Glossary and Key Terms
Approval Task
A workflow step assigned to a user/role requiring approve or reject action.
Deep Search
DeskDox search interface combining query text and structured filters.
Document Details
Panel showing metadata, workflow state, activity, audit, versions, signatures, and permission context for a document.
Feature-gated
A module/feature that is conditionally enabled or disabled in a deployment.
File Request
A generated upload link used to collect files from external users into a selected folder.
Metadata
Structured fields attached to documents (for example category, type, dates, business identifiers) used for validation and retrieval.
Workflow Inbox
View of workflows a user is involved in, including status and progress context.
My Tasks
User action list for workflow approvals/signatures (and optionally invoice tasks in enabled deployments).
Signature Request
A formal signing workflow attached to a document, often with participant order and status tracking.
Emii
DeskDox assistant used for help/document guidance, subject to scope and configuration.
WhatsApp Link State
User account linkage state required before WhatsApp commands can access DeskDox actions.