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.

You can create a new envelope from:

• Dashboard

• Mailbox

• Scenarios

• Approval

• Dictionaries

• Contacts

The button is in the top-right corner, next to the notification bell.

Use Quicksend to create an envelope from uploaded files. See Quicksend.

Create from a template

1. Open a template card on the dashboard, or a template in the templates list.

2. Click the template card to start an envelope draft.

Create from the template editor

1. Open a template in the editor.

2. Click the Send icon.

Create by cloning an envelope

1. Open an existing envelope.

2. Click the Clone icon.

You won’t see the Clone icon if:

• your mailbox has no access to the source template

• the envelope was created via Quicksend

Next steps in the draft

After creation, the envelope opens as a draft.

1. Fill in roles for the envelope flow.

2. Use I am assignee/approver/signer to assign yourself to a role.

3. After you fill all required fields, send the envelope to the next participant.

Save a draft

Click the button to save the envelope and send it later.

Save draft option is not available for Quicksend envelopes.

After the first save, the envelope auto-saves after each change. The indicator next to the shows the save status. Auto-save saves your changes, but it does not send the envelope. Auto-save also works for envelopes in Waiting for you status.