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

# Glossary

# Glossary

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

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

**Fill Out Now**: content that a sender can add to the document, such as text, date, signature, initials, and more.

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

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

**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.

**Document group template** (also called templates or documents 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.

**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.

**Document Flow:** a reusable configuration that defines invite settings, recipients, and email content for a document or document group.

**Custom Action:** a configurable, reusable button in HubSpot for your most common signature requests.

**Document generation:** the process of creating a document from a .docx template that contains tags, where each tag is replaced with data from a HubSpot record. The generated document can then be sent for signature.

**Tag:** a placeholder in a document generation template that is replaced with a value from a HubSpot record when the document is generated. Written in double braces (for example, `{{dealname}}`); single braces (`{dealname}`) are also supported.


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