# DocStudio Knowledge Base ## DocStudio Docs - [Getting Started](https://support.docstudio.com/user/getting-started.md): This document provides basic knowledge about DocStudio and it's functionality - [Authorization & Security](https://support.docstudio.com/user/authorization-and-security.md) - [How to Register on Platform](https://support.docstudio.com/user/authorization-and-security/how-to-register-on-platform.md) - [How to Register a Personal Account](https://support.docstudio.com/user/authorization-and-security/how-to-register-on-platform/how-to-register-a-personal-account.md): This document explains how to create a personal account in DocStudio. - [How to Register a Company Account](https://support.docstudio.com/user/authorization-and-security/how-to-register-on-platform/how-to-register-a-company-account.md): This document explains how to create a company account in DocStudio. - [How to Sign In to DocStudio](https://support.docstudio.com/user/authorization-and-security/how-to-sign-in-to-docstudio.md): This document explains how to sign in to DocStudio using the available authorization methods. - [Password Rules](https://support.docstudio.com/user/authorization-and-security/password-rules.md): This document provides an overview of password requirements, reuse limits, and expiration rules for user accounts. - [Application Tokens (API Access)](https://support.docstudio.com/user/authorization-and-security/application-tokens-api-access.md): This document provides an overview of creating and managing application tokens for API access, including token expiration and revocation. - [User Profile](https://support.docstudio.com/user/user-profile.md) - [Personal Settings Page Overview](https://support.docstudio.com/user/user-profile/personal-settings-page-overview.md): Update personal settings such as name, language, timezone, and mailbox defaults. - [Account Invites Overview](https://support.docstudio.com/user/user-profile/account-invites-overview.md): Review invitations, accept or decline access, and leave mailboxes you joined. - [How to Change Your Password](https://support.docstudio.com/user/user-profile/how-to-change-your-password.md): This document explains how to change your password from your user profile. - [How to Add or Edit an e-ink signature](https://support.docstudio.com/user/user-profile/how-to-add-or-edit-an-e-ink-signature.md): This document explains how to create or replace your e-ink signature from your user profile. - [How to Add or Edit Initials](https://support.docstudio.com/user/user-profile/how-to-add-or-edit-initials.md): This document explains how to create or replace your initials from your user profile. - [Register](https://support.docstudio.com/user/user-profile/register.md) - [How to Register a Personal Account](https://support.docstudio.com/user/user-profile/register/how-to-register-a-personal-account.md): This document explains how to register a personal account from your user profile. - [How to Register a Company Account](https://support.docstudio.com/user/user-profile/register/how-to-register-a-company-account.md): This document explains how to register a company account from your user profile. - [How to Upload a User Icon](https://support.docstudio.com/user/user-profile/how-to-upload-a-user-icon.md): This document explains how to upload a profile icon or reset it to the default icon. - [How to Delete a Profile](https://support.docstudio.com/user/user-profile/how-to-delete-a-profile.md): This document explains how to delete your profile and how to keep existing accounts and data. - [Dashboard](https://support.docstudio.com/user/dashboard.md) - [Dashboard Page Overview](https://support.docstudio.com/user/dashboard/dashboard-page-overview.md): This document explains how to use Dashboard to upload external files and send them for signing by configuring recipients and roles. - [How to Upload a Document for e-Signature](https://support.docstudio.com/user/dashboard/how-to-upload-a-document-for-e-signature.md): This document explains how to upload a document with Quick Send, send it for e-signature, fill sender fields, and import embedded PDF fields. - [View recently used templates](https://support.docstudio.com/user/dashboard/view-recently-used-templates.md): This document describes where to find Recently Used Templates on the dashboard and how to use it. - [Mailbox](https://support.docstudio.com/user/mailbox.md) - [Mailbox (user)](https://support.docstudio.com/user/mailbox/mailbox-user.md) - [How to Set a Default Mailbox](https://support.docstudio.com/user/mailbox/mailbox-user/how-to-set-a-default-mailbox.md): This document explains how to set a default mailbox for envelopes sent by email. - [How to Control Mailbox Visibility](https://support.docstudio.com/user/mailbox/mailbox-user/how-to-control-mailbox-visibility.md): This document explains how to control mailbox visibility and send envelopes to hidden mailboxes. - [How to Find a Mailbox ID (UUID)](https://support.docstudio.com/user/mailbox/mailbox-user/how-to-find-a-mailbox-id-uuid.md): This document explains where you can find the mailbox UUID. - [How to Add a Contact to a Mailbox](https://support.docstudio.com/user/mailbox/mailbox-user/how-to-add-a-contact-to-a-mailbox.md): This document explains how to add, search, and reuse contacts when sending envelopes. - [How to Generate an Envelope Report in Mailbox](https://support.docstudio.com/user/mailbox/mailbox-user/how-to-generate-an-envelope-report-in-mailbox.md): This document explains how to generate an envelope report in DocStudio. - [Envelopes](https://support.docstudio.com/user/envelopes.md) - [How to Create and Send an Envelope](https://support.docstudio.com/user/envelopes/how-to-create-and-send-an-envelope.md): This document explains the different methods for creating an envelope in DocStudio and the basic steps to prepare an envelope draft for sending. - [How to Change a Recipient Email After Sending an Envelope](https://support.docstudio.com/user/envelopes/how-to-change-a-recipient-email-after-sending-an-envelope.md): This document explains how to update a recipient email after sending an envelope, when editing is allowed, and what happens after the change. - [How to Customize the Envelope List](https://support.docstudio.com/user/envelopes/how-to-customize-the-envelope-list.md): This document explains