> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/glossary/glossary.md).

# Glossary

### Envelope Audit Trail

A PDF in the full envelope archive that lists envelope information and recorded events. See [The Envelope Audit Trail](/user/sign-and-download-envelopes/how-to-download-print-signed-documents/how-to-download-a-full-envelope-archive/the-envelope-audit-trail.md).

<table><thead><tr><th width="159"></th><th width="361"></th><th></th></tr></thead><tbody><tr><td>Access level</td><td>Defines who can find and use a template, dictionary, scenario, or similar object.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/BwQDH3X3lPCIQKTMd2nJ">Access Levels</a></td></tr><tr><td>Account</td><td>A personal or company entity that contains users, mailboxes, settings, and billing.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/QbHUQFiIUCLLnpZkk4Nt">How to Edit the Account Name</a></td></tr><tr><td>Account permission</td><td>A permission that grants access to account-level actions in the admin area.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/iKK7yI4JkaxuaPvYtBsS">Account Permissions</a></td></tr><tr><td>Admin panel</td><td>The administrative area where Admin manage account settings, users, mailboxes, integrations, and billing.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/QbHUQFiIUCLLnpZkk4Nt">How to Edit the Account Name</a></td></tr><tr><td>Advanced Electronic Signature (AES)</td><td>A digital signature type supported for signing and validation flows.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/neMCJDtzLzPbP9wmsc8j">How to Read an Advanced Electronic Signature</a></td></tr><tr><td>AI Assistant</td><td>An assistant inside an envelope that answers questions and keeps conversation history.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/kzQMR0FYYuOZwNKCrMbG">How to Use the AI Assistant in Envelopes</a></td></tr><tr><td>Application token</td><td>A token used for API access instead of an interactive sign-in session.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/mlWRuxFtiDB2fxGoofnt">Application Tokens (API Access)</a></td></tr><tr><td>Approval</td><td>An additional review flow that runs alongside the main envelope processing flow.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/cjIkDCXseD8ShJ0mfRaJ">Envelope Approvals</a></td></tr><tr><td>Approval route</td><td>A predefined approval path that defines who reviews an envelope and in what order.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/rf8lCFGnEpNrjegiN0OZ">How to Send an Envelope for Approval</a></td></tr><tr><td>AS2</td><td>An integration protocol used for secure document exchange.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/7pNDjUNq3Lwa9KEIxHAx">AS2 Integration Setup</a></td></tr><tr><td>Audit log</td><td>A log of account activity used for tracking actions and reviewing changes.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/63drhNoBmvTFf8AycuGQ">Account Audit Log</a></td></tr><tr><td>AUTO flow</td><td>A processing flow where the system determines recipient order from role types.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/jH1HtC4hCNsI9JlC8Ccx">Automatic Workflow (AUTO Flow)</a></td></tr><tr><td>Autonumber field</td><td>A dynamic field that generates sequential values automatically.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/aVjxe4tAisCCtDR0V5CR">Autonumber Field</a></td></tr><tr><td>Billing plan</td><td>A subscription plan that defines available limits and billing behavior.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/JcMv4mqLRIymCIL3QeRT">Plans Tab Overview</a></td></tr><tr><td>Bluetooth token</td><td>A hardware token used to read or apply an electronic signature through Bluetooth.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/h6ABk5gLHOf6qSEVO5vL">Bluetooth token</a></td></tr><tr><td>Callback</td><td>A webhook-style notification sent when an envelope matches configured conditions.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/YUhnIqzEx2GP4bF5nHTH">Envelope Callbacks Overview</a></td></tr><tr><td>Chain</td><td>A linked set of envelopes that belong to one ordered sequence.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/cHfRSIZqmRNxUG4vbh8N">What Is an Envelope Chain?</a></td></tr><tr><td>Choice field</td><td>A field that lets a user select one option from a defined set.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/QTQPBp9llCIBlMxBnbmK">Choice Field</a></td></tr><tr><td>Comment</td><td>A discussion entry attached to an envelope for collaboration and clarification.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/aQ6gf4VJLZhL3XOTzbIp">Comments</a></td></tr><tr><td>Conversion rule</td><td>A rule that transforms incoming or outgoing files into another structure or format.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/Vl2bZm0rlFBNhJumZ9PS">Conversion rules</a></td></tr><tr><td>Corporate account</td><td>An account that uses a verified domain to create and manage corporate users.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/voxD0HdAuHSIhh1Kx6jw">Verified domains</a></td></tr><tr><td>Corporate user</td><td>A user associated with a verified domain and managed by an account administrator.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/oML7h88d5ajYEdSBkBqK">Corporate users</a></td></tr><tr><td>Dashboard</td><td>From here, you can upload documents and files for e-signature with <strong>Quick send</strong> and open recently used templates.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/qwtXKQULqvtsjsgIRVPU">Upload a document</a></td></tr><tr><td>Date field</td><td>A dynamic field used for dates and, optionally, time values.