| Access level | Defines who can find and use a template, dictionary, scenario, or similar object. | Access Levels |
| Account | A top-level workspace that contains users, mailboxes, settings, and billing. | How to Edit Personal Account Settings |
| Account invite | An invitation that gives a user access to an account or mailbox. | Account Invites Overview |
| Account Owner | The default system role with full account-level permissions in the admin panel. | Role Management |
| Account permission | A permission that grants access to account-level actions in the admin area. | Account Permissions |
| Account role | A role that groups account-level permissions. | Role Management |
| Account UUID | A unique identifier assigned to an account. | How to Find Your User UUID and Account UUID |
| Active forwarding | A mailbox setting that enables automatic forwarding of incoming envelopes. | Mailbox Settings Overview |
| Admin panel | The administrative area where you manage account settings, users, mailboxes, integrations, and billing. | How to Edit Personal Account Settings |
| Advanced Electronic Signature (AES) | A digital signature type supported for signing and validation flows. | How to Read an Advanced Electronic Signature |
| AI Assistant | An assistant inside an envelope that answers questions and keeps conversation history. | How to Use the AI Assistant in Envelopes |
| Application token | A token used for API access instead of an interactive sign-in session. | Application Tokens (API Access) |
| Approval | An additional review flow that runs alongside the main envelope processing flow. | Envelope Approvals |
| Approval history | A record of approval actions, statuses, and comments for an envelope. | How to Manage Envelope Approvals |
| Approval route | A predefined approval path that defines who reviews an envelope and in what order. | How to Send an Envelope for Approval |
| Archive configuration | A template version setting that adds extra files to the downloaded envelope archive. | How to Configure Files Included in the Envelope Archive |
| AS2 | An integration protocol used for secure document exchange. | AS2 Integration Setup |
| Attachment reuse | Reuse of an attachment UUID from one scenario step in a later scenario step. | Attachment Reuse |
| Audit log | A log of account activity used for tracking actions and reviewing changes. | Account Audit Log |
| AUTO flow | A processing flow where the system determines recipient order from role types. | Automatic Workflow (AUTO Flow) |
| Autonumber field | A dynamic field that generates sequential values automatically. | Autonumber Field |
| Balance details | A billing page that shows account events, counters, and balance-related activity. | How to Manage Balance Details & Payment Methods |
| Billing address | The account address used for invoices and paid plans. | Plans Tab Overview |
| Billing plan | A subscription plan that defines available limits and billing behavior. | Plans Tab Overview |
| Bluetooth token | A hardware token used to read or apply an electronic signature through Bluetooth. | How to Read an Electronic Signature Using a Bluetooth Token |
| Callback | A webhook-style notification sent when an envelope matches configured conditions. | Envelope Callbacks Overview |
| Callback filter | A condition set that decides which envelopes trigger a callback. | Manage Callbacks |
| Checkbox field | A field that lets a user select or clear a defined option. | Checkbox Field |
| Choice field | A field that lets a user select one option from a defined set. | Choice Field |
| Cloud signature | A QES signing method that uses a remote signature service instead of a local key file. | How to create cloud signature settings |
| Comment | A discussion entry attached to an envelope for collaboration and clarification. | How to Add and Manage Comments on an Envelope |
| Company account | An account registered for an organisation and filled with company-specific data. | How to Register a Company Account |
| Connection details | A block that shows generated or required integration connection parameters. | Integrations Page Overview |
| Contact | A saved recipient record that you can reuse when sending envelopes. | How to Add a Contact to a Mailbox |
| Conversion rule | A rule that transforms incoming or outgoing files into another structure or format. | How to Manage Existing Conversion Rules |
| Corporate user | A user associated with a verified domain and managed by an account administrator. | Create Corporate Users (Single and Bulk) |
| Currency field | A field specifically formatted for monetary values and symbols. | Currency Field |