how to customize the envelope list in Mailbox, including columns, folders, archiving, and Trash actions. - [How to Filter Envelopes](https://support.docstudio.com/user/envelopes/how-to-filter-envelopes.md): This document explains how to use filters in Mailbox to find envelopes faster. - [How to Use and Manage Envelope Labels](https://support.docstudio.com/user/envelopes/how-to-use-and-manage-envelope-labels.md): This document explains what labels are in DocStudio and how to use them for envelope organization. - [​How to Find Envelopes That Require Action](https://support.docstudio.com/user/envelopes/how-to-find-envelopes-that-require-action.md): This document explains how to find an envelope that is in "Waiting for you" status. - [​How to Resend an Envelope Notification](https://support.docstudio.com/user/envelopes/how-to-resend-an-envelope-notification.md): This document explains how to resend envelope invitations and incoming envelope notifications in DocStudio. - [​How to Cancel Multiple Envelopes](https://support.docstudio.com/user/envelopes/how-to-cancel-multiple-envelopes.md): This document explains how to cancel multiple envelopes in DocStudio. - [What Is an Envelope Chain?](https://support.docstudio.com/user/envelopes/what-is-an-envelope-chain.md): View all envelopes in a chain, see their order, and quickly switch between them. - [How to Add or Remove an Envelope from a Chain](https://support.docstudio.com/user/envelopes/how-to-add-or-remove-an-envelope-from-a-chain.md): This document describes the process of managing envelope chains, including how to add individual envelopes to a chain, how to remove them, and how this affects chain order and workflow. - [How to Delete an Envelope](https://support.docstudio.com/user/envelopes/how-to-delete-an-envelope.md): This document explains how to delete one or multiple envelopes and how Trash retention works. - [What Is an Envelope ID (UUID)?](https://support.docstudio.com/user/envelopes/what-is-an-envelope-id-uuid.md): This document explains where to find the envelope UUID, template UUID, and template version. - [How to Use the AI Assistant in Envelopes](https://support.docstudio.com/user/envelopes/how-to-use-the-ai-assistant-in-envelopes.md): This document explains how to use the AI Assistant within an envelope, including how to open the assistant, ask questions, and view conversation history. - [UTM Codes](https://support.docstudio.com/user/envelopes/utm-codes.md) - [Envelope Invitations & Completion](https://support.docstudio.com/user/envelope-invitations-and-completion.md) - [How to Invite an Unregistered Recipient to an Envelope by Email](https://support.docstudio.com/user/envelope-invitations-and-completion/how-to-invite-an-unregistered-recipient-to-an-envelope-by-email.md): This document explains how to email an invitation to a participant from the envelope draft page. - [Envelope Flow Statuses](https://support.docstudio.com/user/envelope-invitations-and-completion/envelope-flow-statuses.md): This document explains the envelope states related to invitations in DocStudio. - [How to Accept and Open an Envelope (Registered User)](https://support.docstudio.com/user/envelope-invitations-and-completion/how-to-accept-and-open-an-envelope-registered-user.md): This document describes the process for a registered and authenticated user to accept and interact with an envelope, including opening the invitation and completing required actions. - [How to Complete an Incoming Envelope (First-Time Recipient)](https://support.docstudio.com/user/envelope-invitations-and-completion/how-to-complete-an-incoming-envelope-first-time-recipient.md): This guide explains how to complete and sign an incoming DocStudio envelope as a first-time (unregistered) recipient. - [How to Complete an Incoming Envelope (Existing DocStudio User)](https://support.docstudio.com/user/envelope-invitations-and-completion/how-to-complete-an-incoming-envelope-existing-docstudio-user.md): This guide explains how to complete and sign an incoming DocStudio envelope as a registered (existing) user. - [Sign and Download Envelopes](https://support.docstudio.com/user/sign-and-download-envelopes.md) - [How to Sign Several Envelopes at Once](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-several-envelopes-at-once.md): This document explains how to sign several envelopes at once and how the flow differs for AES or QES. - [How to Sign an Envelope (E-Ink Signature)](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-an-envelope-e-ink-signature.md): Sign one or multiple envelopes with an e-ink (handwritten) signature and troubleshoot common signing errors. - [How to Sign an Envelope (Qualified Electronic Signature)](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-an-envelope-qualified-electronic-signature.md): This document explains how to sign documents with QES, sign multiple documents in one flow, download signed files, and check signature validity. - [How to Read a Qualified Electronic Signature](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-an-envelope-qualified-electronic-signature/how-to-read-a-qualified-electronic-signature.md): This document explains how to install the required software, read a qualified electronic signature key, and review its details before signing. - [How to Read an Advanced Electronic Signature](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-an-envelope-qualified-electronic-signature/how-to-read-an-advanced-electronic-signature.md): This document explains how to read an advanced electronic signature from a key file and review the signature details before signing. - [How to Read an Electronic Signature Using a Bluetooth Token](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-an-envelope-qualified-electronic-signature/how-to-read-an-electronic-signature-using-a-bluetooth-token.md): This document explains how to install Sign client, connect an IIT Bluetooth token, read the key, and confirm signing on a mobile device. - [Common Signature Errors and Solutions](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-an-envelope-qualified-electronic-signature/common-signature-errors-and-solutions.md) - [How to Download/Print Signed Documents](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-download-print-signed-documents.md) - [How to Download a Full Envelope