Basic SignerX.com Terminology

This helpful guide will define some common ApproveMe terms to help you on your document signing journey. 

Admin

An admin is 

Document

A document is a single file, pdf, etc. that lives inside of a package. There can be more than one document in a package but there cannot be a package without a document.

Document Builder

Our version of google doc that can be converted into a document that lives in a package being sent for signature. (Don't say google doc).

Invite Signer

Invite signer 

Package

A package is 

Recipient

A recipient is 

Sender 

A sender is 

Team Member

A member of a team.  Not the account owner (Admin).  

Team Workspace

Our team accounts create a shared workspace. Check these out to familiarize yourself with it...Think in terms of Slack or Asana.  Ability to share completed packages/folders with certain users.  Share access... read-access for assistants, HR, accounting departments, real-estate teams, etc.

Template 

Docusign has a great definition for this...

User

A user is 

Workflow

A workflow is a sequence of steps that completes your document signing requests and carries out other document-related tasks such as saving your PDF to a specific location, sending data to your CRM, CC'ing

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