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CTA dictionary
Every important button needs one clear job.
This page documents what users think each button means, what the product should do, and what we must protect against.
Button
Area
User meaning
System action
Risk
Upload PDF
Entry
Entry
UserStart with my document.
SystemCreates a scan/editor source file.
RiskMust show file size/type errors clearly.
Open in Editor
Report / Forms
Report / Forms
UserEdit this exact document.
SystemPasses source document and report context into Soft Editor.
RiskNever open an empty editor if the source exists.
Show / Locate
Risk Control
Risk Control
UserShow me where this issue is.
SystemScrolls to the exact clause and highlights it.
RiskPage-only scroll is not enough.
Fix
Risk Control
Risk Control
UserApply the recommended change.
SystemInserts or replaces risky text in the editor layer.
RiskMust be reversible and visible in PDF export.
Re-check
Editor
Editor
UserCheck my current edits.
SystemAnalyzes the edited state and counts elapsed time/tokens.
RiskMust include overlays and custom fields.
Send
Editor
Editor
UserPrepare to send this version.
SystemOpens pre-send readiness modal.
RiskShould not send immediately.
Save online
Pre-send
Pre-send
UserKeep this as a dashboard copy.
SystemCreates a saved online package without recipients.
RiskShould route to dashboard, not leave user hanging.
Continue to send
Pre-send
Pre-send
UserAdd recipients and fields.
SystemOpens Quick Send Studio.
RiskMust not expose full Board UI.
Send now
Quick Send
Quick Send
UserInvite recipients.
SystemCreates/sends envelope invite.
RiskIf already sent, show status-room action.
Copy protected link
Status Room
Status Room
UserShare signer access safely.
SystemCopies protected signer URL.
RiskPublic links need explicit warning.
Download signed PDF
Status / Proof
Status / Proof
UserGet the final document.
SystemDownloads finalized signed PDF.
RiskMust include signed state, not draft state.
Audit trail
Status / Proof
Status / Proof
UserShow proof this happened.
SystemDownloads or opens audit evidence.
RiskShould be stored with the package.
Archive
Dashboard
Dashboard
UserHide from active work.
SystemMoves item to archive without deleting.
RiskNeeds restore.
Use template
Templates
Templates
UserReuse this workflow.
SystemStarts a new package from saved template metadata.
RiskDo not copy stale recipients unless user asks.