How to Complete an Incoming Envelope (First-Time Recipient)

This guide explains how to complete and sign an incoming DocStudio envelope as a first-time (unregistered) recipient.

Complete an envelope without registration

1. Open the email and click .

2. In the opened pop-up, click to accept the Terms and Conditions and Privacy Policy.

3. Complete the required actions:

   • Fill in — Complete the fields assigned to you.

   • Sign — Create your e-signature and apply it.

4. When all required actions are completed, click .

5. In the pop-up window, click .

You have successfully completed your first envelope in DocStudio!

Confirmation email after signing

After you sign the document, DocStudio sends a confirmation email.

The email includes a button. Use it to open the signed document in DocStudio. Depending on the sender’s template settings, you can also download, or print the final PDF.

If the button is not available, use the direct link in the email.

Password setup email

After you agree to the Terms and Conditions and Privacy Policy, DocStudio creates an account for you. To access your account and envelopes, set a password.

DocStudio sends a separate email with a button.

Open the link to create your password and complete the setup. After that, you can sign in to DocStudio and access your signed documents at any time.

If the button is unavailable, use the direct link in the email.

If you don't need access to DocStudio, you can skip password setup. You will still be able to open and sign envelopes you receive, but you won't be able to create and send envelopes.

If you want to see what the envelope completion flow looks like after password setup, see How to Complete an Incoming Envelope (Existing DocStudio User).

Common issues

Some issues are caused by an unsupported device, browser, or screen size.

• Unsupported screen resolution. DocStudio checks your screen size when you open the link or change the resolution.

  • Desktop: minWidth = 1440

  • Tablet: minWidth = 756, maxWidth = 1439

  • Mobile: minWidth = 320, maxWidth = 755

• Wrong device orientation (mobile/tablet). Rotate your device. Use portrait or landscape as prompted.

• Unsupported browser/OS version. Use a modern browser version:

  • Chrome, Edge, Safari, Opera, Opera Mini: 2 latest versions

  • Firefox, Firefox ESR: latest version

  • iOS: 2 latest versions

  • IE 11 is not supported

See Supported devices, browsers, and screen resolutions to learn more.