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Key Concepts

Understanding a few core concepts makes the rest of the Docwize documentation easier to follow.

Documents​

In Docwize, a document is more than just a file. It usually combines:

  • one or more files
  • metadata
  • relationships to workflows, revisions, attachments, transmittals, or other documents

See Document Details for more detail on one of the main document-level views available to users.

Metadata​

Metadata is the structured information attached to a document, such as description, type, date, project, reference number, and related parties.

Some metadata is standard, while other fields may be introduced through custom field configuration.

Workflows​

Workflows route documents or tasks between users, or through machine-based steps, for review, approval, sign-off, data capture, or automated processing.

End users usually encounter workflows in the Inbox, while administrators manage workflow templates in System Configuration.

Permissions and visibility​

What a user can see or do depends on security settings, role permissions, and access to folders, projects, views, or modules.

For configuration details, see the Admin Console and Controls docs.