---
title: "Glossary"
url: "https://docs.signnow.com/docs/glossary"
type: "page"
section: "Integrations"
slug: "glossary"
---

# Glossary

# Glossary

**Signature invite:** A single document or group of documents with or without fillable fields sent for signature to one or multiple recipients.

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**Fillable fields**: Editable boxes in the document where recipients can add signatures and data.

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**Recipient**: A user who receives the document to fill out, view, or approve.

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**Sender**: A user who prepares and sends the document for signature.

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**Role**: An action assigned to the recipient by the sender. Available roles include signer, viewer, and approver.

- Signer – fills out and signs the document.
- Viewer – can only view the document.
- Approver - reviews and approves the document to be sent to the next recipients.

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**Document group template** (also called templates in this guide): A group of documents you configure once and reuse with the same settings as often as needed. Each time you send a document group template for signature, a new document group template copy is created.

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**Template:** A document with or without fillable fields you can send for signature multiple times. Each time you send a template for signature, a new document copy is created.

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**Document flow:** A preconfigured process for sending documents for signature. Setting up a document flow includes defining the sender’s experience, customizing the email subject and body, and managing recipients. When a document flow is added to a custom button, Salesforce users can send documents from Salesforce with a single click.

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**Custom button, custom link:** A button added to the Salesforce page layout that performs specific actions, such as navigating to a URL, executing JavaScript, or integrating with third-party services like SignNow for initiating document workflows directly within Salesforce.


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*Full page: https://docs.signnow.com/docs/glossary*