How to Configure a Scenario Step

This document explains how to configure a scenario step, including destination template settings, conversion rules, and optional conditions.

Scenario step — a single stage inside a scenario with source, destination, and optional conditions
Conversion rule — a rule that transforms incoming or outgoing files into another structure or format
XSLT — a transformation language used in conversion rules and scenario conditions

See the Glossary for DocStudio term definitions.

In Step name, enter a name.
In Destination template UUID, paste the UUID, or unique ID, of the target template for the next envelope.
In XSLT conversion rule, paste the rule that maps data from the source envelope to the destination envelope.
Enable Send an envelope immediately after starting a step if the next envelope must be sent automatically.
Click the Save icon in the upper-right corner of the step.

After you enter Destination template UUID, the system will auto-fill the latest template version UUID.

After you save the first step, you can add another step or save the scenario.

Next to Scenario steps, click the button.
Fill in Source template UUID and Source template version UUID so they match the destination of the previous step.
Configure the destination template and conversion rule like in the first step.
Enable Condition if this step must run only in specific cases.
Save the step.

Conditions are optional. Use them when the step must run only for specific source data.

See Scenario Step Conditions for condition logic and supported condition types.

Last updated 2 months ago