Glossary: 104 terms about documents and AI
From Archived copy to XLSX: 104 terms from the Docsi AI guides, explained briefly and clearly. Every entry links to the guide that puts the term in context.
A
- Archived copy
- A saved version of a web page at a specific point in time, for example in the Wayback Machine. → Web pages as sources
B
- Backup
- An additional copy in another place, for example via Time Machine or Windows Backup. → Local drafts
- Balance
- The credits still available to you in the current billing period. → Credits and devices
- Bar chart
- Compares values through the length of bars; the axis should start at zero. → Charts
- Base
- The total a percentage refers to. → Analysing spreadsheets
- Billing period
- The month Stripe bills your subscription for and for which your allowance applies. → Credits and devices
- Bookmarks
- The outline of a PDF in the sidebar. Docsi exports create them from the headings. → Merging PDFs
C
- Character encoding
- The rule for storing characters as bytes, such as UTF-8. → Checking CSV data
- Checksum
- A fingerprint of a file (SHA-256 in Docsi). If the file changes, the checksum changes. → Reviewing sources
- Citation style
- A set format for references, such as APA or Harvard. Docsi provides file and page; you add author and year. → Reviewing sources
- Context
- All content an AI task sees: the message, earlier steps, source excerpts and remembered details. → AI and privacy
- Contrast
- The brightness difference between text and background; high contrast improves recognition. → Text from images
- Conversation
- A connected sequence of requests. Docsi considers up to 16 earlier steps in it, but no other conversations. → Getting started
- Credit
- The unit of usage for the built-in Docsi AI. Local tools use no credits. → Getting started
- Cropping
- Removing unnecessary image margins so the relevant text stays larger. → Text from images
- CSV
- A text file holding one sheet, with fields separated by comma, semicolon or tab. → Converting files
D
- Data minimisation
- A GDPR principle: process only as much personal data as necessary. → AI and privacy
- Data series
- A sequence of related values, such as one year’s revenue per month. → Charts
- Date accessed
- The date you read a web page; important for pages that change. → Web pages as sources
- Deadline
- The date by which a task should be completed. → Meeting notes
- Decision
- An explicit agreement of the group, recorded in the minutes. → Meeting notes
- Delimiter
- The character between the fields of a CSV line: comma, semicolon or tab. → Checking CSV data
- Dependency
- A passage that relies on another, such as a definition later sections refer to. → Comparing versions
- Device seat
- An activated computer. Plus has 2 seats, Pro 3. → Credits and devices
- Digital signature
- A cryptographic proof for an unchanged file. It does not apply to a newly merged PDF. → Merging PDFs
- Direct quote
- A sentence taken over unchanged in quotation marks, with a page number in the citation style. → Reviewing sources
- Docsi AI
- The built-in AI based on the GLM language model by Z.ai, reached through the Docsi server. → AI and privacy
- DOCX
- The Word format following the open Office Open XML standard (ECMA-376). → Converting files
- Donut chart
- Shows parts of a whole as a ring; suitable only for a few categories. → Charts
- dpi
- Dots per inch, a measure of scan resolution. Around 300 dpi is a good guide for normal text. → Text recognition
- Draft
- An intermediate state of a result in the app’s local working store. → Local drafts
E
- Embedded font
- A typeface contained in the file so the document looks the same everywhere. → Export formats
- Evidence
- The passage in a source that a statement relies on. → Reviewing sources
- Export
- A file you saved in PDF, Word, Excel, CSV or Markdown format. → Local drafts
F
- Field
- A single value in a CSV line, equivalent to a cell. → Checking CSV data
- File signature
- The first bytes of a file, which reveal its actual type regardless of the extension. → Protected files
- Flashcard
- A pair of question or term and answer. Docsi lays cards out in pairs in the PDF and delivers them as a table on request. → Study sheets
- Formula cell
- A cell containing a formula. Docsi does not count it by default because its stored result may be outdated. → Analysing spreadsheets
G
- Grouping
- Combining rows by a feature, such as the sum per region. → Analysing spreadsheets
H
- Header row
- The first line of a CSV file with the column names. → Checking CSV data
- HEIC
- The default photo format of many iPhones; convert to JPEG before adding. → Text from images
I
- Interruption
- A task ends before the result is complete, for example due to a lost connection or cancelling. → Interrupted tasks
- ISO 4217 code
- The three-letter currency code, such as EUR, USD or CHF. → Receipts into tables
- ISO date
- A date in year-month-day format, such as 2026-10-29, unambiguous in every language. → Checking CSV data
K
- Keychain
- The operating system’s protected credential store, where Docsi keeps keys. → AI and privacy
L
- License key
- The key in the format DOCSI-XXXXX-XXXXX-XXXXX-XXXXX that links a device to your subscription. → Credits and devices
- Line chart
- Shows a trend along an ordered axis, usually time. → Charts
- Local model
- A language model running on your computer, for example through Ollama or LM Studio. → AI and privacy
- Local model server
- A program such as Ollama or LM Studio that serves a language model on your computer. → Interrupted tasks
- LSTM
- The neural recognition method of Tesseract that Docsi uses exclusively. → Text recognition
M
- Macro
- A program embedded in Office files. Docsi rejects files with macros. → Protected files
- Markdown
- Plain readable text with characters for headings, lists and tables, such as “#” and “|”. → Converting files
- Mean
- The sum of all values divided by their count. Sensitive to outliers. → Analysing spreadsheets
- Median
- The middle value of a sorted series. Robust against outliers. → Analysing spreadsheets
