DocuSign Essential Vocabulary

A knowledge base article about DocuSign Essential Vocabulary provided by the UC Berkeley IT Service Hub - Knowledge Portal

Envelope: a container for documents you send to a recipient to sign. An envelope can have one document or many documents, one recipient or several.
- https://support.docusign.com/en/articles/000045001
Template: A form for repeated use; an Envelope is created each time the Template is used.
- https://support.docusign.com/en/guides/ndse-user-guide-create-templates
PowerForm: A template accessed via a URL for signer self-service
- https://support.docusign.com/en/guides/ndse-user-guide-using-powerforms
- Pay attention to Template requirements
PowerForm vs. Template
- https://support.docusign.com/en/articles/PowerForms-vs-Templates
Permission Profiles: DocuSign Default, cannot be edited
- DS Viewer
- DS Sender
- DS Admin
Permission Profiles: UCB Custom Profiles
- Bulk Sender
- Template Manager
- PowerForm Manager
- Department Account Administrator
Signing Groups
- Enable envelopes to be routed to a group for processing rather than relying on a single individual.
- Benefits include out-of-office vacation and sick coverage