This document explains how to create and configure a template in DocStudio.
Create a template
In the left sidebar, open Templates.
Click the button.
The template editor opens.
Structured document
Structured document is the default document type for structured, data-driven templates. It lets you insert dynamic fields (text, number, date, choice, dictionary, lookup, etc.), build tables, apply formulas, and add signature elements.
Add external or PDF documents
You can add external documents or PDFs to the template.
Click the button.
Choose the document format:
— External
— PDF document
Template settings are available right after creation.
Use the Template and Flow tabs.
Template tab
Use Template for the main details and settings.
Required fields are marked with a red asterisk (*). Name and Description are mandatory. By default, the template is created in My Templates, and access is restricted to the mailbox level. Use the Edit icon to change the template’s location and access level.
Set the template location
In the modal, create or select a folder.
Set the template access level
All templates are accessible at the mailbox level by default.
There are three access levels. Each one has a checkbox on the left and a pencil icon on the right:
Selected mailboxes
The template is accessible only to specific mailboxes that you choose.
My account
The template becomes available to all mailboxes within your account.
Everyone
The template is accessible to anyone who has the direct link or the UUID.
Share with community
When enabled, the template can be shared with the community.
Once you add the template to Favourites, it appears in Templates → Shared with You.
Please note that files with public access settings can be published on the Internet.
Envelope properties
Subject
— Set up the subject format
Message
— Envelope message. Visible to users in the inbox.
Change expiry day
Use Change expiry day to set the envelope validity period.
Non-expiring envelope: The envelope has no deadline and remains active until signed.
Sender will set expiration: The sender manually sets the expiration date.
Set expiration: The template creator sets the expiration period.
Once an envelope reaches its expiration date, it becomes Expired, and recipients can no longer sign it.
Additional Settings
Delegation is denied
When enabled, recipients are not allowed to delegate (reassign) the envelope to another person.
Do not send files by email
When enabled, envelope files cannot be sent via email.
Restrict envelope archive downloading until envelope completion
When enabled, users cannot download the envelope archive until the envelope process is fully completed.
Flow tab
The Flow tab contains participant roles.
Role types:
Sender:
— Creates an envelope from the template and sends it.
Assignee:
— The main recipient responsible for completing the required action (e.g., signing or filling in fields).
Approver:
— Reviews the document and either approves or rejects it before the process continues.
CC (Carbon Copy):
— Receives a copy of the envelope for informational purposes only. No action is required.
To add a role, click the Add participant button.
Fill in the role form:
Role name — Enter a custom role name.
Let sender set — Specify a mailbox, an email, or another role as a recipient. Leave it empty if the sender should choose later.
Role type — Choose the role type.
You can leave Mailbox empty. The sender selects the recipient when sending.
Use Mailbox UUID to pre-assign a specific mailbox.
Finalise the template
When you finish the setup:
Click the button to save the template without sending.
Click the button to create and send an envelope.
When you click Send, the template is saved automatically.
You can send an envelope only when all required fields are filled in.
button.
button.
icon to change the template’s location and access level.
button to save the template without sending.
button to create and send an envelope.