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Reference

Digital Transaction Management glossary

Terms used in Digital Transaction Management and its documentation.

Applies to Digital Transaction Management as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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Terms used in Digital Transaction Management and its documentation.

TermMeaning
EnvelopeA DocuSign package of one or more documents sent to signers, with its own ID and history.
TemplateAn approved, reusable setup for a document package with fields, signer roles, signing order and authentication.
Certificate of completionDocuSign's summary of a completed envelope: signers, their authentication and signing events.
Envelope historyDocuSign's record of each event in an envelope's life, with time and IP address.
Consumer disclosureThe ESIGN disclosure a consumer must consent to before receiving records electronically.
Signer authenticationHow a signer proves who they are before signing, such as an access code, SMS or ID verification.
DocuSign ConnectDocuSign's feature that sends envelope events to your systems as they happen.
VoidCancelling an envelope that hasn't been completed, so it can't be signed.
Change recordMoraph's record linking each template or setting change to its request, approval, test and release.
Co-managedAn arrangement where your team keeps some administration and Moraph runs the rest, as written in the responsibilities.

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