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DocStudio Structure

This document explains the basic DocStudio structure, including accounts, mailboxes, users, templates, and envelopes.

DocStudio structure overview

DocStudio is built around several main concepts:

  • Account — defines how the user accesses and uses DocStudio.

  • Mailbox — defines which email address is used for sending envelopes and receiving related notifications.

  • User — a person who works in DocStudio.

  • Admin — a user with additional permissions to manage account settings and access.

  • Template — a reusable setup for creating envelopes faster.

  • Envelope — a document package sent to recipients for signing, approval, completion, or review.

These concepts work differently in a Personal Account and a Corporate Account.

Start with Personal Account or Corporate Account if you need details for a specific account type.

Personal Account

A Personal Account is intended for individual use.

In this account type, one user works with their own documents, templates, envelopes, and mailbox. The user manages their own document flow without company-level access management or shared organization resources.

How a Personal Account works

In a Personal Account:

  • the account belongs to one user

  • the user works with their own documents, templates, and envelopes

  • envelopes are sent from the user’s personal mailbox

  • completed documents and envelope-related notifications are received by the personal mailbox

  • there are no organization members managed by an admin

  • access to documents and envelopes is controlled by the account owner

Mailbox in a Personal Account

In a Personal Account, the mailbox belongs to one user.

It is used to:

  • send envelopes

  • receive envelope-related notifications

  • receive completed documents

The mailbox is not shared with other users.

Read more:

Corporate Account

A Corporate Account is intended for companies, teams, departments, or organizations.

In this account type, multiple users can work within the same corporate environment. Access to templates, envelopes, mailboxes, and account settings may depend on user roles and permissions.

How a Corporate Account works

In a Corporate Account:

  • the account belongs to a company or organization

  • admins can invite and manage multiple users

  • users may have different roles and permissions

  • admins can manage users, access, and account settings

  • users may work with shared company resources

  • envelopes can be sent from corporate mailboxes

  • mailbox access depends on permissions

Mailbox in a Corporate Account

In a Corporate Account, mailboxes can be used as company or team email identities.

They can be used to:

  • send envelopes on behalf of a company, team, or department

  • receive envelope-related notifications

  • receive completed documents

  • separate business communication from a user’s personal mailbox

  • allow authorized users to send envelopes from shared mailboxes

A user can use only the mailboxes they have access to.

Read more:

Personal Account vs Corporate Account

Key Concepts

Account

An Account defines how a user accesses DocStudio and what functionality is available.

There are two main account types:

  • Personal Account

  • Corporate Account

The account type defines what the user can manage, which mailbox they can use, and whether they work independently or as part of an organization.

See Personal Account and Corporate Account for details.

Mailbox

A Mailbox is an email identity used to send envelopes and receive related notifications.

A mailbox can be used to:

  • send envelopes

  • receive envelope notifications

  • manage document communication between the sender and recipients

See How to Set a Default Mailbox, How to Control Mailbox Visibility, and How to Find a Mailbox ID (UUID) for common mailbox actions.

User

A user is a person who has access to a DocStudio account.

A user may be able to:

  • create envelopes

  • send envelopes to recipients

  • sign or complete documents

  • approve or review documents

  • create and use templates

  • access specific mailboxes

  • manage documents and envelope flows

See Personal Settings Page Overview, How to Change Your Password, and How to Delete a Profile for user-level actions.

Corporate Account Admin

An Account Admin is a user with additional management permissions in a Corporate Account.

An admin may be able to:

  • invite and manage users

  • configure access permissions

  • manage corporate mailboxes

  • update account or organization settings

Admin functionality is not available in a Personal Account because there are no organization members or shared corporate resources to manage.

See How to Add a Corporate Account Admin to learn more.

Envelope

An Envelope is a package that contains one or more documents sent to recipients for action.

An envelope may include:

  • documents

  • recipients

  • recipient roles

  • fields to complete or sign

  • message or subject

  • signing or approval flow

  • sending mailbox

  • envelope status

Recipients may be asked to sign, approve, complete, review, or receive documents depending on their assigned role.

See How to Create and Send an Envelope for the full workflow.

Template

A Template is a reusable setup that helps users create envelopes faster.

A template can include predefined:

  • documents

  • dynamic fields

  • recipient roles

  • signing or approval flow

  • settings used during envelope creation

Templates help standardize document processes and reduce the time needed to prepare envelopes.

See How to Create and Configure a Template for setup details.

Related pages

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