Site Administration Terms 

An uppercase or lowercase letter from A-Z.

A letter or number. It can be A-Z (upper or lowercase) or 0-9.

Stands for Application Programming Interface. Docupace uses API to communicate with its integration partners.

Stores information so that pages in Docupace load faster. If the information is not displaying correctly, an Admin user may need to clear the server-side cache.

Stands for Cascading Style Sheets. It allows admins to customize how Docupace looks.

The act of moving settings from a lower environment to a higher environment.

A page that lists the values allowed in any particular attribute for a table or feature class.

A full version of Docupace that has everything a user needs to use it. Typically sites have the following environments: Preprod, UAT, Staging, and Production.

The system name of a form field. It is used to apply validations to forms.

The name of a form in the system.

The Forms Matrix domain tells the system when to add one or more forms to work items, based on the user’s selections in Starting Point.

Stands for JavaScript Object Notation. It is a type of programming language

Used for matching a given string of characters for "find" or "find and replace" operations.

When one or more editable fields on a form is added, changed, or removed.

A UI object used for running a predefined action. For example, it may launch an interface that contains a specific app, or it may simply open a URL hyperlink.

The unique name for the data held within the field. The system uses this name to reference that data in code and the database.

A group of fields that define the source of field data. When a user creates data within Docupace, the Namespace= BASE. Data imported into Docupace have different Namespaces depending on the source. For example, data imported from Redtail has Namespace = REDTAIL.

A tool that allows users to view data changes in a Docupace site and compare them with the tables of a target site. It also has the ability to deploy these changes.

Used to map form fields to the correct client type.

Relates to Annuitynet and refers to the environment prior to Production.

The version of a user's site that is "live" and used to conduct work at a user's firm.

A Sandbox is a test environment with an integration partner.

Allows administrative users to customize interactive elements of the Docupace system. For example, such users can build custom Interfaces, Menus, Event Handlers, and apps.

An authentication process that allows a user to access multiple applications with one set of login credentials.

A version of the Docupace system that is deployed for a specific client.

Stands for Structured Query Language. It is a coding language.

A set of characters.

Conditions that a work item must meet before it can proceed to the next step in the workflow.

Stands for User Acceptance Testing. It is a Lower environment used to test settings and validations (etc.).

A SQL or Java statement that results in a true or false.  If true, the field name is considered IGO (In Good Order).  If false, the field name is marked NIGO and the Advisor must address the field name before proceeding with the form.

Groupings of single validations to make it easier to apply to transitions.

A character used to substitute one or more characters in a string, usually for searching purposes. For example, walk* could return walking, walks, walker, etc.

Stands for Extensible Markup Language. It is a type of programming language used to encode documents.