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Glossary

TermDefinition
RecordA unit file (form, document) managed in the application.
WorkflowThe electronic validation circuit replacing paper circulation.
ViewFiltered list of records (Table or Kanban).
TaskAction expected from you (Validation, Signature) in a workflow.
Check-in / Check-outLocking mechanism: a document being modified (Check-out) is locked for other users (padlock).
DelegationTemporary transfer of your validation rights (e.g., during your vacation).
TeamConnectCollaborative chat module integrated into each file to discuss without sending emails.