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Classic/New DocuSign Experience Terminology Differences
Classic DocuSign Term New DocuSign Term
DocuSign Area
Access Code Add Access Authentication
Template, Envelope or Powerform Setup
Acknowledge receipt Needs to View
Recipient Types – Template or Envelope Setup
Address Book
Contact List for Recipients / Contacts List
Preferences
Address Recipients
Specify Recipients
Recipient Types – Template or Envelope Setup
Allow all to edit
Collaborative Fields
Tag/field properties
Awaiting my Signature
Action Required
Home Screen/Manage Screen
Choose an Online Document
‘Use a Template’ or ‘Get From Cloud’
Template or Envelope Setup
Clone
Create a Copy
Envelope Options
Custom tag Custom Field Tag/field properties Data field tag Text field Tag/field properties Envelope Settings ‘Advanced Options’ or ‘Edit
link’ sections
Template or Envelope Setup
Locked Fields
Read Only Fields Tag/field properties
Manage Envelope
Allow to Edit
Recipient Types – Template or Envelope Setup
Manage Recipient
Update Recipients
Recipient Types – Template or Envelope Setup
Sign In Person In Person Signer
Recipient Types – Template or Envelope Setup
Save Template As
Create a Copy
Templates
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