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/VhJKwDDvuXsCIOR80ZTX">Date Field</a></td></tr><tr><td>Delegation</td><td>A feature that forwards an envelope step to another mailbox.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/CuFdesxcuIALumlrUIyF">Envelope Delegation</a></td></tr><tr><td>Dictionary</td><td>A structured dataset used as a source for selectable values in templates and envelopes.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/9rpHkEvxdnD41Fv1uPZB">Dictionaries</a></td></tr><tr><td>Dictionary field</td><td>A field that pulls selectable values from a dictionary.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/7CdkLOT9CWKDVqQE2jS5">Dictionary Field</a></td></tr><tr><td>Domain</td><td>A company email domain that can be added, verified, and linked to account access rules.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/Ikaro3G0FW23JB0sJ5l4">Domains</a></td></tr><tr><td>Dropdown field</td><td>A field that displays one or more selectable values in a dropdown list.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/Cs2XlTzifgmiJjcRhrYx">Dropdown Field</a></td></tr><tr><td>Dynamic table field</td><td>A table field that supports repeatable rows and field logic inside a template.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/RQ3hjzZI8lUHbvZAEq9Y">Dynamic Table Field</a></td></tr><tr><td>Electronic signature</td><td>A handwritten-style signature placed with a mouse, touchpad, or touch input.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/AAS0FVntqhntipeQk7AE">Electronic signature</a></td></tr><tr><td>Envelope</td><td>The main business object used to send documents through signing, approval, or review flows.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/Jy1pLmNdmaGMmF9tcJKW">Create and send an envelope</a></td></tr><tr><td>Envelope archive</td><td>A downloadable ZIP package that contains signed files and related envelope data.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/P4HF0333ye09OOglLkqA">Full envelope archive</a></td></tr><tr><td>Envelope ID (UUID)</td><td>A unique identifier assigned to a specific envelope.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/q1EWPsUTuXQO14e61FtW">Envelope ID</a></td></tr><tr><td>Envelope label</td><td>A tag used to organize and filter envelopes.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/WdGgyzWUEh5r3CrgLdTv">Envelope labels</a></td></tr><tr><td>Envelope metadata</td><td>Additional key-value data attached to an envelope through the API.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/p0YkUaSwSbwxR7Qi8WX8">Metadata in Envelopes</a></td></tr><tr><td>External document</td><td>A file added to an envelope or template from outside the structured editor.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/X5ivLm10gAXRS8CN8O4W">External documents</a></td></tr><tr><td>Field mask (RegEx)</td><td>A validation pattern that controls what input a field accepts.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/bYTx6MbpkE29K1Jykc6J">Field masks</a></td></tr><tr><td>Formula field</td><td>A field that calculates its value from other fields.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/KXvXIgdJe5KuRYuBQYjP">Formula Field</a></td></tr><tr><td>Integration</td><td>A configured connection between DocStudio and an external system.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/j3w6MUaCu7snBgILOH0r">Integrations</a></td></tr><tr><td>Invoice</td><td>A billing document that records a charge and its payment status.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/CTJ9QZVd7arnITWgu1UA">Invoices</a></td></tr><tr><td>ITN</td><td>A tax or identification number used in some account, company, and signature scenarios.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/3sCd5LzotdZeiLPxGeR8">Company account</a></td></tr><tr><td>Lookup field</td><td>A field that returns dependent values based on a selected dictionary record.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/tVnYRtOxAvufNVSe2kZP">Lookup Field</a></td></tr><tr><td>Mailbox</td><td>A working entity that sends, receives, stores, and processes envelopes.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/lMKeB8kKsq0ClcQAp2aX">Mailbox settings</a></td></tr><tr><td>Mailbox group</td><td>A group used to organize mailboxes in the admin panel.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/6492DpRqInmuabWKeVWP">Mailbox groups</a></td></tr><tr><td>Mailbox ID (UUID)</td><td>A unique identifier assigned to a mailbox.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/1RvWPoUsLXbuhNq1wdfm">Mailbox ID</a></td></tr><tr><td>Mailbox permission</td><td>A permission that grants access to mailbox-level actions in the main application.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/DlhGWfgLLalOxw4SwiW6">Mailbox Permissions</a></td></tr><tr><td>Manual processing flow</td><td>A flow where you set recipient order explicitly.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/JfxjapO9v3TzCiE9GDYm">Manual Processing Flow</a></td></tr><tr><td>Notification</td><td>An in-app or email alert about an event in the platform.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/K6ST3ZhSqfOtGwlcIb6Q">Notifications</a></td></tr><tr><td>OAuth 2.0</td><td>An authorization protocol used for SSO and secure app sign-in flows.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/WeoRDdCgmuXvCj9Of8JP">SSO OAuth 2.0 with Azure</a></td></tr><tr><td>Official access level</td><td>An access level that exposes an item to all mailboxes through the <strong>Official</strong> folder.