What Is a Scenario? (Overview)
This document explains what scenarios are, when to use them, and what controls are available on the Scenarios page.
When to use scenarios
Use scenarios for flows such as:
multi-step document workflows
envelope creation from previous step data
routing based on conditions or conversion rules
Scenarios page overview
Open Scenarios in the left menu to create, find, run, and manage scenarios.
The Scenarios page provides the following controls:
New scenario — creates a scenario.
New folder — creates a folder for organizing scenarios.
Search field — filters scenarios in the current category or folder.
Grid/List view — switches how folders and scenarios are displayed.
Folder — opens the folder and displays its contents.
Folder actions menu — allows you to rename, move, or delete the folder.
Scenario — opens and runs the selected scenario.
Favorite — adds the scenario to or removes it from Favorites.
Scenario actions menu — provides actions for managing the scenario, including moving it to a folder.
Access level — controls who can find and use the scenario.
Folders are displayed before scenarios that have not been added to a folder. After a scenario is moved to a folder, it is available only inside that folder.
Use the categories on the left to access scenarios based on their location and access level:
Favorites — scenarios marked as favorites
My scenarios — scenarios created in the current mailbox
Account scenarios — scenarios available within the current account
Official scenarios — scenarios provided for all platform users
Shared with you — scenarios shared with the current mailbox
If the selected category or folder does not contain any scenarios, DocStudio displays recommendations from other sections that are available to you. Recommendations are not displayed in Favorites or when search results are empty.
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