Here are some common DocuSign terms that can be confusing when you are just getting started:
Envelope: A DocuSign envelope is a package of documents that is sent to a signer or signers. The envelope can contain documents requiring signatures, initials, or reference documents. The entire envelope must be completed (signed) before it is returned to OnBase via the integration. When the documents are returned to OnBase, they are returned as revisions of the original document (or in the absence of revisions, they replace the document), they are not returned as a single PDF for the entire envelope.
Template: A template is used for repeatable envelope or document configurations. You will not have to re-configure the signature placeholders, signing order, or other configured features (supported in OnBase 17).
DocuSign Payments: a feature of DocuSign that allows signers to progress from signing the document to submitting a payment. This feature is only partially supported with the OnBase integration. See this post for more information.
