Archive
User meaning
Hide from active work.
System action
Moves item to archive without deleting.
Risk to protect
Needs restore.
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CTA dictionary
Every important button should have one clear job.
This page documents what users think a button means, what the product should do, and which failure modes must be prevented.
14 mapped buttons10 product areas6 explicit risk protections
Recommended paths
Start from the actions users notice first
Entry and upload actions
Start with document-first buttons like Upload PDF and Open in Editor to see how the product begins.
Jump to entry buttons
Risk and editor actions
Locate clauses, apply fixes, re-check edits, and understand what must remain reversible.
Jump to risk controls
Send and proof actions
Follow buttons that move a document into sending, status tracking, signed proof, and archive.
Jump to proof actions
Area
Dashboard
Area
Editor
Re-check
User meaning
Check my current edits.
System action
Analyzes the edited state and counts elapsed time/tokens.
Risk to protect
Must include overlays and custom fields.
Send
User meaning
Prepare to send this version.
System action
Opens pre-send readiness modal.
Risk to protect
Should not send immediately.
Area
Entry
Upload PDF
User meaning
Start with my document.
System action
Creates a scan/editor source file.
Risk to protect
Must show file size/type errors clearly.
Area
Pre-send
Save online
User meaning
Keep this as a dashboard copy.
System action
Creates a saved online package without recipients.
Risk to protect
Should route to dashboard, not leave user hanging.
Continue to send
User meaning
Add recipients and fields.
System action
Opens Quick Send Studio.
Risk to protect
Must not expose full Board UI.
Area
Quick Send
Send now
User meaning
Invite recipients.
System action
Creates/sends envelope invite.
Risk to protect
If already sent, show status-room action.
Area
Report / Forms
Open in Editor
User meaning
Edit this exact document.
System action
Passes source document and report context into Soft Editor.
Risk to protect
Never open an empty editor if the source exists.
Area
Risk Control
Show / Locate
User meaning
Show me where this issue is.
System action
Scrolls to the exact clause and highlights it.
Risk to protect
Page-only scroll is not enough.
Fix
User meaning
Apply the recommended change.
System action
Inserts or replaces risky text in the editor layer.
Risk to protect
Must be reversible and visible in PDF export.
Area
Status / Proof
Download signed PDF
User meaning
Get the final document.
System action
Downloads finalized signed PDF.
Risk to protect
Must include signed state, not draft state.
Audit trail
User meaning
Show proof this happened.
System action
Downloads or opens audit evidence.
Risk to protect
Should be stored with the package.
Area
Status Room
Copy protected link
User meaning
Share signer access safely.
System action
Copies protected signer URL.
Risk to protect
Public links need explicit warning.
Area
Templates
Use template
User meaning
Reuse this workflow.
System action
Starts a new package from saved template metadata.
Risk to protect
Do not copy stale recipients unless user asks.