Archive](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-download-print-signed-documents/how-to-download-a-full-envelope-archive.md): This document explains how to download a full envelope archive, download a single document archive, and see what each archive contains. - [How to Print a Completed Document](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-download-print-signed-documents/how-to-print-a-completed-document.md): This document explains how to print a completed document from the envelope page or from the printable PDF in the downloaded archive. - [The Signing Document Certificate](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-download-print-signed-documents/the-signing-document-certificate.md): This document contains an overview of the signing document certificate, including document details, signer information, and QES validation guidance. - [External Documents in the Envelope](https://support.docstudio.com/user/external-documents-in-the-envelope.md) - [How to Add an External Document to an Envelope](https://support.docstudio.com/user/external-documents-in-the-envelope/how-to-add-an-external-document-to-an-envelope.md): This document explains how to upload an external document to an envelope and add an e-ink signature before sending. - [Envelope Approvals & Delegation](https://support.docstudio.com/user/envelope-approvals-and-delegation.md) - [Envelope Approvals](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-approvals.md) - [How to Send an Envelope for Approval](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-approvals/how-to-send-an-envelope-for-approval.md): This document explains how to send an envelope for approval, create an approval route, and review the approval flow in the envelope. - [How to Send Multiple Envelopes for Approval](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-approvals/how-to-send-multiple-envelopes-for-approval.md): This document explains how to send one or more envelopes for approval from Mailbox. - [How to Manage Envelope Approvals](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-approvals/how-to-manage-envelope-approvals.md): This document explains how to use the Approval page to review approval history, filter approvals, and approve or reject multiple items. - [Envelope Delegation](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-delegation.md) - [How to Set Up Automatic Envelope Delegation](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-delegation/how-to-set-up-automatic-envelope-delegation.md): Automatically forward incoming envelopes from your mailbox to a delegate mailbox, and review key limitations. - [How to Delegate an Envelope Manually](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-delegation/how-to-delegate-an-envelope-manually.md): Delegate an envelope to another mailbox so it can complete the step, and learn how to cancel delegation. - [How to Restrict Envelope Delegation](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-delegation/how-to-restrict-envelope-delegation.md): Restrict envelope delegation at the template or envelope level so only recipients in the flow can process it. - [Envelope Comments](https://support.docstudio.com/user/envelope-comments.md) - [How to Add and Manage Comments on an Envelope](https://support.docstudio.com/user/envelope-comments/how-to-add-and-manage-comments-on-an-envelope.md): This document explains how to add, edit, and manage comments in DocStudio. - [Platform​ Notifications](https://support.docstudio.com/user/platform-notifications.md) - [How Notifications Work](https://support.docstudio.com/user/platform-notifications/how-notifications-work.md): This document contains an overview of notification triggers, notification behavior, and notification settings in DocStudio. - [How to Manage Notification Settings](https://support.docstudio.com/user/platform-notifications/how-to-manage-notification-settings.md): This document explains how to manage per-mailbox in-app and email notification settings from your user profile. - [Template Links & Public Envelope Creation](https://support.docstudio.com/user/template-links-and-public-envelope-creation.md) - [How to Create a Public Template Link](https://support.docstudio.com/user/template-links-and-public-envelope-creation/how-to-create-a-public-template-link.md): This document explains how to create a public template link, copy a shareable link or embed code, add a redirect URL, and revoke or regenerate the link. - [How Registered Users Can Create an Envelope via a Template Link](https://support.docstudio.com/user/template-links-and-public-envelope-creation/how-registered-users-can-create-an-envelope-via-a-template-link.md): This document explains how a registered user can send an envelope from a public template link or iframe and choose a mailbox if prompted. - [How Unregistered Users Can Create an Envelope via a Template Link](https://support.docstudio.com/user/template-links-and-public-envelope-creation/how-unregistered-users-can-create-an-envelope-via-a-template-link.md): Send an envelope from a public template link or iframe without creating an account, using an email address not registered on the platform. - [Platform Settings & Troubleshooting](https://support.docstudio.com/user/platform-settings-and-troubleshooting.md) - [​Supported Devices, Browsers, and Screen Sizes](https://support.docstudio.com/user/platform-settings-and-troubleshooting/supported-devices-browsers-and-screen-sizes.md): This document lists supported devices, browsers, operating systems, and screen resolutions for DocStudio. - [How to View External Documents Using Microsoft Office Viewer](https://support.docstudio.com/user/platform-settings-and-troubleshooting/how-to-view-external-documents-using-microsoft-office-viewer.md): Enable Microsoft Office Viewer to preview supported external documents in the browser and review supported formats and limitations. - [​How to Find Your User UUID and Account UUID](https://support.docstudio.com/user/platform-settings-and-troubleshooting/how-to-find-your-user-uuid-and-account-uuid.md): This document explains where you can find and copy your User UUID and Account UUID. - [How to Change the Interface Language](https://support.docstudio.com/user/platform-settings-and-troubleshooting/how-to-change-the-interface-language.md): This document explains how