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