ClodDoc glossary
| Term | Meaning |
|---|---|
| Company | A working organization with its own users and data. |
| Company role | Administrator or member permissions governing team administration. |
| Operations role | A separate access level for operational records: administrator, viewer or no access. |
| Owner, editor, reader | Permission levels for a file object. These do not automatically follow your company role. |
| File space | A personal or company storage area. System views help you find items in these spaces. |
| Version | A particular file’s contents at a point in time; an upload can create a new version of an existing file. |
| Quarantine | A state in which a checked file is isolated and unavailable for normal delivery. |
| Activity history | The available history and context of actions on an object. |
| External link | Managed access to selected file versions for recipients outside the normal workspace. |
| File request | A link that lets a recipient send files into a specified folder within configured limits. |
| Merchant | A business used as a dimension of operational accounting; labelled ТСП in Russian. |
| Legal entity | A legal organization associated with operations and documents. |
| Balance | The balance for selected dimensions, based on available source data and financial operations. |
| Write-off | A recorded financial action reducing a balance for the selected details. |
| Transfer | Movement of a balance between legal entities for the selected bank and merchant. |
| Source snapshot | A consistent set of source data that an import validates and applies. |
| Import | Loading, checking and applying a source snapshot. It does not imply that every source row is correct. |
| Receipt | Confirmation of a modifying action’s result; distinguishes a completed action from an unknown outcome. |
| MFA | An additional sign-in check using a one-time code from an authenticator application. |
| Session | An active sign-in on a device or in a browser. |
Related: Product workspaces · Roles · Balances · Files.