to change the DocStudio UI language from your user profile or directly from an envelope link. - [Error Codes](https://support.docstudio.com/user/platform-settings-and-troubleshooting/error-codes.md): This document contains the different types of errors along with their descriptions. - [Template Builder](https://support.docstudio.com/user/template-builder.md) - [Template](https://support.docstudio.com/user/template-builder/template.md) - [Template List Page Overview](https://support.docstudio.com/user/template-builder/template/template-list-page-overview.md): This document contains an overview of the Templates page, including categories, previews, search, and view options. - [How to set up Recipient Experience in a Template](https://support.docstudio.com/user/template-builder/template/how-to-set-up-recipient-experience-in-a-template.md): This document explains how to configure recipient experience settings in a template, including email notification language, time zone, and date and number format. - [How to Create and Configure a Template](https://support.docstudio.com/user/template-builder/template/how-to-create-and-configure-a-template.md): This document explains how to create and configure a template in DocStudio. - [How to Manage Template Settings](https://support.docstudio.com/user/template-builder/template/how-to-manage-template-settings.md): This document explains the available template settings and how they affect envelope behavior. - [How to Set Up Automatic Subject Formatting](https://support.docstudio.com/user/template-builder/template/how-to-set-up-automatic-subject-formatting.md): This document describes how to set up subject autoformat rules in a template. - [How to Configure Files Included in the Envelope Archive](https://support.docstudio.com/user/template-builder/template/how-to-configure-files-included-in-the-envelope-archive.md): This document explains how to configure an additional ZIP archive for a template version, and how to add, edit, or delete the configuration. - [Template Access & Permissions](https://support.docstudio.com/user/template-builder/template-access-and-permissions.md) - [Template Access Types](https://support.docstudio.com/user/template-builder/template-access-and-permissions/template-access-types.md): This document explains template access levels. - [How to Manage Template Access](https://support.docstudio.com/user/template-builder/template-access-and-permissions/how-to-manage-template-access.md): Change a template’s access level to Selected mailboxes and share it with specific mailboxes. - [Template Editor](https://support.docstudio.com/user/template-builder/template-editor.md) - [​Template Editor Interface Overview](https://support.docstudio.com/user/template-builder/template-editor/template-editor-interface-overview.md): This document describes the main parts of the template document editor UI and what each control does. - [​How to Create a Structured Template](https://support.docstudio.com/user/template-builder/template-editor/how-to-create-a-structured-template.md): This document explains how to add, duplicate, and delete a structured document in a template. - [​How to Add and Manage Links in a Template](https://support.docstudio.com/user/template-builder/template-editor/how-to-add-and-manage-links-in-a-template.md): This document explains how to insert, edit, copy, and remove hyperlinks in structured documents. - [​How to Add or Edit Images in a Template](https://support.docstudio.com/user/template-builder/template-editor/how-to-add-or-edit-images-in-a-template.md): This document explains how to add images to structured template documents, adjust image size, and understand upload limits. - [​How to Add and Manage Static Tables](https://support.docstudio.com/user/template-builder/template-editor/how-to-add-and-manage-static-tables.md): This document explains how to insert a static table in a structured document and what editing options are available. - [Table Context Menu Overview](https://support.docstudio.com/user/template-builder/template-editor/how-to-add-and-manage-static-tables/table-context-menu-overview.md): This document describes the table context menu options, including AI writing tools, paste modes, and table actions. - [How to Add External Documents to a Template​](https://support.docstudio.com/user/template-builder/template-editor/how-to-add-external-documents-to-a-template.md): This document explains how to add and configure external documents in templates, including allowed file types and signature fields. - [How to Add PDF Documents in a Template](https://support.docstudio.com/user/template-builder/template-editor/how-to-add-pdf-documents-in-a-template.md): This document explains how to add a PDF document to a template, configure its properties, and import embedded PDF fields. - [Template Dynamic Fields](https://support.docstudio.com/user/template-builder/template-dynamic-fields.md) - [Template Dynamic Fields Overview](https://support.docstudio.com/user/template-builder/template-dynamic-fields/template-dynamic-fields-overview.md): This document explains what template dynamic fields are and how to add them. - [Field masks (RegEx)](https://support.docstudio.com/user/template-builder/template-dynamic-fields/field-masks-regex.md): Use standard or custom RegEx masks to validate template field input, and learn common patterns and symbols. - [Text Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/text-field.md): This document explains how to add and configure the Text field in a template, including limits and link behavior. - [Number Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/number-field.md): This document explains how to add and configure the Number field in a template, including precision, formatting, and limits. - [Currency Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/currency-field.md): This document explains how to add and configure the Currency field in a template, including local formatting and limits. - [Date Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/date-field.md): This document explains how to add and configure the Date field in a template, including time selection and min/max constraints. - [Choice Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/choice-field.md): This document explains how to add and configure the Choice field in a