Структура

User

Authorization & security

• How to Sign In to DocStudio

• ​Password Policy Settings

• Application Tokens (API Access)

Dashboard

• How to Upload a Document for e-Signature

• ​View recently used templates

Mailbox

• ​Mailbox (user)

• How to Set a Default Mailbox

• How to Control Mailbox Visibility​

• How to Find a Mailbox ID (UUID)

• How to Add a Contact to a Mailbox​

​Envelopes

• How to Create and Send an Envelope

• ​How to Customize the Envelope List

• ​How to Filter Envelopes

• How to Use and Manage Envelope Labelst

• ​How to Find Envelopes That Require Action

• ​How to Resend an Envelope Notification

• ​How to Cancel Multiple Envelopes

• ​What Is an Envelope Chain?

• ​How to Add or Remove an Envelope from a Chain

• How to Delete an Envelope

• What Is an Envelope ID (UUID)?

• ​How to Use the AI Assistant in Envelopes

Envelope Invitations & Completion

• How to Invite an Unregistered Recipient to an Envelope by Email

• ​Envelope Flow Statuses

• How to Accept and Open an Envelope (Registered User)​r

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

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

Sign and Download Envelopes

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

• ​How to Download/Print Signed Documents

• How to Download a Full Envelope Archive

• ​What Is Included in the Full Envelope Archive

• ​How to Print a Completed Document

External Documents in the Envelope

• ​How to Add an External Document to an Envelope

Envelope Approvals & Delegation

• ​Envelope Approvals

• How to Send an Envelope for Approval

• ​How to Send Multiple Envelopes for Approval

• ​How to Manage Envelope Approvals

• ​Envelope Delegation

• ​How to Set Up Automatic Envelope Delegation

• ​How to Delegate an Envelope Manually

• ​How to Restrict Envelope Delegation

Envelope Comments

• How to Add and Manage Comments on an Envelope

Platform​ Notifications

• How Notifications Work

• ​How to Manage Notification Settings

Template Links & Public Envelope Creation

• ​How to Create a Public Template Link

• ​How Registered Users Can Create an Envelope via a Template Link

• ​How Unregistered Users Can Create an Envelope via a Template Link

Platform Settings & Troubleshooting

• ​Supported Devices, Browsers, and Screen Sizes

• ​How to View External Documents Using Microsoft Office Viewer

• ​How to Find Your User UUID and Account UUID

• ​How to Change the Interface Language

• ​Error Ccodes

Template Builder

Template

• ​How to Create and Configure a Template

• ​How to Manage Template Settings

• ​How to Set Up Automatic Subject Formatting

• ​How to Configure Files Included in the Envelope Archive

Template Access & Permissions

• ​Template Access Types

• ​How to Manage Template Access

Template Editor

• ​Template Editor Interface Overview

• ​How to Create a Structured Template

• ​How to Add and Manage Links in a Template

• ​How to Add or Edit Images in a Template

• ​How to Add and Manage Static Tables

• ​Table Context Menu Overview

• How to Add External Documents to a Template​

• ​How to Add PDF Documents in a Template

Template Dynamic Fields

• ​Template Dynamic Fields Overview

• ​Field masks (RegEx)

• ​Text Field

• ​Number Field

• ​Currency Field

• ​Date Field

• ​Choice Field

• ​Checkbox Field

• ​Dropdown Field

• ​Dictionary Field

• ​Lookup Field

• ​File Upload Field

• Dynamic ​Table Field

• ​Duplicate Field

• ​Formula Field

• ​Autonumber Field

• ​QR/barcode Field

• ​Signature Field

Dictionaries

• How to Create and Manage Dictionaries

User Access & Permissions

• ​Access Levels

• ​Account Permissions

• ​Mailbox Permissions

Scenarios

• ​What Is a Scenario? (Overview)

Creating and Configuring

• ​How to Create a Scenario

• ​How to Configure a Scenario Step

Condition Types

• ​Scenario Step Conditions

• Simple Condition​

• ​One-to-Many Condition

• ​Attachment Reuse

Running Scenarios

• ​How to Run a Scenario

• ​How to Run a Scenario via Integration

Managing Scenarios

• How to Edit, Clone, or Delete a Scenario

Envelope Processing Flow (Template Configuration)

• ​Envelope Processing Flow Overview

• ​Processing Flow Role Types

• ​Automatic Workflow (AUTO Flow)

• ​Automatic Workflow (AUTO Flow): Role Configuration

• ​Manual Processing Flow

• Serial and Parallel processing flow

Admin Panel

Account settings

• ​How to Edit Personal Account Settings

• ​How to Upload an Account Icon or Platform Logo

• ​How to Add and Manage External Links

• ​How to Add and Manage Domains

• ​How to Set Up SSO with Azure

• ​How to Set Up SSO with Google

• ​How to Add an SSO Provider

• ​How to Configure Password Policy

• ​How to Configure Session Policy

• ​How to Delete an Account

Users & User Roles​

• ​How to Invite Users to an Account/Mailbox by email

• How to Manage User Invitations and Filter Users​

• ​How to Add Users to a Verified Domain

• ​Access Restrictions: Unverified Domains and Deleted Accounts

• ​How to create a single corporate user

• ​How to create multiple corporate users

• How to Authorize as a Corporate User​

• ​How to Grant Account Permissions

• ​How to Grant Mailbox Permissions

• ​Role Management

• ​How to Generate a User Report

• ​User Report Structure

Managing Mailboxes (Admin)

• ​How to Create a Mailbox

• ​Mailbox Settings Overview

• ​How to Manage Mailbox Groups

• ​Danger Zone: Advanced Mailbox Actions

• ​What Happens When a Mailbox Is Deleted?

Audit Logs & Reports

• Account ​Audit Log

• ​How to Generate an Envelope Report

Integrations & API AccessI

Integrations page

• Integrations Page Overview

• ​SFTP Integration Setupl

• ​AS2 Integration Setupl

Conversion Rules​

• ​How to Create a Conversion Rule (Outgoing Documents)

• ​How to Create a Conversion Rule (Incoming Documents)

• ​How to Manage Existing Conversion

• ​Conversion Rule Example (Outgoing Documents)

• ​Conversion Rule Example (Incoming Documents)

• ​WDExtensions Overview

• ​How to Convert XLS and X12 to XML

Webhooks (Callbacks)

• Envelope Callbacks Overview​

• Envelope Callbacks Overview​

• List Callbacks (API)​

• ​Create a Callback (API)

• ​Delete a Callback (API)

• ​Callback Example (Basic Implementation)

• ​Callbacks (Admin UI)

• Manage Callbacks​

• ​How to View Callbacks

• ​How to Delete a Callback