# 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 --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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