template, including option grouping rules. - [Checkbox Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/checkbox-field.md): This document explains how to add and configure the Checkbox field in a template, including required checkbox behavior. - [Dropdown Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/dropdown-field.md): This document explains how to add and configure the Dropdown field in a template, including options, multiselect, and custom values. - [Dictionary Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/dictionary-field.md): This document explains how to add and configure the Dictionary field in a template, including dictionary selection and filtering. - [Lookup Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/lookup-field.md): This document explains how to add and configure the Lookup field in a template, including how it links to a Dictionary field. - [File upload Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/file-upload-field.md): This document explains how to add and configure the File field in a template, including extension groups and upload limits. - [Dynamic Table Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/dynamic-table-field.md): This document explains how to add and configure the Table field in a template, including columns, numbering, and hidden columns. - [Duplicate Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/duplicate-field.md): This document explains how to add and configure the Duplicate field in a template, including duplication rules inside tables. - [Formula Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/formula-field.md): This document explains how to add and configure the Formula field in a template, including operations, arguments, and precision. - [Autonumber Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/autonumber-field.md): This document explains how to add and configure the Autonumber field in a template, including prefixes and counter behavior. - [QR/barcode Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/qr-barcode-field.md): This document explains how to add and configure the QR/barcode field in a template, including code types, content, and sizing. - [Signature Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/signature-field.md): This document explains how to add and configure the Signature field in a template, including signature details display. - [Initials Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/initials-field.md): This document explains how to add and configure the Initials field in a template. - [QES Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/qes-field.md): This document explains how to add and configure the QES field in a template, including qualified/stamp options and TIN restriction. - [Dictionaries](https://support.docstudio.com/user/dictionaries.md) - [How to Create and Manage Dictionaries](https://support.docstudio.com/user/dictionaries/how-to-create-and-manage-dictionaries.md): This document explains how to create, configure, and delete dictionaries in DocStudio. - [User Access & Permissions](https://support.docstudio.com/user/user-access-and-permissions.md) - [Access Levels](https://support.docstudio.com/user/user-access-and-permissions/access-levels.md): This document explains access levels for templates, dictionaries, and scenarios, and what each level allows. - [Account Permissions](https://support.docstudio.com/user/user-access-and-permissions/account-permissions.md): Review the list of account-level permissions, their codes, and what each permission allows in the admin panel. - [Mailbox Permissions](https://support.docstudio.com/user/user-access-and-permissions/mailbox-permissions.md): Review the list of mailbox-level permissions, their codes, and what each permission allows in the main application. - [Scenarios](https://support.docstudio.com/user/scenarios.md) - [What Is a Scenario? (Overview)](https://support.docstudio.com/user/scenarios/what-is-a-scenario-overview.md): This document explains what scenarios are, when to use them, and what controls are available on the Scenarios page. - [Create and Configure a Scenario](https://support.docstudio.com/user/scenarios/create-and-configure-a-scenario.md) - [How to Create a Scenario](https://support.docstudio.com/user/scenarios/create-and-configure-a-scenario/how-to-create-a-scenario.md): This document explains how to create a scenario and configure its basic settings and steps. - [How to Configure a Scenario Step](https://support.docstudio.com/user/scenarios/create-and-configure-a-scenario/how-to-configure-a-scenario-step.md): This document explains how to configure a scenario step, including destination template settings, conversion rules, and optional conditions. - [Condition Types](https://support.docstudio.com/user/scenarios/condition-types.md) - [Scenario Step Conditions](https://support.docstudio.com/user/scenarios/condition-types/scenario-step-conditions.md): Use step conditions to branch a scenario or create multiple envelopes. - [Simple Condition​](https://support.docstudio.com/user/scenarios/condition-types/simple-condition.md): This document explains how a simple scenario condition works and what XSLT output format it must return. - [​One-to-Many Condition](https://support.docstudio.com/user/scenarios/condition-types/one-to-many-condition.md): This document explains one-to-many scenario conditions for table rows and the required XSLT output format. - [​Attachment Reuse](https://support.docstudio.com/user/scenarios/condition-types/attachment-reuse.md): This document explains how to reuse attachments between scenario steps by copying attachment UUIDs from the source envelope to the target envelope. - [Running Scenarios](https://support.docstudio.com/user/scenarios/running-scenarios.md) - [How to Run a Scenario](https://support.docstudio.com/user/scenarios/running-scenarios/how-to-run-a-scenario.md): This document explains how to start a scenario, continue to the next step, and restart the flow after rejection. - [​How to Run a Scenario via Integration](https://support.docstudio.com/user/scenarios/running-scenarios/how-to-run-a-scenario-via-integration.md): This document explains how to start a scenario from an integration by setting scenarioUuid and optional chainUuid attributes in the envelope XML. - [Managing