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

# Glossary

# Glossary

Terms used across the SignNow for Procore guide — invites, fillable fields, templates, document flows, custom actions, and data mapping.

**Signature invite**: A 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 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 and approver.

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

**Template**: A document or document group with fillable fields that you configure once and reuse as often as needed. Each time you send a template for signature, a new document or document group copy is created.

**FreeForm invite**: A document without fillable fields. It opens so that fields can be placed anywhere on the document.

**Self Sign**: A mode of signing a document yourself, without sending it for signature. The document opens as a FreeForm invite.

**Document flow**: A reusable configuration that defines invite settings, recipients, and email content for a document or document group. Applied when sending documents for signature to ensure consistent settings across all invites.

**Custom action**: A reusable button in the SignNow side panel configured by an admin to trigger a specific SignNow workflow. Custom actions can send a pre-selected SignNow template, prompt the sender to select a template or file, or open a document for self-signing. A pre-configured document flow can be included to apply consistent invite settings.

**CC recipient**: A user who receives a copy of the document by email but is not required to fill out or sign it.

**Text tags**: Markers embedded in a .docx file that are automatically converted into fillable fields when the document is uploaded to SignNow.

**Document group**: A set of multiple documents sent together as a single invite to one or more recipients.

**Data mapping**: A configuration that links Procore record fields to document fields, so document fields are automatically pre-filled with Procore data when an invite is sent.

**Configuration**: The Procore-side setting that connects the installed application to one or more projects. Without it, the side panel does not appear.

**Side panel**: The SignNow application inside a Procore record page, opened from the dock on the right edge.


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