope-comments.md)
* [Scenarios](/user/scenarios.md)
* [Dictionaries](/user/dictionaries.md)
* [Integrations & API Access](/admin-panel/integrations-and-api-access.md)
button.
3. Upload your file(s) in the modal window.
4. Check the uploaded file(s) list and click the 
button.
5. Enter the recipient's email.\
— You can also **Add approver or send a copy**.
6. Click the 
button.
7. In the top-right corner, click the 
button.
**Learn more:**
* [Dashboard Page Overview](/user/dashboard/dashboard-page-overview.md)
* [How to Upload a Document for Electronic Signature](/user/dashboard/how-to-upload-a-document-for-electronic-signature.md).
#### Create from a template
For more advanced or reusable workflows, you can create a new template or use an existing one. Templates allow you to configure the document structure, add fields, define recipients, and prepare everything in advance before sending.
1. Open a template card on the dashboard, or a template in the templates list.
2. Click the template card to start an envelope draft.
icon.
button to save the envelope and send it later.
{% hint style="info" %}
**Save draft** option is not available for **Quick send** envelopes.
{% endhint %}
After the first save, the envelope auto-saves after each change. The indicator next to the 
shows the save status. Auto-save saves your changes, but it does not send the envelope. Auto-save also works for envelopes in **Waiting for you** status.
**Learn more:**
* [How to Create and Send an Envelope](/user/envelopes/how-to-create-and-send-an-envelope.md)
### Sign an Envelope
