> 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/scenarios/create-and-configure-a-scenario/how-to-create-a-scenario.md).

# How to Create a Scenario

This document explains how to create a scenario and configure its basic settings and steps.

### Scenario structure

A scenario connects one or more steps. Each step defines where data comes from and where the next envelope goes.

A scenario includes:

* **Name** — identify the scenario in the list
* **Description** — explain the scenario purpose
* **UUID** — unique scenario identifier
* **Scenario access** — control who can use the scenario
* **Scenario steps** — define the flow between templates

Each step includes a name, a source, a destination, and a conversion rule.

Source and destination include the template UUID and template version UUID.

### Create a scenario

1. Open the scenarios list.
2. Click the <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FzX59vF6mQKArzNmyXCPk%2Fimage.png?alt=media&amp;token=ab04c40b-973e-4973-9b29-02a1d12bc22e" alt="" data-size="line"> button.
3. Enter the scenario name and description.
4. Set the access level.
5. Add the first step and fill in its settings.
6. Save the step.
7. Save the scenario.

{% hint style="info" %}
The first step of the scenario does not contain a source. It contains only the destination.
{% endhint %}

After you save the scenario, you can continue to configure additional steps.

### Scenario settings

{% columns %}
{% column %}

1. Scenario name.
2. Scenario description.
3. Scenario UUID.
4. Access level.
5. **Chain envelope** toggle.
6. **Cancel**.
7. **Save**.

{% hint style="info" %}
The **Save** button is disabled if the scenario form is invalid or at least one step is not saved.
{% endhint %}
{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2F1wwFT6mJJM6lD212ryAj%2Fimage.png?alt=media&amp;token=8890c5bf-4771-4482-b36d-ae0e990941ed" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
Enable **Chain envelope** if the envelopes created by the scenario must stay linked in one chain.
{% endhint %}

### Configure a scenario step

Use the step form to define where the next envelope goes and what rule prepares its data.

{% columns %}
{% column %}

1. Scenario step name.
2. Scenario step save action.
3. Scenario destination template UUID.
4. Scenario destination template version.
5. Scenario step conversion rule.
6. Scenario step send immediately option.
   {% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Fn5vOBWo8ymnsanqrfkJh%2Fimage.png?alt=media&amp;token=d5138618-cd43-494f-a9d2-54d81c1c0b81" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

To add a new step, click the <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FsyIeAPL8sluHqiBFVkT5%2Fimage.png?alt=media&amp;token=a39c0793-a4dd-4c82-9ce6-e7b39fff3532" alt="" data-size="line"> button.

* **Scenario step name** — label for the step action
* **Scenario destination template UUID** — target template for the next envelope
* **Scenario destination template version** — exact version of the target template
* **Scenario step conversion rule** — mapping used to prepare the next envelope
* **Scenario step send immediately** — send the next envelope automatically after the step is completed

### Next steps

* [How to Configure a Scenario Step](/user/scenarios/create-and-configure-a-scenario/how-to-configure-a-scenario-step.md)
* [How to Run a Scenario](/user/scenarios/running-scenarios/how-to-run-a-scenario.md)
* [How to Edit, Clone, or Delete a Scenario](/user/scenarios/managing-scenarios/how-to-manage-a-scenario.md)