| Access level | Defines who can find and use a template, dictionary, scenario, or similar object. | Access Levels |
| Account | A personal or company entity that contains users, mailboxes, settings, and billing. | How to Edit Personal Account Settings |
| Account permission | A permission that grants access to account-level actions in the admin area. | Account Permissions |
| Admin panel | The administrative area where Admin 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 route | A predefined approval path that defines who reviews an envelope and in what order. | How to Send an Envelope for Approval |
| AS2 | An integration protocol used for secure document exchange. | AS2 Integration Setup |
| 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 |
| 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 |
| Chain | A linked set of envelopes that belong to one ordered sequence. | What Is an Envelope Chain? |
| Choice field | A field that lets a user select one option from a defined set. | Choice Field |
| Comment | A discussion entry attached to an envelope for collaboration and clarification. | How to Add and Manage Comments on an Envelope |
| Conversion rule | A rule that transforms incoming or outgoing files into another structure or format. | How to Manage Existing Conversion Rules |
| Corporate account | An account that uses a verified domain to create and manage corporate users. | How to Add Users to a Verified Domain |
| Corporate user | A user associated with a verified domain and managed by an account administrator. | Create Corporate Users (Single and Bulk) |
| Dashboard | From here, you can upload documents and files for e-signature with QuickSend and open recently used templates. | How to Upload a Document for e-Signature |
| Date field | A dynamic field used for dates and, optionally, time values. | Date Field |
| 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 |
| 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) |
| 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 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) |
| External document | A file added to an envelope or template from outside the structured editor. | How to Add an External Document to an Envelope |
| Field mask (RegEx) | A validation pattern that controls what input a field accepts. | Field masks (RegEx) |
| Formula field | A field that calculates its value from other fields. | Formula Field |
| Integration | A configured connection between DocStudio and an external system. | Integrations Page Overview |
| Invoice | A billing document that records a charge and its payment status. | Invoices Tab Overview |
| ITN | A tax or identification number used in some 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 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 permission | A permission that grants access to mailbox-level actions in the main application. | Mailbox Permissions |
| Manual processing flow | A flow where you set recipient order explicitly. | Manual Processing Flow |
| Notification | An in-app or email alert about an event in the platform. | How Notifications Work |
| OAuth 2.0 | An authorization protocol used for SSO and secure app sign-in flows. | How to set up SSO OAuth 2.0 with Azure |
| Official access level | An access level that exposes an item to all mailboxes through the Official folder. | Access Levels |
| Password policy | A set of rules for password length, reuse, expiration, and related restrictions. | Password policy settings |
| Personal account | An account created when a user registers a personal account. | How to Register a Personal Account |
| Processing flow | The rule set that determines recipient order and document processing behavior. | Envelope Processing Flow Overview |
| Public template link | A shareable link that lets users create envelopes from a Publictemplate. | How to Create a Public Template Link |
| Qualified Electronic Signature (QES) | A signature type with qualified certificate validation and stricter legal requirements. | How to Sign an Envelope (Qualified Electronic Signature) |
| QES field | A field used to place or require a qualified electronic signature in a template. | QES Field |
| QR/barcode field | A field that renders a QR code or barcode from defined content. | QR/barcode Field |
| QuickSend | A dashboard action used to upload documents, files and send it for signing quickly. | How to Upload a Document for e-Signature |
| Recipient | A participant who receives an envelope and performs a step in the envelope flow. | How to Invite an Unregistered Recipient to an Envelope by Email |
| Role | A participant type in a template or envelope flow, such as sender, signer, approver, or copy. | Processing Flow Role Types |
| Scenario | An automation object that creates or transforms envelopes across several steps. | What Is a Scenario? (Overview) |
| Scenario step | A single stage inside a scenario with source, destination, and optional conditions. | How to Configure a Scenario Step |
| SFTP | A secure file transfer protocol used for integration-based document exchange. | SFTP Integration Setup |
| Signature field | A field that captures or displays a signature in a template. | Signature Field |
| SSO | Single Sign-On. A login method that lets users authenticate through an external identity provider. | How to Add an SSO Provider |
| Structured template | A template document created in the editor with blocks, fields, tables, and formatting controls. | How to Create a Structured Template |
| Template | A reusable document setup that defines files, fields, roles, and flow behavior. | How to Create and Configure a Template |
| Template access | The visibility model that defines who can use a template. | Template Access Types |
| Template editor | The editing interface used to build and configure template documents. | Template Editor Interface Overview |
| Template version | A specific saved revision of a template used during envelope creation or API requests. | What Is an Envelope ID (UUID)? |
| UTM code | A tracking parameter set used to identify traffic source and campaign context. | UTM Codes |
| User UUID | A unique identifier assigned to a user account. | How to Find Your User UUID and Account UUID |
| Verified domain | A domain confirmed as belonging to an account and used for corporate user management. | How to Add Users to a Verified Domain |
| Webhook | An event-driven HTTP notification. In DocStudio, this is exposed as a callback. | Webhooks (Callbacks) |
| WDExtensions | A set of helper methods used in XSLT conversion rules. | WDExtensions Overview |
| X12 | An EDI file format that can be converted into XML during import flows. | How to Convert XLS and X12 to XML |
| XSLT | A transformation language used in conversion rules and scenario conditions. | Simple Condition |