# Glossary
# Analysis Tag
A user-defined dimension for measurement or categorization. These can be used to filter and report on Documents and Approvals. See Analysis Tags to learn more.
# API Client ID (DX2 Public API)
A unique, pseudorandom generated string that identifies your Trading Partner when accessing the DX2 Public API.
# API Secret (DX2 Public API)
A sensitive, randomly generated string that proves your Trading Partner's identity when accessing the DX2 Public API.
# API Token (DX2 Public API)
A client ID that uniquely identifies your Trading Partner, combined with a secret that proves your identity. This is required when accessing the DX2 Public API.
# Approval
A DX2 Document that has been purposed to wait for approval from a User designated for approving Documents within your Trading Partner. See Approvals to learn more.
# Approval Chain
A sequence of Users designated to be able to see and modify Approval Documents, each with their own specified financial limit that determines whether they should be allowed to Approve specific Documents. See Approval Chains to learn more.
# Approver
A DX2 User who is designated as one of possibly many Users eligible to take some Approval action on an Approval Document. An Approver is always a DX2 User, and not a separate entity.
# Connector
A set of configuration for sending or receiving Documents from another system. See Connector to learn more.
# Comment (Document)
A note placed on a Document by either the sending Trading Partner or the receiving Trading Partner in a Document transaction. To learn more, see Comments.
# CSV
A file containing tabular data separated by commas (indicating column breaks) and newline characters (indicating row breaks). Used by DX2 for uploading information in bulk. See the Wikipedia definition of CSV for more information.
# Custom URL (Capture)
Your Trading Partner's personal email address for forwarding attachments to be captured.
# Distribution
Used to split the Approval Document amount (exclusive of tax) between one or more account code(s) for integration to an ERP system. Each Distribution is associated with an Approval Chain which determines the approval steps required. The Distribution also contains a description for reference, and Analysis Tags for categorization. To learn more, see Distributions.
# Document (DX2)
Documents are the primary entity within DX2. They are analogous to physical Documents found during traditional business procedures, such as invoicing and billing.
# Document Type
Type of document supported by DX2. Examples are Order, Invoice, Credit Note etc.
# File (Capture)
PDF or Image File that you upload in Capture.
# Header Image
Image displayed in My Company at header level.
# Invitation (Trading Partner)
Where the user chooses to send a connection request to the Trading Partner, the fields are completed in the 'Add Trading Partner' in the My Company page and an email is auto generated. This email is the 'invitation'.
# Map By Coordinate (Capture)
Map the field by the location. "Always the same location".
# Map By Value (Capture)
Map by what the user would like to display. "Always the same Value".
# Mapping (Capture)
This refers to the location or the value to display. Highly Configured units of instruction.
# My Company
Your public Company information page for sharing information with the DX2 network. See My Company to learn more.
# Notification
Emails sent to the users and alerts on the DX2 Portal advising them of the various stages of the document processing.
# Permission
Rules applied to Security Groups to determine what users have access to on the DX2 Platform.
# Profile Image
The image the user or the company chooses in the 'My Company' page to represent their company profile card.
# Recode (Approvals)
To redo the coding of the Approval document.
# Relative To (Capture)
The table to be captured maybe closer to the top or the bottom of the page. The term 'Relative to' represents this.
# Role
A system-defined set of permissions that allows for deriving sets of common real-life business roles into groups that can be assigned to Users. See Roles & Permissions to learn more.
# Security Group
A User-defined group of roles that can be assigned to any Users within your Trading Partner. See Roles & Permissions to learn more.
# Silent Trading Partner
Trading partners who are not registered Trading partners in the DX2 Portal.
# System Tag (Document)
A flag that indicates that a Document has been altered by the system either automatically or via user action. This can happen by receipting the document or automatically approving it. System Tags cannot be changed by Users.
# Trading Partner
A Trading Partner is a your business profile in DX2. Trading Partners connect to other Trading Partners to form a business network.
# Transform
Transforms make use of XSLT, a language for transforming XML documents into other XML documents. See Transform to learn more.
# User
An account with a corresponding unique email address and password, which allows access to the DX2 Portal.
# Value Mapping
Allow you to map your Trading Partners' identifiers to your own for automatic translation and integration. Value Mappings make use of XPath, a query language for selecting nodes from XML documents.
# XML
XML is a markup language that defines a set of rules for encoding documents in a format that is both human-readable and machine-readable.
# XPath
XPath is a query language for selecting nodes from an XML document.
# XSLT
XSLT is a language for transforming XML documents into other XML documents