• 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