Glossary¶
For: all users
The controlled vocabulary for Fluvial. Documentation and UI use these terms exactly — one term per concept.
| Term | Definition |
|---|---|
| Access history | The per-recipient record of portal visits and downloads for an issued transmittal. |
| Account | Your firm's private space in Fluvial. Holds projects, users, contacts, and settings. |
| Active | Document/version status: issued at least once and current (or superseded by a later revision). |
| Admin | Account role that can additionally manage projects, users, account settings, and billing. |
| Approval | A named user's sign-off on a draft transmittal, as one approval role. |
| Approval role | One of drafter, designer, manager — a per-user capability to approve as that role. |
| Audit trail | The log of significant actions (uploads, edits, approvals, issues, downloads) that have taken place. |
| Contact / contact group | A contact is an external party (email, optionally name and company) you issue documents to. A contact group bundles contacts within a project. |
| Current revision | The single authoritative version of a document — the latest issued, non-withdrawn revision. |
| Document | A register entry: document number, name, and type. Owns a series of versions. |
| Document number | The unique identifier of a document within a project (e.g. S-201). |
| Document register | The flat, searchable list of all documents in a project. Exports to PDF and Excel. |
| Draft | Not yet issued. Applies to transmittals (editable working state) and to versions/documents (never issued on any transmittal). |
| Drawing type | A sub-classification carried by documents of type Drawing. |
| Extraction | The automatic reading of a document number, name, revision and document/drawing type from an uploaded PDF document. |
| Issue | The act of finalising a transmittal: locking it, generating the transmittal PDF, and emailing recipients their portal links. |
| Issue gate | The set of conditions (complete documents, recipients chosen, approvals collected) that must be met before a transmittal can be issued. |
| Member | The standard account role: full day-to-day document and transmittal work, no administration. |
| Native file | The editable source file (e.g. CAD) optionally attached to a version alongside its issued PDF. |
| No distribution | The explicit recipient choice for transmittals distributed outside Fluvial; no emails are sent. |
| Portal | The public web page where recipients view and download an issued transmittal's documents via their private link. |
| Project | A container for one register of documents and its transmittals. Pricing counts active projects. |
| Recipient | A contact a transmittal is issued to. Recipients need no Fluvial account. |
| Revision | The name of a document version (e.g. B, C1, T03). Locks permanently once issued. |
| Share link | A revocable link to an issued transmittal's portal page for ad-hoc sharing, expiring after 30 days. |
| Superseded | An active version that is no longer current because a later revision has been issued. |
| Transmittal (TX) | The formal, immutable record of issuing a set of documents to a set of recipients. It may, at times, be abbreviated to "TX". |
| Transmittal PDF | The generated cover-sheet PDF attached to issue emails, carrying your company logo. |
| Version | One uploaded file (plus an optional native file) at one revision of a document. |
| Withdrawn | Deliberately removed from use, but retained and visible in the register. |