mirror of
https://github.com/documenso/documenso.git
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Lucas Smith
71 lines
2.1 KiB
Plaintext
71 lines
2.1 KiB
Plaintext
---
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title: Concepts
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description: Foundational concepts behind document signing, recipient roles, field types, and certificates.
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---
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## Core Concepts
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<Cards>
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<Card
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title="Document Lifecycle"
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description="How documents move from draft to pending to completed or rejected."
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href="/docs/concepts/document-lifecycle"
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/>
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<Card
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title="Recipient Roles"
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description="Signers, approvers, viewers, assistants, and CC recipients."
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href="/docs/concepts/recipient-roles"
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/>
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<Card
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title="Field Types"
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description="Signatures, text, dates, checkboxes, dropdowns, and more."
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href="/docs/concepts/field-types"
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/>
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<Card
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title="Signing Workflow"
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description="The complete process from preparing a document to collecting signatures and sealing the final PDF."
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href="/docs/concepts/signing-workflow"
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/>
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<Card
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title="Signing Certificates"
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description="How documents are digitally signed and verified."
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href="/docs/concepts/signing-certificates"
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/>
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</Cards>
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---
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## How These Concepts Apply
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These concepts work consistently across all ways you interact with Documenso:
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- **Web application**: When you create documents in the UI, you'll select recipient roles, add fields, and track documents through their lifecycle states.
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- **API integration**: The same concepts map directly to API endpoints. Documents have status fields, recipients have role properties, and fields have type configurations.
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- **Self-hosting**: The signing certificate concept becomes particularly relevant when you deploy your own instance and configure your own certificates for document signing.
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Understanding these fundamentals will make the rest of the documentation easier to follow.
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---
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## Related Sections
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<Cards>
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<Card
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title="User Guide"
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description="Apply these concepts when sending documents."
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href="/docs/users"
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/>
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<Card
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title="Developer Guide"
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description="Work with these concepts through the API."
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href="/docs/developers"
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/>
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<Card
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title="Compliance"
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description="How these concepts relate to legal standards."
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href="/docs/compliance"
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/>
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</Cards>
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