Glossary
Glossary: what each word means
The terms used across the platform, each explained in a single line.
Almost every confusion in the first days is about vocabulary, not about how things work. These are the words worth getting straight, in the order you tend to meet them.
How information is organised
Folder
A container for tidiness. It nests and it is optional.
Project
The unit of work. It does not nest, it belongs to one module, and every document lives inside one.
Document
The file itself: what people send you, what gets signed, or what you certify.
Data
The fields taken from a document: amount, date, number. Automatic reading proposes them and you confirm.
Trackline
Schema or process
The template: what is asked for, in what order and from whom. Designed once.
Case
One specific run of a schema. One per supplier, client or matter.
Phase
A block of requests that go out together. The next opens when the previous is complete.
Request
Each thing you ask for: a document, some data, or both together.
People
User
Someone in your organisation, with an account and a password. Uses a licence.
External participant
Someone outside — supplier, client, signer. Opens a link, has no account, uses no licence.
Contact
A person's record in your address book, with their email, mobile and language.
Consigne
Simple signature
The signer draws their signature. When and from where is recorded.
Advanced signature
The same, plus confirming a code sent to their mobile by SMS.
Evidence chain
The full account of a signature: who, when, how and from where.
Timestamp
The independent certification of when it was signed, which stops the date being arguable.
SmartCheck and traceability
Evidence
Something certified: a file or some data, sealed with a demonstrable date.
Fingerprint
The unique summary of a file. It changes completely if one character is altered, which is how tampering is detected.
Public verification
The page where anyone can check a document without an account and without your permission.
Audit dossier
The export of a whole folder with its evidence and dates.
Platform
Credits
The unit used to pay for actions with an external cost: AI reading, SMS, sealing.
Organisation
Your company inside the platform. Each one's data is kept separate.
Audit log
The immutable history of who did what and when.
Error code
The identifier shaped E-YYMMDD-XXXX shown when something fails. It lets support find the exact problem.
A real case
The situation
Someone new to the team tries to create accounts for suppliers as users and runs out of licences.
What you do
- Reads the difference between a user and an external participant
- Discovers the supplier needs no account
- Cancels the invitations and runs the process with links instead
What you get
The licences are free again and the suppliers deliver just the same, registering for nothing.
The situation
Two departments use «file» to mean different things.
What you do
- Settle the vocabulary with the glossary
What you get
Meetings stop starting by clarifying terms.
The situation
An internal email mentions «batch» and nobody knows if it means purchasing or production.
What you do
- Checks the definition before replying
What you get
The answer addresses what was actually asked.
The situation
A newcomer does not understand the difference between phase and file.
What you do
- Reads the two entries in sequence
What you get
They start working without needing a training session.
The situation
A supplier asks what a term in the notice means.
What you do
- Links them the specific glossary entry
What you get
The clarification is a line rather than a phone call.
The situation
An internal procedure is written using invented terms.
What you do
- Uses the same names as the platform
What you get
The procedure and the tool say the same thing.
This article answers
- what is a case in code contract
- difference between a schema and a process
- what is an external participant
- glossary of platform terms
- what does certified evidence mean