# User - [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. - [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,. - [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 policy settings](https://support.docstudio.com/user/authorization-and-security/password-policy-settings.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): 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): 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): Create or replace your initials from your user profile. - [Register](https://support.docstudio.com/user/user-profile/register.md) - [How to Register Personal Account](https://support.docstudio.com/user/user-profile/register/how-to-register-personal-account.md): This document contains a step-by-step instruction on How to Register Personal Account. - [How to Register Company Account](https://support.docstudio.com/user/user-profile/register/how-to-register-company-account.md): This document contains a step-by-step instruction on How to Register Company Account. - [How to Upload a User Icon](https://support.docstudio.com/user/user-profile/how-to-upload-a-user-icon.md): Upload a profile icon or reset it to the default. - [How to Delete a Profile](https://support.docstudio.com/user/user-profile/how-to-delete-a-profile.md): Delete your user profile and learn what to do to keep existing accounts. - [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 use QuickSend in the DocStudio Dashboard to upload external files and send them for signing by configuring recipients and roles. - [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): Control whether your mailbox can be found by other accounts, and send to hidden mailboxes when needed. - [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 envelopes 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. - [Change Recipient Email After Sending an Envelope](https://support.docstudio.com/user/envelopes/change-recipient-email-after-sending-an-envelope.md): This document explains how senders can update a recipient’s email address after an envelope has been sent, including editing rules, limitations, and what happens after the recipient is changed. - [How to Customize the Envelope List](https://support.docstudio.com/user/envelopes/how-to-customize-the-envelope-list.md): This document explains how to manage the envelope list in the mailbox, including customizing the columns, sorting, and display settings. - [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 and read a qualified electronic signature key. - [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) - [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 guide explains how to download signed documents. You can download archives for individual envelopes or multiple envelopes at once. - [What Is Included in the Full Envelope Archive](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-download-print-signed-documents/what-is-included-in-the-full-envelope-archive.md): This guide explains what you get inside the ZIP archive when you download signed data. It covers the difference between downloading a single document or the whole envelope. - [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): Print a completed envelope document from the envelope page, or download the full envelope archive to print offline. - [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 information available in the signing document certificate, including document details, signer data, 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 describes how to send envelopes for approval, create and manage approval routes, and understand the approval flow and its limitations in DocStudio. - [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 an envelope for approval in DocStudio. - [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 manage envelopes in the Approval page, including folders, filters, approval history, and bulk approve/reject actions. - [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): See what events trigger notifications, how in-app alerts work, where links go, and how to manage email/system notification settings. - [How to Manage Notification Settings](https://support.docstudio.com/user/platform-notifications/how-to-manage-notification-settings.md): Configure per-mailbox in-app and email notifications in your user profile to stay updated on mailbox activity. - [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 generate a shareable template link or embed code, set required access and flow settings, and revoke or regenerate the link when needed. - [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): Send an envelope from a public template link or iframe, then sign in 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 expains, 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. - [Template List Page Overview](https://support.docstudio.com/user/template-builder/template/template-list-page-overview-1.md): This document contains an overview of the Templates page, including categories, previews, search, and view options. - [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 what a structured document is and how to add, clone, and delete it 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 create, 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 add static tables to template documents and what table editing options are available. - [Table Context Menu Overview](https://support.docstudio.com/user/template-builder/template-editor/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 PDF documents to templates, configure their 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 describes how to create, manage, 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, where to manage them, and what controls are available in the scenarios list. - [Creating and Configuring](https://support.docstudio.com/user/scenarios/creating-and-configuring.md) - [How to Create a Scenario](https://support.docstudio.com/user/scenarios/creating-and-configuring/how-to-create-a-scenario.md): This document explains how to create a scenario, what it includes, and how to configure scenario steps. - [How to Configure a Scenario Step](https://support.docstudio.com/user/scenarios/creating-and-configuring/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 from the scenarios list, what happens when it runs, and how to continue or restart scenario steps. - [​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) - [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 describes 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. --- # 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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