Scenarios](https://support.docstudio.com/user/scenarios/managing-scenarios.md) - [How to Edit, Clone, or Delete a Scenario](https://support.docstudio.com/user/scenarios/managing-scenarios/how-to-edit-clone-or-delete-a-scenario.md): This document explains how to edit, clone, and delete scenarios and scenario steps. - [Envelope Processing Flow (Template Configuration)](https://support.docstudio.com/user/envelope-processing-flow-template-configuration.md) - [Metadata in Envelopes](https://support.docstudio.com/user/envelope-processing-flow-template-configuration/metadata-in-envelopes.md): This document explains how to show envelope metadata in envelopes created from a template. - [Envelope Processing Flow Overview](https://support.docstudio.com/user/envelope-processing-flow-template-configuration/envelope-processing-flow-overview.md): This document explains the available envelope processing flow types and how they affect recipient order. - [Processing Flow Role Types](https://support.docstudio.com/user/envelope-processing-flow-template-configuration/processing-flow-role-types.md): This document explains the available role types in an envelope processing flow and their constraints. - [Automatic Workflow (AUTO Flow)](https://support.docstudio.com/user/envelope-processing-flow-template-configuration/automatic-workflow-auto-flow.md): This document explains how AUTO flow determines the recipient processing order based on role types. - [Automatic Workflow (AUTO Flow): Role Configuration](https://support.docstudio.com/user/envelope-processing-flow-template-configuration/automatic-workflow-auto-flow/automatic-workflow-auto-flow-role-configuration.md): This document describes the role configuration fields available in the AUTO envelope processing flow. - [Manual Processing Flow](https://support.docstudio.com/user/envelope-processing-flow-template-configuration/manual-processing-flow.md): This document explains how to configure a manual processing flow by setting role order and step numbers. - [Serial and Parallel Processing Flow](https://support.docstudio.com/user/envelope-processing-flow-template-configuration/serial-and-parallel-processing-flow.md): This document explains serial-parallel flow and the role order restrictions when roles share the same step number. - [Glossary](https://support.docstudio.com/glossary/glossary.md): This document contains key terms used across the DocStudio documentation. - [Account settings](https://support.docstudio.com/admin-panel/account-settings.md) - [How to Edit the Account Name](https://support.docstudio.com/admin-panel/account-settings/how-to-edit-the-account-name.md): This document explains how to edit the account name in the Admin panel. - [How to Upload an Account Icon or Platform Logo](https://support.docstudio.com/admin-panel/account-settings/how-to-upload-an-account-icon-or-platform-logo.md): This document explains how to upload an account icon or platform logo in the admin panel, including image requirements and how to restore defaults. - [How to Configure Account Localization Settings](https://support.docstudio.com/admin-panel/account-settings/how-to-configure-account-localization-settings.md): This document explains how to configure account localization settings, including email notification language and numbers and date format. - [How to Add External Links](https://support.docstudio.com/admin-panel/account-settings/how-to-add-external-links.md): This document explains how to add external links in account settings and where users can find them in the platform UI. - [​How to Add and Manage Domains](https://support.docstudio.com/admin-panel/account-settings/how-to-add-and-manage-domains.md): This document explains how to add, verify, activate, and delete domains in account settings, including DNS-based ownership verification. - [How to set up SSO SAML 2.0 with Azure](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-saml-2.0-with-azure.md): This document explains, how to configure SAML 2.0 SSO between Azure AD and DocStudio using IdP metadata (URL or XML), certificates, and attribute mappings. - [How to set up SSO OAuth 2.0 with Azure](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-oauth-2.0-with-azure.md): This document explains how to configure OAuth 2.0 SSO between Azure AD and DocStudio, including app registration, redirect URI, client ID/secret, and tenant ID. - [​How to Set Up SSO with Google](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-with-google.md): This document describes how to configure SAML 2.0 SSO between Google Workspace (IdP) and DocStudio, including metadata and attribute mapping. - [​How to Set Up SSO Provider](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-provider.md): This document describes how to create an SSO provider in the admin panel (metadata URL or XML) and link it to a verified domain for corporate user sign-in. - [How to Configure Password Policy](https://support.docstudio.com/admin-panel/account-settings/how-to-configure-password-policy.md): This document explains how to configure password and session policies for users in verified domains, and where to apply these settings in the admin panel. - [​How to Configure Session Policy](https://support.docstudio.com/admin-panel/account-settings/how-to-configure-session-policy.md): This document explains session policy options, including idle timeout, concurrent session limits, login attempt limits, lockout duration, and IP allow/deny lists. - [How to Delete an Account](https://support.docstudio.com/admin-panel/account-settings/how-to-delete-an-account.md): This document explains how to delete an account from the admin panel, including the confirmation steps required to proceed. - [Users & User Roles​](https://support.docstudio.com/admin-panel/users-and-user-roles.md) - [How to Invite Users to an Account or Mailbox by Email](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-invite-users-to-an-account-or-mailbox-by-email.md): This document explains how to invite a user to an account or mailbox by email from the Admin panel and then assign permissions. - [User behaviors](https://support.docstudio.com/admin-panel/users-and-user-roles/user-behaviors.md): This document explains what happens when you invite unregistered or an already registered user to your account. - [How to Manage User Invitations and Filter