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About EOS Client Onboarding Mobile Terminology
2.33. About EOS Client Onboarding Mobile Terminology
The terminology listed below is used throughout this chapter of the help, and it needs to be understood before effectively using the mobile topics.
Note: Some of these terms are mobile-specific, but some also apply to the standard EOS Client Onboarding application.
- form. A logical collection of fields, field labels, calculations, field types, etc. that, once defined, can be used to easily create numerous documents. Also known as a form definition. In EOS, forms also include inclusion logic, repository information, actions, and events.
- form definition. See form above.
- document. The output of a form, based on the form definition. A single form can produce any number of documents. Documents can be edited, if necessary, prior to being signed. Once signed, the editing will be limited, based on the restrictions defined within the form.
- completed document. A document that has been populated in its entirety, as specified by the form's creator. It is important to note that a document does not have to have all of its fields filled in to be considered complete. These types of documents can be edited.
- incomplete document. A document that has been partially populated, as specified by the form's creator. Additional information is needed before the document is considered complete. Typically, all required fields have not been populated.
- signed document. A completed document that has had at least one signature applied to it, if a signature is required. With these types of documents, editing may be limited, based on the restrictions defined within the form.
- downloaded document. A document that has been retrieved from an EOS server for use in EOS Client Onboarding Mobile (on an iPad). These types of documents can be edited and then "pushed" back to the EOS server, as long as changes have not already been made by another user.
- standard application. Refers to the non-mobile version of EOS Client Onboarding, which is accessed via a web browser on a desktop or laptop computer.
- synchronization. The act of moving ("pushing") completed documents from EOS Client Onboarding Mobile (an iPad) back to the EOS server. After a successful synchronization, the completed documents no longer exist on the iPad.
- sync. Short for synchronization.
- optimistic locking. A check that is performed, during synchronization, to make sure that the server version and the mobile version of a document match. This process prevents multiple users from editing and updating the same document and overriding each other's changes.
Example: Two users (Tom and Mary) are making local changes to the same downloaded document. If Tom synchronizes his document first, Mary's changes will be rejected by the EOS server when she attempts to synchronize her document. She will have to download the document again (getting Tom's synchronized changes), and re-create her changes in the document.