Vocabulary
The 4 kinds of elements in Comiror: client, project, folder, file. When to use which, and how to freely transform them.
2 min read
Your Comiror space is organized with four kinds of elements: client, project, folder and file.
The four kinds
| Kind | Meaning | What it carries |
|---|---|---|
| Client | A customer company (project owner). | Its company, whose details live in your contacts. |
| Project | An order or business engagement entrusted by a client. | Reference, due date, amount excl. tax, description, notes. |
| Folder | A free-form place to organize things. | Color, description, notes. |
| File | An actual document: a 3D part, a drawing, a PDF, an image, an Office file. | Its versions, its status, its description, its notes. |
A client’s details (address, SIRET, contacts) aren’t entered on the folder: they are kept once in Contacts, on the company’s card. Creating a client creates its card in the same step, or links the one that already exists. Everything inside the client inherits its company, which prints as the client on title blocks and signature evidence.
What "Project" means here
In Comiror, a Project is a business engagement: a job or order commissioned by a client. It isn’t a generic project-management concept: it’s the closest English equivalent to the French affaire, the term engineering offices actually use for it.
Free hierarchy
No hierarchy constraint is imposed. All of these arrangements are valid:
- A file can live directly at the root of your space, with no parent folder.
- A client can contain another client, for instance a holding company grouping its subsidiaries.
- A project can exist at the root without being linked to a client.
- A folder can contain anything: other folders, clients, files.
Free transformation
A folder can become a client or a project, and back again: right-click the element, then Transform…. Metadata entered before the transformation is kept: if you switch back, it reappears.
The file stays apart: you don’t turn a file into a container, or a container into a file (a file carries versions, a container carries other elements).
Container and space
Two words used throughout the app:
- Container: anything that isn’t a file (client, project, folder). All containers can do the same things: hold other elements, carry access rights, display in the same views.
- Space: what an organization owns. My space gathers what belongs to yours, and Shared with me what other organizations have opened to you.
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