Find out what the terms and icons used on the DocuX platform mean.
The definitions are DocuX-specific. They may or may not match the definitions of these terms and icons elsewhere.
|Admin||An account that is allowed to conduct all administrative activities on DocuX. |
The admin can add and remove users, assign different roles to users, manage the company’s security settings, set up integrations, and more.
|Approval||The act of reviewing and deeming the contents of a document or contract as valid and correct.|
Users can send documents and contracts to designated approvers for approval. Once approved, the document can be eSigned.
|Archive||Moving a document or contract that is not in active use to a designated section on DocuX for long-term storage and future reference.|
|Audit Trail||A timeline of all activity on a document.|
The audit trail on DocuX includes the addition or removal of collaborators, changes in document ownership, views on the document, and more.
|Channel||A way to organize your conversations on a document. It is used to chat privately with a subset of the added collaborators.|
DocuX currently has two channels - internal and external - depending on whether a collaborator is a member of the team or an external user.
|Clone||The act of creating a copy of a document, contract, or template.|
|Collaborators||Users who work together on a document or contract.|
Collaborators can be internal or external, depending on whether they are members of the team or external users.
|Conclude||The act of marking a document as completed. Once concluded, documents can be sent for approvals or esignatures.|
|Creator||An account that is allowed to Create new documents and contracts.|
|Decline||The act of politely refusing to approve or esign a document. You will need to state your reason when you decline.|
|Envelope||A group of up to 10 documents sent together for approval and esignature.|
|eSign (noun)||A digital alternative to conventional pen-and-paper signatures on documents. eSignatures on DocuX are legally binding, secure, timestamped, and fast.|
|eSign (verb)||The act of signing a document digitally via a secure platform that ensures strong signer authentication.|
|eSigner||An account that is authorized to eSign documents.|
|Expiry||The date on which the document will no longer be valid. Any pending eSign and approval requests will be canceled and the document will return to the owner.|
|Finalize||Marking a template as complete and ready for use.|
|Initials||An abbreviated version of your signature consisting of the initial letters of your first and last name. Initials are required before or while esigning some contracts.|
|Integration||A connection between two apps, such as DocuX and Google Drive. When integrated, some functionalities and data of the integrated apps will be available in DocuX.|
|Label||A way to identify and organize files on DocuX. Labels are named and color-coded.|
|Lockout||A security measure that restricts users from signing in for a certain duration. Lockout is activated after a user tries to sign in with incorrect passwords multiple times.|
|Recall||Regaining control and edit access of a document you had released to someone else.|
|Release||The act of giving exclusive edit access of a document to an internal or external collaborator.|
|Reopen||Opening a concluded document for further edits.|
|Review||To view, chat, and comment on a document that you are a collaborator on but whose edit rights are currently with another user.|
|Role||The type of account based on the permissions chosen by the admin.|
|Signature||The font-based, drawn, or uploaded graphical version of your name that serves as an identification on contracts and documents.|
|Template||A document with pre-set content, style, and approval workflows. It can be edited and used multiple times to create other documents.|
|Unvoid||Marks a previously voided eSign document as valid.|
|Version||The structure and content of a document at a specific point in its history. On DocuX, a new version is created when a document’s edit access passes from one user to another.|
|Void||Marking an esign document as invalid.|
|Watermark||A faint message intentionally added to downloaded contracts that are in the process of being eSigned. Once signed by all parties, downloaded documents will not carry the watermark.|
|Workspace||The action-oriented, AI-backed main screen on DocuX that segregates, prioritizes, and controls documents for you.|
This is a guide to key icons on DocuX.
|General iconsSeen across the platform|
|Indicates a create action. Example: Create new user, label, document, etc.|
|View more options|
|Collapsible section. Click on it to hide or show the section’s content.|
|Download. Seen on: chats, documents, attachments, user lists, and more.|
|View and add emojis. Seen in: chats.|
|Hold and drag. Seen in: approval and eSign workflows.|
|Click and hold to view password|
|Main menu iconsSeen in the navigation menu on the left|
|Header iconsSeen in the header bar|
|File typesSeen alongside file names across the platform|
|Envelope. Seen on: eSign documents. Indicates a group of up to 10 documents sent together for approval and eSignature.|
|Feature dashboard iconsSeen on feature dashboards: Documents, eSign, and Templates|
|Created by me|
|Shared with me|
|Editor action panel iconsSeen in the action panel of document, eSign, and template editors|
|Add or manage collaborators|
|Add or manage eSigners|
|Chat with collaborators or eSigners on a document or eSign.|
|Fill and eSign|
|Primary action buttonsSeen in the bottom right corner of document, eSign, and template editors|
|Conclude document and Finalize template. Can be active or inactive.|
|Reopen document and Edit template|
|Prepare for eSign and Send for eSign. Can be active or inactive.|
|Use this template|