Basic wflow vocabulary

This guide is designed to give you quick and easy access to definitions and explanations of key terms you may encounter when using our services. Whether you're a novice or an experienced user, this guide will help you better understand the terminology and make it easier to navigate our system.

For greater clarity, the terms are divided into thematic units.

Document Upload - The process of creating a record in wflow, three ways (from device, mobile app, e-mail).

Document Extraction - The process of retrieving data from a document through Rossum. Status - Extracted.

Document Review - Verification of the accuracy of the data extracted, filled in, or fetched. Status - To Review.

Sending document to ERP - The process of uploading data to the accounting system. Varies depending on which system is being used.

My Tasks - This section of wflow is used to provide easier access to documents at stages that require user intervention, e.g. Document Review or Document Approval.

Approve - The document is approved on behalf of the user or passed to the next approver in line.

Reject - Stops the approval process, use if you do not want to accept the document at all.

Reject - Stops the approval process, use in case of formal errors on the document.

Document kind - Documents with a common characteristic. E.g. Received invoices, Receipts.

Document type - Individual subsections of the Document type. They are user configurable.

Invoice Type - Document specification e.g. advance invoice, proforma...

ISDOC - standardized data format for electronic invoicing in the Czech Republic.

Rossum - wflow partner, its service is used for document extraction.

Link - URL address - located in the browser address bar

Recycle bin - collection point for removed documents. The document is there for 63 days. Then it is permanently removed.