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Glossary

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Project admin

A User with advanced permissions within a Project. Project admins can Invite new Members, manage Roles, and adjust project-related settings.

Activation link

When first signing up or being Invited to docu tools, you receive an activation link to create an Account. If it does not arrive, please check your spam folder. If you try to sign in at a later time with an email address that has already been used, you will not receive an activation code. In this case, reset your Password and then log in as usual.

Task

A Task is always created in a Pin; it cannot stand alone. You can create a Task and Assign it to a User/Contact/Team responsible for completing it. They can document their progress in the Task and mark it as completed once done. If the Task is completed to everyone's satisfaction, it can be closed.

Contributor

"Contributor" is a Project Role that requires an active paid License.

Notification

Notifications inform Users about news in Projects, Pins, and Tasks. These can be received via email or displayed upon logging into docu tools.

User

A User is a person with a docu tools Account.

Report

A Report compiles all desired information into a shareable format (Word, Excel, PDF).

Report template

The Report template uses placeholders to determine which information from a Project should be included in a Report. The information is sourced from docu tools on a daily basis.

Deactivate

The "Deactivate" function hides irrelevant content that is no longer important in the Project (e.g., because it is outdated), no longer needed, or perhaps created accidentally.

External User

An External User is a person with a docu tools Account outside their own Organization, e.g., a partner Company or a Subcontractor.

External viewer

"External viewer" is a Project Role that requires an active paid License.

Internal User

An Internal User is a person with a docu tools Account within their own Organization (typically their own Company).

Internal viewer

"Internal viewer" is a Project Role for which an active free License is sufficient.

Insta360 camera

Currently supported camera type for the 360° camera feature in docu tools.

Contact

A Contact is a person who does not have a docu tools Account but is involved in a Project.

Account

Every User of docu tools opens an Account with their preferred email address. This Account can have a License Assigned to it, and with this Account, Users can be added to Projects.

Licenses

Usage rights for docu tools. They are managed within an Organization and determine how many Users can actively use docu tools and which features are available.

License management

In License management, Licenses can be allocated to Users within an Organization. The right to manage Licenses is held by the Organization owner and any User who has been granted the appropriate permission by the Organization owner.

Delete

In docu tools, nothing can be deleted except for "Empty Folders" and "Contacts." This creates an indisputable record of the work performed on-site, replacing subjectivity with facts. With docu tools, you hold the optimal performance record in your hands.

Member

"Member" refers to participants in a Project or in a Team and must be Invited via the respective Invite function.

Mobile App

Mobile App refers to the docu tools app on smartphones. The Mobile App is available for both Apple and Android devices.

Notification Center

Here you find the Notifications and set the frequency of email Notifications.

Offline

Working offline on mobile devices is possible if the relevant Projects have been previously downloaded to the device.

Offline Project

Project whose data is stored locally on the device and can be edited without an internet connection.

Folder

Folders help organize your data.

Organization

The overarching workspace in docu tools where Projects, Members, Roles, and Licenses are managed. An Organization typically represents a Company or a department.

Organization owner

Organization owners are often - but not always - the first from a Company to sign up in docu tools and to whom other Users from their own Company are assigned within their Organization. Organization owners have access to License management, can Invite others into their Organization, and Assign Licenses and permissions.

Password

To access your docu tools Account, you must set a Password. You also need this when using the Mobile App or Tablet App.

Password policies

Security rules for creating a Password in docu tools. A Password must be at least eight characters long and include at least one uppercase letter, one lowercase letter, one digit, and one special character.

Pin

The Pin is the core of docu tools. Here, you collect all relevant data about the documented object – whether it's a defect, construction progress, or an existing object.

With the Pin, you mark the spot on the Plan where the object is located. The Pin color helps you categorize. With photos, you document the real view. Through Pin Controls, you can quickly add definitions. Datasets help attach more detailed background information easily. Arising Tasks are summarized here and Assigned to the executing Partner. This Partner can document their work in the Task and send it back to you for approval.

Registration

The process of creating a new docu tools Account. This can be done via the website, through an Invitation to an Organization, or through an Invitation to a Project.

Registration form

Online form at https://app.docu-tools.com/register, where new Users can enter their personal data to create a docu tools Account.

Role

The Role defines what a Member is allowed to do in a Project. The Roles of Project admin, Contributor, and External viewer require active docu tools Licenses. The Roles of Internal viewer and Subcontractor can be given to Users without an active License.

Subcontractor

"Subcontractor" is a Project Role for which an active free License is sufficient. This Role is usually distributed to Companies that are solely responsible for completing assigned Tasks and documenting their progress.

Sync

Data synchronization aligns data between different devices and makes new data available to all participants. Problems can arise if the interval between synchronizations is too long.

Tablet App

Tablet App refers to the app on tablets.

Team

A Team in docu tools is a Group of Team Members who are supposed to complete certain Tasks, where it does not matter which Team Member specifically completes the Task, e.g., all employees of a plumbing Company or all painters on-site. It is important that all Team Members have the same Project Role, otherwise error messages will occur.

Trial Version

A free, 14-day limited Version of docu tools that allows new Users to familiarize themselves with the system and test it without obligation before a paid License is purchased.

Mark-Up

Graphic highlighting or drawing on a photo, usually with the Apple Pencil on iOS devices.

Web App

Web App refers to docu tools used in a browser, e.g., in Chrome or Firefox.

360° camera feature

Extension in docu tools for capturing, displaying, and managing 360° photos for complete documentation on-site.

360° photo

Spherical capture that shows an entire room or area in a panoramic view.

360° viewer

Display view for 360° photos in docu tools, where Users can rotate, zoom, and view the image in full-screen mode.

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