Getting Started

This document provides basic knowledge about DocStudio and it's functionality

User Profile

Before you start setting up templates and sending envelopes, Sign in to DocStudio and take a minute to review your Personal Setting Page.

• Make sure your first name and last name are correct

• Addopt a signature

Optional:

• Add initials

• Upload a user icon

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

• How to Upload a Document for e-Signature.

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.

You won’t see the Clone icon if:

• your mailbox has no access to the source template

• the envelope was created via Quicksend

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.

Save draft option is not available for Quicksend envelopes.

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

Sign an Envelope

Learn more:

• How to Complete an Incoming Envelope (Existing DocStudio User)

• How to Complete an Incoming Envelope (First-Time Recipient)

• How to Sign an Envelope (E-Ink Signature)

• How to Sign an Envelope (Qualified Electronic Signature)

• How to Sign Several Envelopes at Once

Track Envelope Status

Check Dashboard

Open Dashboard and look in Waiting for you section.

Use this section to quickly find envelopes that need your action.

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

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.

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

• How to Filter Envelopes

• How to Customize the Envelope List

• Envelope Flow Statuses

Download Completed Envelopes

You can download signed documents after all participants with the Signer role complete their steps.

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.

Full envelope archive:

Single document archive:

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 options icon.

3. From a dropdown menu click the Download envelopes icon.

4. Click Full archive.

Related topics

• Template Builder — create and manage templates

• Template Links & Public Envelope Creation — share templates through public links

• Envelope Approvals & Delegation — send for approval and delegate actions

• Envelope Comments — discuss envelope content inside the workflow

• Scenarios — automate multi-step document processes

• Dictionaries — manage reusable reference data

• Integrations & API Access — connect external systems and use API tools