| Custom dashboard | A mailbox-specific dashboard that replaces the default dashboard view. | Mailbox Settings Overview |
| Dashboard | The main landing area for common actions, shortcuts, and recent work. | How to Upload a Document for e-Signature |
| Danger zone | A section that contains high-impact actions such as deleting a mailbox or removing all users. | Danger Zone: Advanced Mailbox Actions |
| Date field | A dynamic field used for dates and, optionally, time values. | Date Field |
| Default mailbox | The mailbox that DocStudio uses automatically when only an email address is provided. | How to Set a Default Mailbox |
| Delegation | A feature that forwards an envelope step to another mailbox. | Envelope Delegation |
| Dictionary | A structured dataset used as a source for selectable values in templates and envelopes. | How to Create and Manage Dictionaries |
| Dictionary field | A field that pulls selectable values from a dictionary. | Dictionary Field |
| Domain | A company email domain that can be added, verified, and linked to account access rules. | How to Add and Manage Domains |
| Dropdown field | A field that displays one or more selectable values in a dropdown list. | Dropdown Field |
| Duplicate field | A field that automatically copies the value from another field. | Duplicate Field |
| Dynamic field | A placeholder element in a template that collects or displays data during completion. | Template Dynamic Fields Overview |
| Dynamic subject | A template subject built from dynamic field values. | How to Manage Template Settings |
| Dynamic table field | A table field that supports repeatable rows and field logic inside a template. | Dynamic Table Field |
| E-ink signature | A handwritten-style signature placed with a mouse, touchpad, or touch input. | How to Sign an Envelope (E-Ink Signature) |
| Electronic signature | A digital mark applied to a document to confirm intent. | How to Sign an Envelope (Qualified Electronic Signature) |
| Embed code | An iframe snippet that starts envelope creation from a public template link. | How to Create a Public Template Link |
| Envelope | The main business object used to send documents through signing, approval, or review flows. | How to Create and Send an Envelope |
| Envelope archive | A downloadable ZIP package that contains signed files and related envelope data. | What Is Included in the Full Envelope Archive |
| Envelope chain | A linked set of envelopes that belongs to one ordered sequence. | What Is an Envelope Chain? |
| Envelope expiry day | A template setting that defines when envelopes created from the template expire. | How to Manage Template Settings |
| Envelope flow status | The current state of an envelope in the invitation or completion flow. | Envelope Flow Statuses |
| Envelope forwarding | Automatic rerouting of incoming envelopes from one mailbox to another. | Mailbox Settings Overview |
| Envelope ID (UUID) | A unique identifier assigned to a specific envelope. | What Is an Envelope ID (UUID)? |
| Envelope label | A tag used to organize and filter envelopes. | How to Use and Manage Envelope Labels |
| Envelope metadata | Additional key-value data attached to an envelope through the API. | Envelope Metadata (API) |
| Envelope report | A generated file that summarizes envelope data and statuses. | How to generate an Envelope report in Mailbox |
| Everyone access | A template access type that exposes a template to all users on the platform. | Template Access Types |
| Error code | A standardized code that helps identify a product or API error. | Error Codes |
| External document | A file added to an envelope or template from outside the structured editor. | How to Add an External Document to an Envelope |
| External link | An account-level link that admins publish for users in the platform UI. | How to Add and Manage External Links |
| Favorites | A template category that stores templates marked with the star icon. | Template List Page Overview |
| Field mask (RegEx) | A validation pattern that controls what input a field accepts. | Field masks (RegEx) |
| File upload field | A field that allows the recipient to attach an external file to the document. | File upload Field |
| Formula field | A field that calculates its value from other fields. | Formula Field |
| Incoming conversion rule | A rule that converts incoming files before they are processed as documents or envelopes. | How to Create a Conversion Rule (Incoming Documents) |
| Initials | A simplified graphical mark representing the signer’s initials. | How to Add or Edit Initials |
| Initials field | A field that captures or displays initials in a template. | Initials Field |
| Integration | A configured connection between DocStudio and an external system or transport. | Integrations Page Overview |