Users](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-manage-user-invitations-and-filter-users.md): This document explains how to manage user invitations and use search and filters on the Users page. - [How Users Are Added to a Verified Domain](https://support.docstudio.com/admin-panel/users-and-user-roles/how-users-are-added-to-a-verified-domain.md): This document explains how users are automatically associated with an account after a domain is verified and activated, and how access rights work for existing and new users. - [Access Restrictions: Unverified Domains and Deleted Accounts](https://support.docstudio.com/admin-panel/users-and-user-roles/access-restrictions-unverified-domains-and-deleted-accounts.md): This document explains how user access and admin capabilities change when a domain is unverified and what happens to corporate users if an account is deleted. - [How to Add a Corporate Account Admin](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-add-a-corporate-account-admin.md): This document explains how to add a corporate account admin by assigning the Account Owner role to acorporate user. - [Create Corporate Users (Single and Bulk)](https://support.docstudio.com/admin-panel/users-and-user-roles/create-corporate-users-single-and-bulk.md): This document explains how an account admin can create single or multiple corporate users in a verified domain and then assign account and mailbox permissions. - [How to Set Up Automatic Mailbox Creation for Corporate Users](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-set-up-automatic-mailbox-creation-for-corporate-users.md): This document explains how to enable automatic mailbox creation for corporate users by assigning a mailbox role. - [​How to Grant Account Permissions](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-grant-account-permissions.md): This document explains how to grant account permissions by creating an account-level role and selecting the required permissions. - [​How to Grant Mailbox Permissions](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-grant-mailbox-permissions.md): This document explains how to grant mailbox permissions by selecting a mailbox, choosing the required permissions, and sending an invitation. - [Role Management](https://support.docstudio.com/admin-panel/users-and-user-roles/role-management.md): This guide explains how to manage roles in the system, including how to create, edit, and configure roles and their permissions. - [​How to Generate a User Report](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-generate-a-user-report.md): This document explains how to generate a user report from the admin panel. - [​User Report Structure](https://support.docstudio.com/admin-panel/users-and-user-roles/user-report-structure.md): This document explains which sheets are included in the user report file and what data each sheet contains. - [Managing Mailboxes (Admin)](https://support.docstudio.com/admin-panel/managing-mailboxes-admin.md) - [How to Create a Mailbox](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/how-to-create-a-mailbox.md): This document explains how to create a mailbox in the Admin panel and continue with related mailbox actions. - [Mailbox Settings Overview](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/mailbox-settings-overview.md): This document explains how to manage mailbox identity settings, including UUID, name, aliases, visibility, and envelope forwarding. - [How to Manage Mailbox Groups](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/how-to-manage-mailbox-groups.md): This document explains how to create, edit, and delete mailbox groups in the Mailboxes section of the admin panel. - [Danger Zone: Advanced Mailbox Actions](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/danger-zone-advanced-mailbox-actions.md): This document explains how to remove all users from a mailbox or permanently delete a mailbox from the Danger zone section. - [​What Happens When a Mailbox Is Deleted?](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/danger-zone-advanced-mailbox-actions/what-happens-when-a-mailbox-is-deleted.md): This document explains what happens after a mailbox is deleted, including access loss, UI behavior, and error responses. - [Audit Logs](https://support.docstudio.com/admin-panel/audit-logs.md) - [Account ​Audit Log](https://support.docstudio.com/admin-panel/audit-logs/account-audit-log.md): Review account activity in the Audit Log, filter events by action, and understand what data each log entry includes. - [Billing](https://support.docstudio.com/admin-panel/billing.md) - [Plans Tab Overview](https://support.docstudio.com/admin-panel/billing/plans-tab-overview.md): This document contains an overview of the Plans tab, including how to apply a new plan and what happens based on the account billing and payment details. - [Invoices Tab Overview](https://support.docstudio.com/admin-panel/billing/invoices-tab-overview.md): This document contains an overview of the Invoices tab, including invoice statuses, download options, and payment options. - [How to Manage Balance Details & Payment Methods](https://support.docstudio.com/admin-panel/billing/how-to-manage-balance-details-and-payment-methods.md): This document contains an overview of the Balance details and Payment methods pages, including Stripe payment method setup and related limitations. - [Envelope Sending Limits](https://support.docstudio.com/admin-panel/billing/envelope-sending-limits.md): This document explains how DocStudio can apply separate billing limits to envelopes sent through QuickSend, templates, and forms. - [Integrations & API Access](https://support.docstudio.com/admin-panel/integrations-and-api-access.md) - [Integrations page](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page.md) - [Integrations Page Overview](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page/integrations-page-overview.md): This document explains how to enable integrations, configure a mailbox and protocol, and manage connection details and conversion rules. - [SFTP Integration Setup](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page/sftp-integration-setup.md): This document describes the SFTP folder structure and connection properties used on the Integrations page. - [AS2 Integration