> 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/user.md).

# User

- [Getting Started](https://support.docstudio.com/user/getting-started.md): This document provides basic knowledge about DocStudio and its functionality.
- [DocStudio Structure](https://support.docstudio.com/user/docstudio-structure.md): This document explains the basic DocStudio structure, including accounts, mailboxes, users, templates, and envelopes.
- [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 Electronic Signature](https://support.docstudio.com/user/user-profile/how-to-add-or-edit-an-electronic-signature.md): This document explains how to create or replace your electronic 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 Add a Personal Account to Your Profile](https://support.docstudio.com/user/user-profile/register/how-to-add-a-personal-account-to-your-profile.md): This document explains how to add another personal account to an existing DocStudio profile.
- [How to Add a Company Account to Your Profile](https://support.docstudio.com/user/user-profile/register/how-to-add-a-company-account-to-your-profile.md): This document explains how to add another company account to an existing DocStudio 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 Electronic Signature](https://support.docstudio.com/user/dashboard/how-to-upload-a-document-for-electronic-signature.md): This document explains how to upload a document with Quick send, send it for electronic signature, fill sender fields, and import embedded PDF fields.
- [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.
- [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 (Electronic Signature)](https://support.docstudio.com/user/sign-and-download-envelopes/how-to-sign-an-envelope-electronic-signature.md): This document explains how to sign one or multiple envelopes with an electronic 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.
- [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 electronic 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 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 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 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.
- [Number to text Field](https://support.docstudio.com/user/template-builder/template-dynamic-fields/number-to-text-field.md): This document explains how to add and configure the Number to text field in a template.
- [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.