What Is a Scenario? (Overview)

This document explains what scenarios are, where to manage them, and what controls are available in the scenarios list.

Use scenarios to chain envelopes and pass data between them. Manage scenarios from Scenarios in the left menu, where you can create, run, edit, clone, and delete scenarios and their steps.

Scenario list and concept

1. The button (create a scenario).

2. The filter field (filter the scenarios list).

3. A scenario in the list (click it to run).

4. The scenario actions menu (edit, clone, or delete).

5. The scenario access level menu (manage access).