Webdocs Concepts

The following terms have special definitions in Webdocs.

Concept Definition
Document Type

A category that contains different kinds of related documents.

For example: AP or HR.

Folder

Where documents are stored for security. You have permissions to work with specific folders.
Route

The path documents take from one user's WebDocs inbox to another user's inbox. Documents move along routes either via user approvals or automatically.
Search Keys
(also called index keys, indexes, or metadata)

What you use to look up documents.

For example: Dates, names, or numbers.
Title

A sub-type within a Document Type.

For example: Invoice, purchase order, or receiving document.

 

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4.0 | 201807110911 | July 2018