How to Create and Send an Envelope

This document explains the different methods for creating an envelope in DocStudio and the basic steps to prepare an envelope draft for sending.

See the Glossary for DocStudio term definitions.

Create an envelope from a template

1. Open the Templates tab.

2. Find the template you want to use.

3. Click the template card to create an envelope draft.

You can also click Choose template on the Dashboard. DocStudio opens the Templates page, where you can select the template you need.

Create from the template editor

1. Open a template in the editor.

2. Click the Send icon.

DocStudio creates an envelope draft from the current template version. Changes made in the envelope draft do not update the source template.

Create by cloning an envelope

1. Open an existing envelope.

2. Click the Clone icon.

DocStudio creates a new draft based on the source envelope. You can update its recipients, fields, and other available settings before sending it.

You will not see the Clone icon if:

• your mailbox does not have access to the source template

• the envelope was created with Quick send

Assign recipients

In the next step, the template defines the processing flow, participant roles, and participant count. You cannot add, remove, or change roles in the envelope draft.

1. In Processing flow, review the predefined participants and their roles.

2. For each unassigned participant, enter an email address or select an available mailbox.

3. To assign yourself to an available role, enable I am assignee, I am signer, or I am approver, depending on the role configured in the template.

Recipients already defined in the template appear automatically. You only need to assign recipients to the remaining empty roles.

Fill in the required fields

The template already defines which fields are included in the envelope and which role must complete each field. You cannot add or reassign fields in the envelope draft.

The fields that you must fill out are highlighted in red, as shown in the screenshot. You will not be able to proceed with the submission until you have filled out all of these fields.

Fields assigned to other participants remain unavailable until their step in the processing flow becomes active.

Review the envelope

Before sending, review the envelope and make sure that:

• all required recipient email addresses or mailboxes are specified

• all actions and fields assigned to your role are completed

• the entered information is correct

• the required documents are ready for processing

The participant roles, processing order, and field assignments come from the template and cannot be changed in the envelope draft.

Save the envelope draft

Click Save draft if you want to finish the envelope later. DocStudio keeps the envelope in Draft status until you send it. After the first save, DocStudio automatically saves later changes. Auto-save stores your changes but does not send the envelope.

Send the envelope

Click the Send arrow in the top-right corner.

You cannot send the envelope until you complete every action assigned to you.

What happens after sending

DocStudio sends the envelope according to the processing flow configured in the template. The envelope becomes available in Mailbox, where you can track its status and see which participant must complete the next action.