Setup](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page/as2-integration-setup.md): This document describes the AS2 connection properties used on the Integrations page and notes on how data exchange is handled. - [Conversion Rules​](https://support.docstudio.com/admin-panel/conversion-rules.md) - [How to Create a Conversion Rule (Outgoing Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-outgoing-documents.md): Create an outgoing conversion rule, test it on a source file, and enable it for matching outgoing documents. - [Conversion Rule Example (Outgoing Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-outgoing-documents/conversion-rule-example-outgoing-documents.md) - [How to Create a Conversion Rule (Incoming Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-incoming-documents.md): Create an incoming conversion rule, configure the converted file naming pattern, test the result, and enable the rule for incoming documents. - [Conversion Rule Example (Incoming Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-incoming-documents/conversion-rule-example-incoming-documents.md): This document contains an example of a conversion rule for incoming documents. - [How to Manage Existing Conversion Rules](https://support.docstudio.com/admin-panel/conversion-rules/how-to-manage-existing-conversion-rules.md): Update, clone, or delete an existing conversion rule. Execute the rule before saving changes. - [WDExtensions Overview](https://support.docstudio.com/admin-panel/conversion-rules/wdextensions-overview.md): Use WDExtensions helper methods in XSLT conversion rules to work with dictionaries, mailboxes, envelopes, and chaining. - [How to Convert XLS and X12 to XML](https://support.docstudio.com/admin-panel/conversion-rules/how-to-convert-xls-and-x12-to-xml.md): This document explains how to convert .xls, .xlsx, and X12 files (.xml or .txt) into envelopes using the built-in converter - [Webhooks (Callbacks)](https://support.docstudio.com/admin-panel/webhooks-callbacks.md) - [Envelope Callbacks Overview](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview.md): Configure envelope callbacks to receive notifications when envelopes appear in a mailbox and match your filters. - [List Callbacks (API)](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/list-callbacks-api.md): List callbacks configured for a mailbox and review their delivery settings. - [Create a Callback (API)](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/create-a-callback-api.md): Create a callback for a mailbox, including filters, retries, timeout, and success code settings. - [Delete a Callback (API)](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/delete-a-callback-api.md): Delete an existing callback by its UUID. - [Callback Example (Basic Implementation)](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/callback-example-basic-implementation.md): Follow a simple end-to-end example to create a callback and inspect the payload your endpoint receives. - [​Callbacks (Admin UI)](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui.md) - [Manage Callbacks](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui/manage-callbacks.md): View and manage mailbox callbacks in the admin panel, including how to select a mailbox and interpret callback list columns. - [How to View Callbacks](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui/how-to-view-callbacks.md): This document describes how to use the callback settings to test whether an envelope matches callback filters and send a callback manually. - [​How to Delete a Callback](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui/how-to-delete-a-callback.md): This document describes, Delete a callback from the callbacks list. - [Archive](https://support.docstudio.com/archive.md) - [API improve](https://support.docstudio.com/archive/api-improve.md) - [Youtube research](https://support.docstudio.com/archive/youtube-research.md) - [Task planning 26.05](https://support.docstudio.com/archive/task-planning-26.05.md) - [Task planning 12.05.2026](https://support.docstudio.com/archive/task-planning-12.05.2026.md) - [Task planning 14.04.2026](https://support.docstudio.com/archive/task-planning-14.04.2026.md) - [30.03.2026](https://support.docstudio.com/archive/30.03.2026.md) - [Структура](https://support.docstudio.com/archive/struktura.md) - [How to read a qualified electronic signature?](https://support.docstudio.com/archive/how-to-read-a-qualified-electronic-signature.md) - [Manage envelopes in the mailbox](https://support.docstudio.com/archive/manage-envelopes-in-the-mailbox.md): This document lists the main actions you can perform with envelopes from the Mailbox list. - [How to create cloud signature settings](https://support.docstudio.com/archive/how-to-create-cloud-signature-settings.md) - [QES field](https://support.docstudio.com/archive/qes-field.md): This document explains how to add and configure the QES field in a template, including qualified/stamp options and TIN restriction. - [PadES field](https://support.docstudio.com/archive/pades-field.md): This document explains the purpose of the PadES field and how to use it in a template. - [Initials field](https://support.docstudio.com/archive/initials-field.md): This document explains how to add and configure the Initials field in a template. - [Envelope Metadata (API)](https://support.docstudio.com/archive/envelope-metadata-api.md): This document explains how API users can add, update, and delete envelope metadata, including key/value limits and delete request rules. - [How to Authorize as a Corporate User​](https://support.docstudio.com/archive/how-to-authorize-as-a-corporate-user.md): This document describes, how to get authorized as a corporate user. - [Personal Account](https://support.docstudio.com/archive/personal-account.md) - [Corporate Account](https://support.docstudio.com/archive/corporate-account.md) - [Glossary](https://support.docstudio.com/archive/glossary.md): This document contains key terms used across the DocStudio documentation. - [DocStudio Structure](https://support.docstudio.com/archive/docstudio-structure.md): This document explains the basic DocStudio structure, including accounts, mailboxes, users, templates, and envelopes. --- # Agent Instructions This documentation is published with GitBook. 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