Welcome to the DocStudio documentation page¶
Content list
- How to work with platform
- Supported devices, browsers and screen resolutions
- Authorization on the platform
- Notification system
- Main application
- How to register on platform?
- User profile
- Settings page
- Invites page
- Forwarding page
- Danger zone page
- Platform dashboard
- Mailbox page
- How to assign labels to envelopes?
- How to sign envelopes?
- How to delete and restore envelopes?
- How to archive and unarchive envelopes?
- How to chain and unchain envelopes?
- How to delegate envelopes?
- How to add envelopes for approval?
- How to approve envelopes?
- How to reject envelopes?
- How to download envelopes?
- How to share envelopes?
- How to generate an envelopes report?
- How to resend envelope notifications?
- How to mark envelopes as read?
- How to mark envelopes as unread?
- Envelope
- Envelope creation
- Envelope fields
- Envelope signatures
- External document
- Invitation to the envelope by email
- Invite participant to envelope by email from the draft page
- States of the envelope with invitation
- Participants which could be invited to an envelope
- “Default mailbox” function
- How to accept invitation and send envelope without authorization (for guests)
- How to accept invitation and send envelope without authorization for registered users
- Accept invitation to the envelope
- Envelope processing without authorization
- Envelope sending without authorization
- Envelope management
- Envelope sharing process
- Envelope approval process
- Envelope delegation process
- Envelope commenting process
- Resending envelope notifications process
- AI assistant
- Envelope callbacks
- Envelope forms
- Template
- Template management
- What is a template?
- What is envelope processing flow
- Document management
- Structured documents
- External documents
- PDF documents
- Dynamic fields
- Text cursor method
- Drag & drop method
- Sticky fields method
- Text field
- Number field
- Currency field
- Date field
- Choice field
- Checkbox field
- Dropdown field
- Dictionary field
- Lookup field
- File field
- Table field
- Duplicate field
- Formula field
- Autonumber field
- QR/barcode field
- QES field
- PAdES field
- Signature field
- Initials field
- Template access
- Template list page
- Template management
- Access level
- Scenario
- Scenario list and scenario concept
- How to manage scenarios
- How to create a scenario
- How to configure a scenario step
- How to edit scenario?
- How to edit a scenario step
- How to clone a scenario
- How to delete a scenario
- What is option send envelope immediately after step run
- What is condition and how to use it
- Simple condition
- One to Many condition
- Attachment re-use
- Run scenario from integration
- How to run scenario
- How to manage scenarios
- Scenario list and scenario concept
- Approval page
- Dictionaries
- External links
- Admin panel
- Settings tab
- How to update account name?
- How to copy account UUID?
- How to configure automatic mailbox creation for corporatre users?
- How to configure document viewing through the Microsoft Viewer?
- How to hide email from Reply-To on the platform?
- How to upload an account and platform images?
- How to delete an account?
- Domains tab
- External links tab
- Password policy tab
- Integrations tab
- Users
- Corporate users
- Users report
- Permissions list
- Mailboxes
- Mailboxes tab
- Groups tab
- Integration
- Integrations page
- Conversion rule
- Conversion rule info
- WDExtensions
- XSLT Predefined Parameters
- Conversion rule example for outgoing documents
- Conversion rule example for outgoing invoice correction. Previous invoice will be chained to a new one.
- XLS and X12 to XML conversion
- Conversion rule example for incoming documents
- Scenario run through integration
- SFTP protocol
- AS2 protocol
- DBNA configuration
- Audit Log
- Billing
- Callbacks
- Settings tab
- Widgets
- API
- API methods
- Authorization endpoints
- Template endpoints
- Envelope endpoints
- Audit trail endpoints
- Mailbox endpoints
- Account endpoints
- User/Profile endpoints
- Authorization
- Template creation
- Fill envelope
- Send envelope
- Upload attachment or external documents
- Get document(s) for sign
- Sign document(s) with QES using API
- Download envelope documents archive
- Get envelope audit trail
- Create audit trail record
- Export envelope audit trail PDF file
- Search mailbox
- Check envelope status
- Account corporate users
- Account domains
- Common API error codes
- Template structure
- Envelope Structure
- Dictionary
- API methods
- Error codes
- Server configuration information
- Java & PHP Software Development Kits