| Invoice | A billing document that records a charge and its payment status. | Invoices Tab Overview |
| Invoice status | The state of an invoice, such as paid, unpaid, or cancelled. | Invoices Tab Overview |
| ITN | A tax or identification number used in account, company, and signature scenarios. | How to Register a Company Account |
| Lookup field | A field that returns dependent values based on a selected dictionary record. | Lookup Field |
| Mailbox | A working entity that sends, receives, stores, and processes envelopes. | Mailbox Settings Overview |
| Mailbox alias | An additional identifier assigned to a mailbox for addressing and search. | Mailbox Settings Overview |
| Mailbox group | A group used to organize mailboxes in the admin panel. | How to Manage Mailbox Groups |
| Mailbox ID (UUID) | A unique identifier assigned to a mailbox. | How to Find a Mailbox ID (UUID) |
| Mailbox Owner | The default system role with full mailbox-level permissions. | Role Management |
| Mailbox permission | A permission that grants access to mailbox-level actions in the main application. | Mailbox Permissions |
| Mailbox role | A mailbox-level role that can be assigned automatically when a corporate user gets a mailbox. | How to Set Up Automatic Mailbox Creation for Corporate Users |
| Mailbox visibility | A mailbox setting that controls whether other accounts can find the mailbox. | How to Control Mailbox Visibility |
| Microsoft Office Viewer | A browser preview mode for supported external documents and attachments. | How to View External Documents Using Microsoft Office Viewer |
| My account access | A template access type that makes a template available to all mailboxes in the same account. | Template Access Types |
| One-to-many condition | A scenario condition that evaluates table rows and can create multiple envelopes from one source. | One-to-Many Condition |
| Outgoing conversion rule | A rule that transforms outgoing documents before export or delivery. | How to Create a Conversion Rule (Outgoing Documents) |
| PadES field | A template field that places a PadES electronic signature placeholder in a document. | PadES field |
| Payment method | The saved billing details used for plan payments through the configured payment provider. | How to Manage Balance Details & Payment Methods |
| Personal account | An account registered for an individual user instead of a company. | How to Register a Personal Account |
| Recently Used Templates | A dashboard block that shows templates opened or used most recently. | View recently used templates |
| SAML 2.0 | A federation protocol used to configure single sign-on with an external identity provider. | How to set up SSO SAML 2.0 with Azure |
| Scenario step condition | Logic attached to a scenario step that controls branching or multi-envelope creation. | Scenario Step Conditions |
| Selected mailboxes access | A template access type that shares a template only with chosen mailboxes. | Template Access Types |
| Session policy | A set of rules that controls session lifetime, login attempts, and IP-based sign-in restrictions. | How to Configure Session Policy |
| Signing document certificate | A certificate page in the archive that lists document, envelope, signer, and signature details. | The Signing Document Certificate |
| Simple condition | A scenario condition that returns true or false for one source envelope. | Simple Condition |
| SSO provider | An identity provider configuration linked to a verified domain for corporate sign-in. | How to Set Up SSO Provider |
| Static table | A table block in a structured template with fixed rows and columns. | How to Add and Manage Static Tables |
| Stripe | The payment provider used to store payment details and process billing methods. | How to Manage Balance Details & Payment Methods |
| Subject autoformat | A template setting that builds the envelope subject from prefix text and selected fields. | How to Set Up Automatic Subject Formatting |
| System role | A built-in role, such as Account Owner or Mailbox Owner, that cannot be deleted. | Role Management |
| Table context menu | The right-click menu for tables in the template editor with AI, paste, border, row, and column actions. | Table Context Menu Overview |
| Template category | A grouping used on the Templates page, such as Favorites or other list views. | Template List Page Overview |
| User report | An exported file that lists users, roles, permissions, and mailbox access in separate sheets. | User Report Structure |
| Waiting for you | An envelope status that marks items requiring action from the current mailbox. | How to Find Envelopes That Require Action |