- Merging
- Copying the pages of several PDFs unchanged one after another into a new file. → Merging PDFs
- Metadata
- Information about a file such as title, language and date that is not part of the visible text. → Export formats
- Modal word
- Words such as “must”, “should” or “may” that set the degree of an obligation. → Comparing versions
N
- Native charts
- Charts that Word or Excel recognise as their own objects and can edit. → Export formats
- Net and gross
- Net is the amount without VAT, gross the amount including VAT. → Receipts into tables
O
- OCR
- Optical character recognition: recognising text in images and scanned pages. → Text recognition
- Open password
- Encrypts a file; without the password it cannot be read. → Protected files
- Original
- The original file, which Docsi only reads and never changes. → Local drafts
- Owner
- The person who completes a task or makes sure it gets done. → Meeting notes
P
- Paraphrase
- A statement from the source in your own words. It also needs a source reference. → Reviewing sources
- Partial draft
- An incomplete result that can be reused as a working state. → Interrupted tasks
- PDF/A
- A standardised PDF variant for long-term archiving under ISO 19005. → Merging PDFs
- PDF/UA
- A standard for accessible PDFs. Docsi does not claim PDF/UA conformance. → Export formats
- Permissions password
- Allows a PDF to be opened but restricts printing, copying or editing. → Protected files
- Proration
- On a plan change, Stripe charges only the difference for the remaining days. → Credits and devices
R
- Reader view
- A browser view that shows only the article text and hides ads. → Web pages as sources
- Receipt
- Proof of a business transaction, such as an invoice, receipt or till slip. → Receipts into tables
- Recognition confidence
- An engine estimate between 0 and 100. It is not a probability that the text is correct. → Text recognition
- Recorded changes
- A Word feature that records changes visibly until they are accepted or rejected. → Comparing versions
- Retrieval practice
- Learning by actively recalling, for example with review questions or flashcards, instead of re-reading. → Study sheets
- Review question
- A question that checks whether you understood a section, ideally with an answer and page reference. → Study sheets
S
- Screen recording permission
- The macOS permission an app needs to capture other windows. → Windows as sources
- ScreenCaptureKit
- Apple’s interface for screen and window captures on macOS. → Windows as sources
- Screenshot
- An image of the screen content or part of it. → Text from images
- Small invoice
- An invoice up to 250 euros, for which simplified required details apply. → Receipts into tables
- Source
- A file, window or pasted text Docsi reads for a task. Sources are numbered (Q1, Q2 …). → Getting started
- Source marker
- A reference in the result to a passage of a source, with the page number for PDFs. Docsi checks every marker against the original. → Getting started
- Spaced repetition
- Reviewing at intervals over several days instead of in one long block. → Study sheets
- Statement title
- A chart title that states the key message instead of just the topic. → Charts
- Status code 429
- The HTTP response “Too Many Requests”: a service is not accepting further requests right now. → Interrupted tasks
- Storage limitation
- GDPR principle: keep personal data only as long as the purpose requires. → Local drafts
- Study sheet
- A short, structured summary of a topic with key terms, takeaways and questions for practice. → Study sheets
- Summarising
- Shortening the content with AI. That is a different workflow from merging. → Merging PDFs
T
- Task
- A concrete action with an owner and a date, often called an action item. → Meeting notes
- Technical diff
- A list of all text differences between two files, for example with “Compare” in Word. → Comparing versions
- Text layer
- The invisible, selectable text of a PDF. If it is missing, the page consists only of an image. → Text recognition
- The selectable text of a PDF; a PDF saved from the browser usually has one. → Web pages as sources
- Timeout
- A service does not respond within the expected time; the connection is closed. → Interrupted tasks
- Transcript
- A verbatim written version of what was said. Docsi does not create transcripts but can work with existing ones. → Meeting notes
- Typesetting
- Arranging text, tables and figures on pages. Docsi sets PDFs with its own layout engine. → Export formats
U
- URL
- The address of a web page, such as example.com/article. → Web pages as sources
- UTF-8
- The most widespread character encoding, covering accented letters and all Unicode characters. → Converting files
V
- VAT
- The tax on goods and services, in Germany 19 percent standard and 7 percent reduced. → Receipts into tables
- Version
- A particular state of a document, ideally named with date and role. → Comparing versions
- Visible area
- The part of a window currently shown on screen. Only this part is captured. → Windows as sources
- Vision model
- An AI model that can process images as well as text. → Text from images
W
- Widget
- The slim Docsi bar at the top of the screen. It opens when you hover over it and accepts files, windows and quick questions. → Getting started
- Window drop
- Dragging a window onto Docsi so he takes an image of it and reads the text. → Windows as sources
- Windows.Graphics.Capture
- The public Windows interface for screen and window captures. → Windows as sources
- Working copy
- A separate copy for further work, so the original stays unchanged. → Protected files
X
- XLSX
- The Excel format under Office Open XML with several sheets and typed cells. → Converting files
How this glossary was made
The explanations come from the “Key terms explained” sections of the Docsi AI guides. They describe the terms as they come up when you work with Docsi and do not replace a technical definition. The primary sources for formats, standards and methods are listed at the end of each guide.