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/BwQDH3X3lPCIQKTMd2nJ">Access Levels</a></td></tr><tr><td>Password policy</td><td>A set of rules for password length, reuse, expiration, and related restrictions.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/FDPEUvHU7wi1ChzxEfAv">Password Rules</a></td></tr><tr><td>Personal account</td><td>An account created when a user registers a personal account.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/uaknRij6OT3Sj63qbEm8">Personal account</a></td></tr><tr><td>Processing flow</td><td>The rule set that determines recipient order and document processing behavior.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/yBWD5onEq0sQ0uCK654U">Processing Flow Overview</a></td></tr><tr><td>Public template link</td><td>A shareable link that lets users create envelopes from a Publictemplate.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/l6C0AxdCkHYjFUtXOZoX">Public Template Link</a></td></tr><tr><td>Qualified Electronic Signature (QES)</td><td>A signature type with qualified certificate validation and stricter legal requirements.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/NtayC5RGde1SaQgCozz6">Qualified Electronic Signature</a></td></tr><tr><td>QES field</td><td>A field used to place or require a qualified electronic signature in a template.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/vHPNNv0WeXBayE1z6ktw">QES Field</a></td></tr><tr><td>QR/barcode field</td><td>A field that renders a QR code or barcode from defined content.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/CIyUswgitUB0tyyBHNAa">QR/barcode Field</a></td></tr><tr><td>Quick send</td><td>A dashboard action used to upload documents, files and send it for signing quickly.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/qwtXKQULqvtsjsgIRVPU">Upload a document</a></td></tr><tr><td>Recipient</td><td>A participant who receives an envelope and performs a step in the envelope flow.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/UkW3UAoyG3J18n9NkxpY">Invite a recipient</a></td></tr><tr><td>Role</td><td>A participant type in a template or envelope flow, such as sender, signer, approver, or copy.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/LrViRqUEjCQZ6rNxxjjH">Processing Flow Role Types</a></td></tr><tr><td>Scenario</td><td>An automation object that creates or transforms envelopes across several steps.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/wHrkezjCpCkWR6lfT7c7">Scenario overview</a></td></tr><tr><td>Scenario step</td><td>A single stage inside a scenario with source, destination, and optional conditions.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/XQvOeVjQ7ds80LONp4uS">Configure a scenario step</a></td></tr><tr><td>SFTP</td><td>A secure file transfer protocol used for integration-based document exchange.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/LalBkrI2okh2HkjA5Wik">SFTP Integration Setup</a></td></tr><tr><td>Signature field</td><td>A field that captures or displays a signature in a template.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/ShlqqzoRZnhbW1zwjWKB">Signature Field</a></td></tr><tr><td>SSO</td><td>Single Sign-On. A login method that lets users authenticate through an external identity provider.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/0WkTtsHJKvabOmkbYgqM">Set Up SSO Provider</a></td></tr><tr><td>Structured template</td><td>A template document created in the editor with blocks, fields, tables, and formatting controls.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/XRFwthK2uQHuXafB4C0E">Structured Template</a></td></tr><tr><td>Template</td><td>A reusable document setup that defines files, fields, roles, and flow behavior.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/Gvdvuk8z6YGudxqm5r1f">Create and Configure a Template</a></td></tr><tr><td>Template access</td><td>The visibility model that defines who can use a template.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/YUdI4EomjL2AOJBsvuBH">Template Access Types</a></td></tr><tr><td>Template editor</td><td>The editing interface used to build and configure template documents.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/piUPjtfHdiwcUiiv08NT">Template Editor Interface Overview</a></td></tr><tr><td>Template version</td><td>A specific saved revision of a template used during envelope creation or API requests.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/q1EWPsUTuXQO14e61FtW">Envelope ID (UUID)</a></td></tr><tr><td>User UUID</td><td>A unique identifier assigned to a user account.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/GW6Hp98qWP6yUGezpdhv">User UUID</a></td></tr><tr><td>Verified domain</td><td>A domain confirmed as belonging to an account and used for corporate user management.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/voxD0HdAuHSIhh1Kx6jw">Verified domains</a></td></tr><tr><td>Webhook</td><td>An event-driven HTTP notification. In DocStudio, this is exposed as a callback.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/f7Q2W233TDHxz5YuMswY">Webhooks (Callbacks)</a></td></tr><tr><td>WDExtensions</td><td>A set of helper methods used in XSLT conversion rules.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/wsHcozygrDZaC8Hhhzyh">WDExtensions Overview</a></td></tr><tr><td>X12</td><td>An EDI file format that can be converted into XML during import flows.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/4sUePZXJTL91eIsS9k1V">Convert XLS and X12 to XML</a></td></tr><tr><td>XSLT</td><td>A transformation language used in conversion rules and scenario conditions.</td><td><a href="/spaces/oqUiFHjwtCCGSaEDqbXb/pages/0hJWsfJMDhQNx7KuCXLI">Simple Condition</a></td></tr></tbody></table>