Glossary

Term	Meaning
Account	A person's sign-in identity; separate from their practice membership.
Practice / firm / workspace	The organisation whose members work on its clients and records.
Client record	A person or entity in the shared directory. It can exist without a case.
Case	A Workpapers engagement for a client and financial year/return type.
Source document	The original evidence the firm holds, distinct from an outbound processed copy.
Recognised text	Text read from a file or scan; recognition alone does not verify its figures.
Draft workbook	Output available for inspection before delivery, or from some failed runs; not the final deliverable.
Delivered workbook	Output released by the build process; it can still have findings to resolve.
Current version	The version the case uses now, including supported edits; distinguish it from an earlier history entry.
Review point	A question, judgement or issue for the accountant to consider and resolve.
Chase / Awaiting	Missing evidence requested from the client.
Prepare	The case action that begins or refreshes the working-paper workflow.
Signed URL	A temporary credential granting access to a particular stored file.
Request token	The credential in a signing or verification link; treat it as personal to the intended recipient.
MCP	The machine interface through which authorised practice software calls the documented Workpapers tools.
Scope	A permission on an API key, such as reading cases or starting builds.
CDD record	A customer due-diligence evidence summary with recorded assessments and decisions.
Not run	A check did not run or lacks required evidence; it is not a pass.
Redaction	Removal or replacement of selected information from material sent onward.
Pseudonymisation	Substitution that can still be linked back; it does not make material anonymous.

Follow tutorials for these terms in context.